MarketPulse

data center GPUs

10 articles
The Motley FoolThe Motley Fool··Trevor Jennewine

JPMorgan Backs Nvidia Over Intel: Analyst Sees 32% Upside vs. 52% Intel Decline

JPMorgan recommends buying Nvidia at $265 (32% upside) while selling Intel at $45 (52% downside), citing AI leadership dominance versus turnaround challenges.
NVDATSMINTCAI chipsvaluation
The Motley FoolThe Motley Fool··Jeremy Bowman

Meta's $145B Capex Ceiling Signals Extended AI Boom for Chip Giants Nvidia, Micron

Meta raises capex guidance to $145B citing higher chip costs, signaling sustained AI infrastructure spending benefiting semiconductor makers.
NVDAMETAMSFTMUAMZN+2hyperscalerscapital expenditure
The Motley FoolThe Motley Fool··Harsh Chauhan

AMD Positioned to Eclipse Palantir and Micron Combined by 2028, Analysts Say

AMD could reach $868B market cap by 2028, surpassing Palantir and Micron combined, driven by OpenAI and Meta data center GPU deals.
AMDMETAMUPLTRearnings growthdata center GPUs
BenzingaBenzinga··Erica Kollmann

Semiconductor Giants Face 80% Earnings Surge on AI Boom, BlackRock Warns of Geopolitical Risks

BlackRock forecasts 80% semiconductor earnings surge through 2026 on AI demand, with Nvidia revenue reaching $215.94B and AMD's data center growing 73%, though geopolitical risks pose significant headwinds.
NVDAAMDTSMBLKDIVB+1supply chainAI infrastructure
The Motley FoolThe Motley Fool··John Ballard

AMD's Momentum Builds as Intel Struggles: A Shifting Tech Landscape

AMD's revenue has doubled in eight quarters, narrowing Intel's lead. AMD shows 16% net income margins versus Intel's negative margins, with MI450 GPU launch potentially pushing AMD ahead by 2027.
AMDGOOGGOOGLINTCAI infrastructurerevenue growth
The Motley FoolThe Motley Fool··Leo Sun

AI Market Correction Exposes Winners and Losers: Infrastructure Plays Emerge as Safe Bets

AI correction reveals divergence: infrastructure providers like $NVDA thrive while smaller software firms face margin pressure from tech giants commoditizing AI.
NVDAMSFTAMZNGOOGGOOGL+5generative AIdata center GPUs
The Motley FoolThe Motley Fool··Leo Sun

Can Nvidia Replicate Its Magic? The $10K-to-$1M Dream Faces Reality

Nvidia's past decade delivered extraordinary returns, but its massive valuation makes another 100x gain unlikely despite strong growth catalysts ahead.
NVDAAMDMSFTGOOGGOOGL+1market valuationdata center GPUs
BenzingaBenzinga··Erica Kollmann

Nvidia's $1T Revenue Dream: The Math Behind An Audacious 3x Growth Target

Nvidia's $1T revenue goal by 2027 requires averaging $143B quarterly revenue—nearly triple current levels. This growth target strains realistic AI demand projections despite the company's GPU dominance.
NVDAAI chipssemiconductor
Investing.comInvesting.com··Jeffrey Neal Johnson

Meta Secures Multi-Year AMD GPU Deal, Expanding Chip Supplier Diversification

Meta commits to multi-year AMD GPU deal worth up to 6 gigawatts, diversifying its AI chip suppliers away from single-source dependency.
NVDAAMDMETAcapital expenditureAI infrastructure
The Motley FoolThe Motley Fool··Harsh Chauhan

AMD Gains on Meta GPU Supply Deal as AI Infrastructure Demand Accelerates

AMD shares surge 9% after securing a multi-year, potentially $60 billion GPU supply deal with Meta to power AI infrastructure expansion.
NVDAAMDMETAAI chipsAI infrastructure