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.
Author
Rick Kilback
Latest reporting and analysis by Rick Kilback.
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33 stories total
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Polaris Receives Buy Rating and Plans Indian Motorcycle Spinoff
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 Launches New AI Embedded Processors and Expands HPE Partnership
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.
Bank Earnings Unfold Amid Policy Concerns and Market Reactions
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.
Mortgage Rates Drop as Credit Unions Lead Lending Survey
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 General Counsel Sells 120000 Shares in Options Transaction
Erasca's general counsel sold 120000 shares for $670800 on Jan 7, reducing direct holdings by 82.72% while retaining 360000 options.
December Inflation Data Shows Little Change as Mortgage Rates Hold Steady
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.
S&P 500 Achieves Rare Three-Year Streak as Investors Eye Select Stocks
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 Advises Caution on e.l.f. Beauty Stock Amid Tariff Concerns
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.