The Chinese impact on Nvidia is significant. KeyBanc raised its Q2 revenue estimate to $47.1 billion from $45.1 billion, ...

U.S. markets ended mixed on Tuesday, with several AI-related stocks facing pressure after the closing bell. The Dow Jones ...

Commerce Secretary Howard Lutnick told CNBC the U.S. government wants a stake in Intel in exchange for CHIPS Act grant money ...

Nvidia Corporation shines as a top AI infrastructure pick, driven by strong fundamentals, strategic moves, and growth catalysts. Click for my NVDA earnings preview.

Doug and Lee analyze a new export revenue-sharing model involving Nvidia and AMD, questioning whether this signals a broader ...

While their respective share price appreciation indicates everything is going great for Nvidia, Palantir, and AMD, all three ...

Nvidia and AMD agreed to share 15% of their revenues from chip sales to China with the U.S. government, President Donald ...

If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ...

Several top Senate Democrats are urging President Trump to walk back a deal with Nvidia and AMD that would allow the companies to sell artificial intelligence (AI) chips to China after they agreed ...

Nvidia and AMD agreed to pay the U.S. government 15% of its revenue from the sale of a certain chips to China. Is that legal?

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...