Nvidia Faces Rising Competition in AI Chip Market
Nvidia's dominance in AI infrastructure faces challenges from Broadcom's custom ASICs and TSMC's manufacturing role, with analysts projecting significant revenue growth for Broadcom.
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Latest reporting and analysis by Rick Kilback.
Nvidia's dominance in AI infrastructure faces challenges from Broadcom's custom ASICs and TSMC's manufacturing role, with analysts projecting significant revenue growth for Broadcom.
Seaport Research initiated coverage of Polaris with a Buy rating and $83 target. The company also announced plans to spin off Indian Motorcycle, expecting financial benefits from the deal.
AMD introduced Ryzen AI Embedded processors on Jan 5 for edge AI applications and expanded its collaboration with HPE on Jan 2 for scalable AI infrastructure.
Fourth quarter earnings season begins with major banks reporting results. Stocks react to policy risks and credit card rate cap proposals while companies like TSMC and BlackRock post strong numbers.
A Yahoo Finance survey shows mortgage rates falling, with six top lenders offering rates below 6%. Navy Federal Credit Union leads with 5.488% APR.
Erasca's general counsel sold 120000 shares for $670800 on Jan 7, reducing direct holdings by 82.72% while retaining 360000 options.
The Bureau of Labor Statistics released December's Consumer Price Index, showing a 2.6% annual rise in core inflation. This figure matched September and November levels, indicating stagnant inflation unlikely to prompt immediate Federal Reserve action on interest rates.
The S&P 500 gained 16% in 2025, marking its third consecutive year with at least a 15% increase. In a historically pricey market, AT&T, The Trade Desk, and NextEra Energy are highlighted as potential investments for 2026.
Jim Cramer discussed e.l.f. Beauty stock on his November 21, 2025 show, citing tariff issues and high short interest as reasons for caution, while expressing confidence in CEO Tarang Amin.