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NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals
NVIDIA fortified its long-term competitive moat by acquiring the fastest chip technology available to dominate the next phase of artificial intelligence growth. Dec 26, 2025 - $AMD
Is AMD’s Soaring AI Fueled Share Price Still Justified in 2025?
If you are wondering whether Advanced Micro Devices at around $215 a share is still a smart buy or if the big gains are largely behind it, you are not alone. This is exactly the question we are going to unpack. The stock is up 8.5% over the last week and 78.3% year to date, building on a 70.3% gain over the past year and a 243.7% return over three years that has reset expectations and risk perceptions for investors. Recent headlines have focused on AMD expanding its presence in artificial... Dec 25, 2025 - $AMD
Harbor Capital Appreciation Fund Added Advanced Micro Devices (AMD) in Q3
Harbor Capital Appreciation Fund, an investment management company, released its Q3 2025 investor letter. A copy of the same can be downloaded here. The Harbor Capital Appreciation Fund primarily focuses on investing in equity securities, targeting U.S. companies that have a market capitalization of at least $1 billion at the time of investment. US equities […] Dec 25, 2025 - $AMD
Nvidia, joining Big Tech deal spree, to license Groq technology, hire executives
Nvidia has agreed to license chip technology from startup Groq and hire away its CEO, a veteran of Alphabet's Google, Groq said in a blog post on Wednesday. The deal follows a familiar pattern in recent years where the world's biggest technology firms pay large sums in deals with promising startups to take their technology and talent but stop short of formally acquiring the target. Groq specializes in what is known as inference, where artificial intelligence models that have already been trained respond to requests from users. Dec 24, 2025 - $AMD
Leak Hints at First Intel Nvidia Chip After $5 Billion Partnership
Intel (INTC, Financials) and Nvidia (NVDA, Financials) may be preparing to ship their first jointly developed chip, according to leaked details about a laptop processor called Serpent Lake. The leak, shared by YouTube channel RedGamingTec, suggests the chip will combine Intel CPUs with Nvidia RTX graphics in a single design. Serpent Lake is expected to pair Intel's upcoming Titan Lake CPU architecture with Nvidia's RTX Rubin graphics, manufactured on TSMC's 3-nanometer process. Dec 24, 2025 - $AMD
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