KeyBanc highlights AI, tariffs, and China trends shaping the semiconductor sector, with insights on Nvidia, AMD, and Intel.

Shares of Nvidia surged Monday afternoon as semiconductor and artificial intelligence stocks attempted to stage a rebound ...

Back in 2019, an AMD patent for a hybrid ray tracing procedure surfaced, which was submitted in 2017. While it's not easy to ...

AMD has been gaining market share and faces better growth prospects than Nvidia beyond 2028. Check out the comparison between ...

Graphics processing unit (GPU) leader Nvidia is eating rival Advanced Micro Devices' (NASDAQ: AMD) lunch in the data center ...

In the latest round of machine learning benchmark results from MLCommons, computers built around Nvidia’s new Blackwell GPU ...