AMD has the components to target $100 billion of AI revenue in the next few years.

Our view of Nvidia at the current share price.

Our update on select stocks from the Semiconductors industry.

Our view after third-quarter results.

With outstanding long-term estimates, here’s what we think of Nvidia stock.

What does another huge AI deal mean for investors?

Big AI dreams as firms announce a strategic partnership.

We doubt the $5 billion is meaningful enough to force Nvidia to use Intel, either for core products or even for the chips in collaboration.

No signs of a slowdown in demand for Nvidia’s chips, and the long-term picture looks bright.

A selloff in Nvidia stock on the earnings news looks like a buying opportunity to us.