That is to say, Broadcom offers a more diversified chipmaker compared to Nvidia or even AMD (which also has a strong CPU business). That may be why Tepper took a small stake in the company during the ...

The stock market is at highs thanks to Nvidia and AMD, but getting a little stretched. Tesla and Google are on tap.

Investing.com -- China’s AI chip demand is projected to hit $39.5 billion in 2025, yet supply is expected to fall short at $37 billion, leaving a $2.5 billion gap, said analysts at Bernstein in a ...