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The Latest Breaking News from Nvidia

Why Semtech Stock Is Rallying After Its NVIDIA Setback

After its NVIDIA-induced cratering, Semtech is up more than 80%. Analysts see more upside to come in this surging chip stock.

MarketBeat

What's Going With IREN Stock On Tuesday

IREN Limited (NASDAQ:IREN) shares advanced on Tuesday after the data center operator announced a new batch of multi-year agreements with major artificial intelligence companies that are deploying NVIDIA Corporation’s (NASDAQ:NVDA) Blackwell GPUs.

Benzinga

AMD's $100 Billion OpenAI Deal Could Supercharge AI Chip Growth, Analyst Says, Projecting Massive Earnings Boost By 2030

Advanced Micro Devices’ (NASDAQ:AMD) multi-year partnership with OpenAI could generate over $100 billion in revenue over the next four to six years, as the chipmaker prepares to supply up to six gigawatts of computing capacity using its next-generation Instinct MI450X GPUs starting in late 2026.

Benzinga

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This AI ETF Is Surging. Should You Join the Party Now?

Charting this ETF’s holdings helped me find this 1 under-the-radar stock that looks like it’s breaking out.

Barchart

AMD Wins OpenAI's Chip Deal to Supply AI Processors to ChatGPT-Maker—No More NVIDIA GPUs?

AMD and OpenAI are now partners, with the former supplying AI chips to the latter and OpenAI having the option to buy stocks.

International Business Times

AMD's OpenAI Deal Could Spark A New AI Arms Race With Nvidia

Advanced Micro Devices Inc.’s (NASDAQ:AMD) multi-year deal with OpenAI could unlock $135 billion in revenue and mount a serious challenge to Nvidia Corp.’s (NASDAQ:NVDA) long-standing dominance, according to Goldman Sachs.

Benzinga

OpenAI Adds AMD to Its Growing List of Chip Partners in 2025

OpenAI has entered into a multi-year partnership with AMD that will see the chipmaker supply up to 6 gigawatts of AI computing power using its upcoming

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OpenAI's AMD, Nvidia Deals Are Huge, But Execution Is Key, Says Brad Gerstner

Investor Brad Gerstner warned on Monday that OpenAI’s recent deals with Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) remain announcements rather than actual deployments. Therefore, he urged caution.

Benzinga

Experts explain how to decide if you should you take profits from investments - or let your winners run

There’s always a question of whether to lock-in growth earned or whether you might miss more in future

The Independent UK

Analysts React To OpenAI's 'Wild' $100 Billion Deal With AMD: 'We're In The Second Inning of A Nine-Inning Game,' Says Dan Ives

Leading analysts are hailing Advanced Micro Devices Inc.'s (NASDAQ:AMD) new partnership with OpenAI as a breakthrough moment for the chipmaker, one that could propel it to the center of the AI arms race.

Benzinga

Asian markets mostly higher in quiet holiday trading after AI deals push Wall St to more records

Asian shares are mostly higher in quiet holiday trading, while Japan’s benchmark rose to new records on hope for more government spending and lower taxes under Japan’s first woman prime minister

The Independent UK

Lisa Su Isn't Worried About AI Hype Fears, Says Big Bet With OpenAI Could Pay Off 'Tens Of Billions Of Dollars' — AMD Stock Spikes 1.5% After Hours

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) extended their momentum in after-hours trading on Monday, rising 1.53% following a nearly 24% surge during the regular session.

Benzinga

"You really want every person to have their own dedicated GPU": OpenAI becomes Nvidia's biggest cheerleader as its president calls for a 10-billion GPU bonanza - but no mention of the petawatt-scale electricity it would require

Nvidia and OpenAI promote massive GPU expansion, sparking concerns about energy demand, geopolitical tensions, and the practical limits of always-on AI.

TechRadar

Meta may spend billions to acquire promising AI accelerator startup to loosen reliance on Nvidia by supercharging its own MTIA AI chip - but what will Jensen say?

Meta may spend billions to acquire AI chip startup Rivos in a move that could reduce its dependence on Nvidia.

TechRadar

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Barchart

AMD Is Soaring on an OpenAI Deal. Is AMD Stock a Better Buy Than Nvidia Here?

AMD stock soars after announcing a new AI deal with OpenAI. Here’s what keeps AMD shares worth owning despite a massive rally since early April.

GOBankingRates

Mark Cuban’s Hottest Take Regarding Investing — Is He Right?

There is some logic to what Cuban suggested, but it's not a one-size-fits-all model -- find out if he's right.

Kiplinger

AMD Stock Surges on OpenAI Deal

Advanced Micro Devices could see tens of billions of dollars in new revenue from the ChatGPT maker as the AI infrastructure buildout accelerates.

Barchart

Should You Buy the Dip in This AI Data Center Stock?

Here's one chip stock that's down but certainly not out. Why a key announcement could change the game for this AI data center stock.

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International Business Times UK

Few Investors See It Coming: Nvidia's Next Growth Engine Is Already in Motion

Nvidia's next big opportunity may not lie in data centres but in AI-powered personal computers — a market poised to triple in size by 2026 and redefine how users interact with artificial intelligence.

International Business Times UK

Nvidia Stock Price's Wild Rollercoaster: Shares Plummet Then Roar Back After AMD's Shock OpenAI Deal

Nvidia's stock recovers after an initial dip as rival AMD announces a major AI chip deal with OpenAI. Explore the market reaction and the escalating battle for GPU supremacy in our latest analysis.

Fortune

AMD stock soars after striking a landmark deal with OpenAI—part of Sam Altman’s bid to loosen Nvidia’s grip on AI

The deal represents a major win for AMD in its battle against GPU leader Nvidia, and shows how OpenAI is racing to secure the hardware it needs to scale, even as it navigates its complex ties to Nvidia.

PC Gamer

Intel's morale is reportedly 'in the toilet' as the chip maker strives to be 'really lean, fast moving'

Will deals like the Nvidia joint venture turn things around for Intel?

International Business Times UK

AMD Bets the House on OpenAI: Deep Dive into the High-Stakes Partnership Shaking Up the AI Landscape

The ChatGPT maker's new partnership with the chipmaker is its latest move in a trillion-dollar push to build the future of artificial intelligence, directly challenging the market leader, Nvidia.

Benzinga

Churchill Capital Corp X (CCCX) Stock Soars As Citron Highlights Quantum Opportunity The Market Is Missing

Shares of Churchill Capital Corp X (NASDAQ:CCCX) are rising Monday after a notable research firm expressed optimism for the quantum computing technology company on social media.

Benzinga

Nvidia Is Now An AI Hedge Fund—But Goldman Says The Math May Not Work

Nvidia Corp. (NASDAQ:NVDA) is doubling down on AI with multibillion-dollar bets in startups like OpenAI and established businesses like Intel Corp. (NASDAQ:INTC); yet, analysts are beginning to highlight that part of that revenue could be looping back in disguise.

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