$NVIDIA (NVDA.US)$Cloud growth was primarily driven by Alibaba, which saw 9% month-over-month growth.Nvidia saw an increase of 6% month-over-month, and 31% year-over-year.John Vinh has an Outperform rating and $165 price target for $Advanced Micro Devices (AMD.US)$ .
$Intel (INTC.US)$ grew slightly, a 1% month-over-month increase and 28% year-over-year growth, the analyst noted. The chipmaker was helped by Alibaba expanding Ic...

$NVIDIA (NVDA.US)$ Chipmaker Nvidia Corp said on Friday it would seek shareholders' approval to increase the number of authorized shares of common stock to 8 billion from 4 billion.

$NVIDIA (NVDA.US)$ Truist analyst William Stein lowered his price target on Nvidia to $298 from $347 and maintained a "buy" rating. Stein said a sudden negative shift in demand signals from a range of computing, consumer and communications original equipment manufacturers (OEMs) has prompted him to factor in negative semiconductor growth and lower price-to-earnings ratios in his 2023 model.

$Advanced Micro Devices (AMD.US)$ in previous yearsSold the semiconductor packaging and testing plant and handed it over to its partner Tongfu Microelectronics, which is responsible for the packaging of a large number of AMD Ryzen and Radeon graphics chips. The company recently confirmed that AMD's chip production capacity is expected to ease, and the company's packaged 5nm prod...

$Advanced Micro Devices (AMD.US)$ Serial PC hardware leaker Moore’s Law Is Dead has summarized everything he knows about AMD’s upcoming entry-level/lower-midrange Navi 33 GPU. Expected to be featured in the RX 7700 XT, Navi 33 is rumored to be based on a 6 nm node with a monolithic die. MLID’s sources put the die size within the 360 mm – 460 mm2 range.
MILD expects $NVIDIA (NVDA.US)$ 33 to pack in 128 MB o...

$Intel (INTC.US)$ When we last checked in with $Lockheed Martin (LMT.US)$ , the defense stock was selling its fighter jets to Germany. Amid a historically profitable time for the sector, how has the stock fared?
Earlier this week, Lockheed Martin signed an agreement with $Intel (INTC.US)$ with the goal of advanced 5G communication for the U.S. and allied defense systems. In two weeks, Lockheed is set to first quarter earnings, with analysts curre...

$Intel (INTC.US)$ Through IRTI, we’re implementing Intel technology to help improve patient safety and care. One project leverages Intel AI technology to establish zones around a patient’s bed, implementing virtual rails that, if crossed, trigger an alert for the medical team. A trained technician also monitors multiple patient rooms from a central station with this AI-assisted tech and alerts the care tea...

$Intel (INTC.US)$ We also formed an alliance with 50 partners from Fortune 500 companies, NGOs and academia to build up the N50 Project focusing on closing the participation gap in the digital world. N50 works with the Welcome to America Project in Phoenix, where they provide digital literacy skills, online English as a second language tutoring and job searching for local refugees. The partners also support the rollout of tec...

$Intel (INTC.US)$ To address environmental and educational needs of the Boa Esperança community in Brazil, we partnered with Dell and the Sustainable Amazon Foundation to establish a solar community hub. Powered by solar energy, it provides internet access, technology and services that benefit about 1,500 people. The community hub provides access to digital literacy skills, business management training and healthcare thr...

$Taiwan Semiconductor (TSM.US)$ $SAMSUNG EL 144 (SSNGY.US)$ $ASML Holding (ASML.US)$ Delivery times have increased sharply as demand for high-performance semiconductor production equipment is increasing due to surging demand for high-end chips amid a prolonged shortage of parts for semiconductor equipment production. SEMI predicted that the global semiconductor equipment investment will reach US$103 billion in 2022.
In January, the fig...