AI, AMD and NVIDIA
Digest more
Nvidia (AMD) and Advanced Micro Devices (AMD) made several key announcements at CES 2026 in Las Vegas on Monday that drew positive reactions from analysts.
Key Takeaways The focus of tech investors shifts to Las Vegas this week as it hosts the CES consumer electronics show.Nvidia CEO Jensen Huang and AMD CEO Lisa Su are scheduled to speak on Monday. Investors will be focused on Las Vegas this week,
Nonetheless, Broadcom’s vital position in custom AI accelerators and networking for hyperscalers justifies its elevated P/E ratio (70.4x), indicating a more
Delving deeper, the analysts said that Nvidia is the “best-positioned” among the group — which also includes Lam Research ( LRCX ), KLA Corp. ( KLAC ), Credo Technologies ( CRDO) and Teradyne ( TER) — and noted that recent acquisitions can deepen Nvidia's competitive moat.
Nvidia ( NVDA 0.39%) revealed its next-generation Vera Rubin superchip at CES, which combines a CPU and two GPUs in a single processor, a big step forward in helping to power AI computing demand. Beating the market by 68% since its Hidden Gems recommendation in May 2024, the stock was up around 0.7% ahead of the market open.
Technical indicators highlight AMD and INTC’s ascent. Benzinga Edge Stock Rankings reveal Intel's momentum at 90.21, up from 88.31, and AMD's at 93.41, up from 89.51, both showing positive short, medium, and long-term price trends. However, Intel’s ...
Analysts are saying Nvidia could hit 920.09 dollars by 2030, a projection that has many investors assessing whether NVDA still has room to run after years of explosive gains. If you're bullish and want a simple,
Despite the headwind, analysts expect a 20% increase in the company's earnings for 2025 to $3.97 per share. Consensus estimates suggest that AMD's earnings could jump 62% next year to $6.46 per share. I think it could end up doing much better than that.
Will Nvidia ever get to sell more of its AI chips in China? Investors see the country as a big opportunity—but getting there has been a challenge.
Nvidia isn't going to wait until spring. The AI chipmaker just changed the rules for its competitors and maybe for the whole AI infrastructure timeline, as CES 2026 is still going strong. CEO Jensen Huang used the stage in Las Vegas to show off Nvidia's next-generation AI server platform,