“[Using Intel’s fabs to make chips is] a massive step in the right direction for U.S. chip designers and breathes new life into a poorly run company for decades”

by Marketing | Sep 19, 2025 | Market Notes, Media Notes

Nvidia just gave Intel a starring role in America’s AI playbook

“AMD has been seizing market share in desktops and laptops for quite some time and this will help Nvidia out against its closest domestic peers”

by Marketing | Sep 18, 2025 | Market Notes, Media Notes

Nvidia bets big on Intel with $5 billion stake, chip partnership

“The company’s current growth rate is still remarkable”

by Marketing | Aug 28, 2025 | Market Notes, Media Notes

5 biggest takeaways from Nvidia’s Q2 earnings call

“The negative stock reaction feels like a bit of an incorrect knee-jerk reaction”

by Marketing | Aug 28, 2025 | Market Notes, Media Notes

S&P 500 hovers near record as Nvidia results validate AI trade: Live updates

“I think the market will focus on the supply constraint to manufacture Hooper and Blackwell”

by Marketing | Nov 22, 2024 | Market Notes, Media Notes

How to Think About Nvidia’s Supply Constraints