To The Moon

(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with l

(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with l

Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”“We think investors underestimate

Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the chipmak

After a magnificent 2023, NVDA stock could roar in 2024 as Nvidia remains a go-to source for processors to power AI applications.

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with:. Nine years ago I had never heard of Nvidia before. I am not proud of this seeing as I like to eat, sleep, and breathe investing. The company just wasn't on my radar screen, what can I say.It wasn't until my former boss Jim Cramer began discussing the company's chip advancements every day inside TheStreet's HQ that I started digging into the company, in part to hold an intelligent conversation with the Big Guy and write stories for him. Jim was so far out ahead of the Nvidia story, heck of a call.Wall Street analysts on average forecast Nvidia's earnings will grow nearly 70% over the next year . And Nvidia's trailing 12 month price-to-earnings ratio of 64 is almost triple the S&P 500's.Meantime, Intel has begun to spring back to life under CEO Pat Gelsinger after a

Watch GPU rental prices carefully. They’re very sensitive to changes in supply and demand.

ZINGER KEY POINTSAdvanced Micro Devices launches Instinct MI300X Data Center GPU targeting AI and ML workloads.AMD increases its 2027 data center accelerator TAM from around $150bn to around $400bn.Ad

While Nvidia (NVDA) should continue to grow very quickly, the valuation of NVDA stock is high and it is facing multiple, important threats.