Nvidia stock missed out on the chip rally that boosted AMD.

Panamá busca posicionarse ante los gigantes tecnológicos como un mercado para implementar soluciones de inteligencia ...

Astera Labs gains momentum as AI data centers scale, with triple-digit growth, repeated earnings beats and rising ...

Muse could "Spark" the next level of Meta's growth.

Meta's new AI agent rocketed to the top of the App Store in just ten days, and the computing resources it consumes behind the ...

On September 21, CPU stocks surged across the board in the U.S. market. The catalyst was 'Muse,' an AI agent app released by Meta.The chip companies didn't announce anything. Yet, rather than the GPU ...

Nvidia NVDA stock fell more than 2% on Wednesday, putting the chipmaker on track to end a six-day winning streak as a sharp ...

9月21日、米国市場でCPU株が一斉に吹き上がった。きっかけはMetaが出したAIエージェントアプリ「Muse（ミューズ）」。 チップ会社は何も発表していない。なのに、GPUの王様Nvidiaより、CPU（パソコンやサーバーの「頭脳」にあたる汎用プロセッサ）の会社ばかりが買われた。 この記事では、①なぜMuseでCPU株が上がったのか、②CPU各社は何が違うのか、を無料で整理する。最後の「zair ...

Nvidia CEO Jensen Huang expects the company to sell twice as many chips next year, but memory, manufacturing and packaging ...

The multiple is half what the stock commanded in 2025, when Nvidia's revenue and profit growth was slower, and down from more than 25 times earnings estimates as recently as May.

Snap just strapped Salesforce, NVIDIA, and Amazon onto its AR glasses and called it an enterprise play, but one critical ...

In the long run, the infrastructure powering the AI boom could become commoditized, with more of the value going to the businesses creating applications.