Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another ...

As investors applaud Nvidia (NASDAQ:NVDA) and its top boss Jensen Huang on becoming the first company to surpass a $4 ...

I rate AMD a Buy. AMD is the 'Rook' of the AI ecosystem, dominating AI and data centers, PCs and Laptops, Embedded systems, ...