NVIDIA Faces Logistics and Regulatory Challenges for H200 Chips in China

AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending

AMD CEO Lisa Su dismissed AI spending fears, calling markets short-sighted and reaffirming long-term demand despite the chip sector’s selloff.

Advanced Micro Devices vs. Taiwan Semiconductor Manufacturing: The AI Sell-Off Is Exposing a Critical Difference Investors Shouldn't Ignore for 2027

Following the recent semiconductor sell-off, the article compares AMD and TSMC as AI investment opportunities for 2027. While AMD competes directly in the AI chip market with strong growth (34% revenue increase), TSMC benefits from manufacturing chips for multiple industry leaders with superior profitability (45.1% margin). TSMC is recommended as the better buy due to its lower valuation (23.8x forward P/E vs AMD's 63.0x), stronger financial position, and broader exposure to the AI industry without dependence on a single chip designer.

Nvidia Stock Is Now Cheaper Than a Toilet-Paper Company, Data Shows

Nvidia's forward P/E fell to 15.2x, below Kimberly-Clark's 15.5x. The AI chipmaker now trades cheaper than 22 of 33 consumer staples stocks.

'NVIDIA Has Approached Apollo About Creating A Network Of Small AI Data Centers Potentially Spanning 20 States Across The U.S.' - The Information

'NVIDIA Explores Retrofitting Old Telecom Buildings For AI Data Centers' - The Information

SanDisk Leads Memory Stocks Lower: A Look Inside the Rout

SanDisk plunged nearly 20% as AI and memory stocks sold off after election results raised fears of data-center delays and weaker chip demand.