Nvidia Crushes Expectations with $65B Revenue Forecast Despite AI Bubble Fears
Nvidia beats expectations with $65B Q4 forecast as AI chip demand stays strong. Shares jump 4% despite concerns about sustainability of AI spending boom.
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Saudi Arabia and Microsoft Make Major AI Moves Amid Market Caution
Saudi Arabia's Humain announces multi-gigawatt data center deals with US tech giants, while Microsoft invests $5B in Anthropic. Analysts warn on hyperscaler economics.
AMD Predicts 35% Annual Revenue Growth Driven by Soaring AI Chip Demand
AMD forecasts 35% annual revenue growth over 3-5 years, with AI data center sales jumping 80% annually as chip demand accelerates despite market concerns.
AMD’s $9.6B Forecast Leaves Investors Wanting More Despite Record Q3 Gains
AMD posts record $9.2B revenue in Q3 2025 with strong AI and PC sales, but its $9.6B Q4 forecast leaves some investors cautious amid high expectations for AI-driven growth.
Adeia Shares Fall 18% After Cutting Full-Year Guidance and Suing AMD Over 10 Semiconductor Patents
Adeia stock dropped 18% after lowering its 2025 revenue forecast and filing a patent infringement lawsuit against AMD involving ten semiconductor patents, including hybrid bonding and advanced node technologies.
Trump to Discuss Nvidia's Blackwell AI Chips with Xi as Company Nears Historic $5 Trillion Valuation
President Trump will discuss Nvidia's advanced Blackwell AI chips with President Xi Jinping as the chipmaker approaches a $5 trillion market cap, potentially reshaping U.S.-China tech relations and AI trade dynamics.