It appears that AMD’s gaming graphics business is in decline

I hate to say I told you. But back in October, I wondered if AMD would give up on PC gaming graphics chips. Now AMD has released its latest financial results and things are only looking uglier. For the first quarter of 2024, AMD said its gaming revenues were down as much as 48% compared … Read more

Nvidia fever is here. Why the chipmaker is the most popular stock in the world.

SAN FRANCISCO — In high school, the only thing Pablo Nava Barrera knew about was Nvidia, which made the graphics card in his video game computer. But when he started looking for internships last fall, the second-year computer science student at San José State University discovered that the company’s chips were behind “generative” AI tools … Read more

Tesla, Microsoft, Alphabet, Apple, Meta, Amazon and Nvidia

Beautiful Seven: Tesla, Microsoft, Alphabet, Apple, Meta, Amazon and Nvidia. Photo: Alamy/Getty/AP/Reuters (©Alamy/Getty/AP/Reuters) The Magnificent Seven accounted for about two-thirds of the S&P 500’s (^GSPC) gains last year, but can they repeat these extraordinary returns in 2024? This group of mega-cap tech giants – Alphabet (GOOGL), Amazon (AMZN), Apple (AAPL), Meta Platforms (META), Microsoft (MSFT), … Read more

How the rise of AI will benefit these nine chipmakers in 2024

A silicon wafer with chips etched into it at a research facility in Sunnyvale, California, US. (SWIMMING POOL New / Reuters) Semiconductors and chips emerged as a major talking point for businesses in 2023, with the rise of artificial intelligence (AI) and what appeared to be the end of a long-term supply chain shortage. Covid-19 … Read more