AMD announced yesterday that it would be talking about more details for its next-generation GPUs on February 28 ahead of an "early March" launch, right around the same time that Nvidia is going live with the RTX 5070.

Nvidia’s RTX 50-series GPUs are just around the corner, with the first releases — the RTX 5090 and RTX 5080 — dropping on January 30th. The RTX 5070 Ti and RTX 5070 will follow that with their own releases in February,

AMD RX 9070 vs Nvidia RTX 5070 GPU showdown is apparently on, I just hope Team Red doesn't disappoint with pricing.

​​The February 26 earnings report will be pivotal in confirming whether the bullish thesis holds. Analysts expect Q4 revenue to grow 72% year-over-year to $38.1 billion, along with EPS of $0.79. Nvidia needs to surpass these expectations markedly to reignite any sort of rally.

A year ago, a screen of the S&P 500 placed Nvidia Corp. at the top of the list of companies that were expected to show the most rapid increases in revenue from 2023 through 2025. Now it is time to run the screen again, using estimates through 2026.

Serve Robotics (SERV), and SoundHound AI (SOUN) are taking a significant hit after Nvidia (NVDA) said it has unloaded its stakes in all three on Friday. The AI chip giant’s 13F filing today resulted in a 12% decline in NNOX,