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Advanced Micro Devices' MI308 Chip Granted US Approval for Export to China

Aetina introduces Nvidia RTX Pro Blackwell embedded GPU MXM modules

Rumors suggest Apple's partnership with Intel could extend to iPhone chip manufacturing

NVIDIA CFO states most large model developers are indirect customers, with over 50% of revenue from cloud providers

Intel Stock Surges 5% on Rumor of Apple Adopting its 18A Process

Intel Reveals Its Cost-Cutting Program Has Halved Management Layers

NVIDIA GTC 2026 AI Conference Set for March 16-19

NVIDIA Announces CUDA 13.1, Introducing Major Innovation CUDA Tile

Intel CEO Pat Gelsinger visits Supermicro's AI server base, sparking collaboration speculation

BNP Paribas London Branch Discloses Qualcomm Securities Holdings and Trading

Report shows Intel's Ice Lake platform remains mainstream in the enterprise SSD market

Intel's stock price surged over 5% in intraday trading

NVIDIA CEO Jensen Huang Reveals: Elon Musk Was the First Customer for the Company's First AI Supercomputer, DGX-1

Forbes Analysis: Nvidia's $5B stake in Intel fuels turnaround hopes

Intel applies for a new patent related to access points and communication devices

Tianfeng Securities Maintains 'Buy' Rating on NVIDIA

AMD Stock Rises as Insider Reports Confirm GPU Price Increase

GuruFocus reports Intel shares rise on news of retaining its network business division

Palantir, NVIDIA, and partners to bring real-time AI to the sport of rodeo

NVIDIA Clarifies $100 Billion Partnership with OpenAI is Not Yet Finalized

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NVDA

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The semiconductor giant's market cap could more than double in the next five years thanks to substantial AI capital spending.

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

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YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

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Direxion Semicon Bull 3X

Prediction: Nvidia will become a $10 trillion company in 2030

INTC

Intel's move reveals a lot about where the company thinks it's headed.

Intel

Why Intel stock jumped today

GBTC

As the two most important "market sentiment indicators," can U.S. stocks (Nasdaq) continue to rise in the face of weakness in NVIDIA and Bitcoin?

Wallstreetcn

Grayscale Bitcoin Trust BTC - ETF

Nasdaq vs NVIDIA vs Bitcoin

PLTR

Nvidia is the dominant player in the AI hardware market, and Palantir could occupy a similar position on the software side.

Palantir Tech

Is this AI software stock about to have its Nvidia moment?

Nvidia has released CUDA 13.1 and CUDA Tile, marking the most significant update to its CUDA platform in nearly 20 years. This update introduces a virtual instruction set for tile-based parallel programming, simplifying code writing for developers. CUDA Tile, initially available in Python, will be open-sourced and later support C++. Analysts maintain a Strong Buy rating for NVDA stock, with a price target suggesting a 41.9% upside.

- Nvidia has launched CUDA 13.1 and CUDA Tile, marking a significant update to its CUDA platform in nearly 20 years, aimed at enhancing software development using GPU power.  
- The new features allow developers to utilize tile-based parallel programming, simplifying code writing and improving control over program execution across various GPUs.  
- CUDA Tile is currently available in Python, with plans for C++ support, and will be released as an open-source project to encourage community contributions.

Tip Ranks

Nvidia Makes Its Most Important CUDA Update in 20 Years

Got commodities?"Trump runs it hot, oil bounces post Russia-Ukraine fix, China keeps yuan cheap, soon all the commodity charts will look like gold..." (BofA)

ZeroHedge

Markets Are Heating Up Everywhere - Except in the Trades People Worship (BTC, NVDA)

A bearish thesis on Intel Corporation (INTC) was discussed on TechIt_alt’s Substack. As of December 1st, Intel's shares were trading at $40.01, with trailing and forward P/E ratios of 666.83 and 66.67, respectively. Despite a bearish outlook, Intel's Q3 results showed a revenue increase, indicating a headline beat.

- The article presents a bullish thesis on Intel Corporation, contrasting a previously discussed bearish perspective.  
- As of December 1st, Intel's shares were trading at $40.01, with trailing and forward P/E ratios of 666.83 and 66.67, respectively.  
- The company's Q3 results showed a revenue increase, indicating positive performance despite the high valuation metrics.  

Intel Corporation (INTC): A bear case theory

Intel (NASDAQ:INTC) has significantly reduced its management layers from 11-12 to 5-6, as part of its cost-cutting program. This restructuring has positively impacted its stock, which rose over 3%. Additionally, Intel's support for Linux users with NPU driver support enhances AI operations. Despite these developments, Wall Street analysts maintain a Hold consensus on INTC stock, with a 13.6% downside risk based on the average price target.

- Intel (INTC) has successfully implemented a cost-cutting program, reducing management layers from 11 or 12 to five or six, which positively impacted its stock price, increasing by over 3%.  
- The company has also streamlined its product development, cutting less competitive lower-end chips, while enhancing support for Linux users with new NPU driver support for AI operations.  
- Analysts currently rate INTC stock as a Hold, with a consensus indicating potential downside risk despite a significant share price rally over the past year.

"We Had 11 or 12 Layers of Management": Intel Stock (NASDAQ:INTC) Jumps as the Extent of Paring Back Revealed

Palantir Technologies, Nvidia, and CenterPoint Energy are collaborating on Chain Reaction, an AI-driven platform to streamline AI data center construction. The platform aims to address infrastructure challenges, including permitting, construction timelines, and supply chains. It builds on previous Palantir-Nvidia collaboration and involves coordination across chip suppliers, utilities, and grid operators. Chain Reaction could help detect early warning signals in operational records, enhancing efficiency in data center build-outs as AI adoption grows.

- Palantir Technologies, Nvidia, and CenterPoint Energy are collaborating on an AI-driven platform called Chain Reaction to address challenges in building AI data centers.  
- The platform aims to streamline permitting, construction timelines, and supply chain issues, enhancing coordination among chip suppliers, utilities, and grid operators.  
- As demand for advanced computing grows, Chain Reaction could provide timely solutions for efficient data center expansion, benefiting investors in the rapidly evolving AI infrastructure sector.  

GuruFocus

Inside the Secret AI Alliance Powering Tomorrow's Data Centers

SNDK

Memory stocks, including Micron, Seagate, Western Digital, and Sandisk, are rebounding after steep declines in November due to AI credit risk and speculative momentum downturns. Micron, Western Digital, and Seagate are close to reclaiming all-time highs, while Sandisk lags behind. The demand for memory chips in data centers supports this recovery.

- Memory stocks are experiencing a strong performance this week, with notable gains in shares of Micron, Seagate Technology, Western Digital, and Sandisk.  
- These stocks had previously dropped around 20% due to credit risks in AI and a decline in speculative momentum stocks, particularly affecting Sandisk.  
- Currently, Micron, Western Digital, and Seagate are close to their all-time highs, while Sandisk has recovered the least, highlighting the ongoing demand for memory chips in data centers.  

Sherwoodnews

Sandisk

Micron Tech

Seagate Tech

Western Digital

Memory stocks soar as AI supporting cast repairs damage from steep November declines

Micron earnings could boom in 2026 and 2027, belying its currently expensive-seeming P/E ratio.

Why Micron stock bounced higher