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The recent deal between Nvidia (NASDAQ:NVDA), AMD (NASDAQ:AMD), and the US government marks an alarming shift in how trade policy is being conducted. Under the agreement, the two semiconductor giants...
Advanced Micro Devices' (NASDAQ:AMD) share price is rebounding so strongly in 2025 because the outlook originally priced into the market in 2023/2024 has finally been affirmed. If you are wondering...
Good morning, and welcome to a new trading week. With the S&P 500 Futures (ES) up 0.07% and the Nasdaq Futures (NQ) up 0.03% as I am typing these words, it isn’t exactly an edge-of-your-seat...
Semiconductor stocks are experiencing mixed movements in premarket trading today, with Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) shares declining while Intel (NASDAQ:INTC) posts gains. The divergent...
Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) have reached an unprecedented agreement with the U.S. government, under which they will remit 15% of revenues from Chinese sales of their advanced AI chips...
Risk-on sentiment potentially under threat after Nvidia (NASDAQ:NVDA) revenue-sharing story Cryptos surge; ether climbed to highest level since 2021 Gold declines as August 15 Trump-Putin meeting on...
Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) have struck a rare agreement to share 15% of sales revenue from certain AI chips sold to China with the Trump administration, in exchange...
Over a week, the PHLX Semiconductor Sector Index (SOX) is down nearly 5%, covering the world’s top 30 semiconductor companies. This may seem odd, given the ongoing AI race with enormous capital...
As earnings season continues to wind down, the big event yesterday evening was Advanced Micro Devices (NASDAQ:AMD), one of my larger short positions. This stock – – a well-established, multi-decade...
Markets subdued after ISM Services PMI revives inflation and growth worries Dollar returns to post-NFP lows, gold eases from highs Trump flags tariffs on pharmaceuticals and chips but equities inch...
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