White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the ...

AMD is undervalued, but competition and macro risks limit upside. Find out why AMD stock won’t aggressively rebound in the ...

View the Nvidia roadmap for 2025–2027, including the new GPUs like Blackwell Ultra B300, RTX 5090, Rubin, and Rubin Ultra. Explore new chips’ capabilities.

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Capitalist Letters’ Substack ...

Nvidia CEO Jensen Huang Huang said he will be celebrating Lunar New Year with employees.

Nvidia is moving the production of its Blackwell chips from TSMC's CoWoS-S to CoWoS-L advanced packaging technology.

Quantum computing has suddenly become a buzzword on Wall Street. Ever since Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) reported ...

With the earnings season now underway, we’ll soon find out how publicly traded companies finished 2024. So far, analysts have ...

in the final quarter of calendar year 2023, Nvidia bought 1.73 million shares of SoundHound AI's stock (valued at about $3.6 ...

The JLab Go Air Sport are ludicrously good value at their full price of $29, so to get them for just $19 in the sales is ...

With demand for AI accelerators still booming and AMD's market share small, there should be plenty of room for the company to ...

Tech giant Nvidia was founded in 1993 by three computer-scientist-video-gamers in the middle of Silicon Valley. They ...