OpenAI released its new 4o Image Generation feature in ChatGPT, and it has become so popular that the company is temporarily ...

Nvidia said during its earnings call that large cloud service providers -- this brings to mind companies like Amazon or Microsoft, for example -- make up half its data center revenue. These are ...

And this isn't even just in response to NVIDIA earnings. This is over the past week. So we have (AMD) down 9%, (ARM) is down 10%. We've flagged ARM as a good AI bellwether just because it was it ...

Back in November we reported that Nvidia was planning to put an ARM CPU for the PC into production in 2025. Now it seems the chip, or at least some version of it, may have been spotted crunching ...

Nvidia's earnings report is one of my highlights of ... so I broke it down company by company. Microsoft (MSFT) has already doubled its data center capacity during the last three years and intends ...

As of Friday, market pricing implied a 7.1% post-results move in Nvidia's stock, researchers at Bank of America said in a note Tuesday. That is the smallest such expected move since 2023, they said.

Nvidia (NVDA) stock fell 8.5% Thursday after the company's fourth quarter earnings topped Wall Street's expectations, but its outlook for first quarter gross margin came in lower than estimates.

Growing challenges Cloud giants such as Amazon AWS (AMZN), Microsoft ... Arm Holdings, Micron Technology, Nvidia and others. He holds shares of Intel. More: Nvidia's stock is in a funk. Earnings ...