• AMD
• INTC
• NVDA

Chinese industry groups warn against US chips

Four Chinese industry associations warned local companies against purchasing U.S. chips, calling them 'unsafe' and promoting local sourcing amid ongoing U.S. export restrictions.

• AMD
• ASML
• AVGO
• NVDA
• SOXX
• TXN

US chip stocks gain on report China export controls better-than-feared

• AMD
• IFXGn
• MPWR
• NVDA

Nvidia to report solid earnings beat but near-term upside limited, KeyBanc says

KeyBanc predicts Nvidia will exceed Q3 earnings expectations but faces challenges in Q4, reducing revenue forecasts while remaining optimistic long-term due to AI growth.

• AMD
• AVGO
• DELL
• INTC
• MCHP
• MRVL
• MSFT
• MU
• NVDA
• TSLA
• TXN

5 big analyst AI moves: Any Nvidia stock pullback is ‘an opportunity’

Analysts provide insights on major AI stocks, highlighting cautious investor sentiment toward Microsoft, opportunities in Nvidia, renewed interest in Tesla, Dell's growth in AI servers, and a potential semiconductor recovery.

• AMD
• CPRI
• CSCO
• DIS
• IXIC
• TPR
• US500

Stock market today: S&P 500 falls as Powell signals careful rate-cut path ahead

The S&P 500 dropped as Powell indicated a cautious approach to rate cuts; Disney's Q4 performance excelled while Cisco faced challenges. Inflation signals are mixed.

• AMD

AMD to cut 4% of global workforce as it focuses on AI chip development

• AMD
• AMZN
• GOOGL
• MSFT
• NVDA

Amazon offers free computing power to AI researchers, aiming to challenge Nvidia

Amazon is offering $110 million in credits for researchers to use its Trainium AI chips to compete with Nvidia, emphasizing a new programming approach to attract large clients.

• AMD
• AVGO
• MU
• NVDA
• TXN

Weakness in chip stocks 'almost over' says Citi

Citi analysts anticipate the semiconductor market's downturn is ending, projecting a 9% sales increase in 2025 and recommending aggressive investments in key semiconductor stocks.

• AMD
• NDX
• NVDA
• SOX
• TSM

Tech volatility may increase as US export controls take shape: UBS

UBS predicts increased volatility in the tech sector due to US chip export controls impacting AI-related companies, while fundamentals remain strong amid ongoing AI investment growth.

• AMAT
• AMD
• ASML
• NVDA
• TSM

China chip index nears 3-year high as TSMC order fuels self-reliance bets

China's semiconductor index rose as US export restrictions on TSMC chips to Chinese firms spotlight Beijing's push for self-reliance in chip production amid challenges in domestic manufacturing.