These Are the Hottest Upgrades From the Q3 Reporting Cycle Analysts are upgrading and lifting price targets for critical tech players and AI infrastructure providers, setting a high bar for 2026 price action. MarketBeat · Dec 2, 2025
Great news for Intel: It now owns fully 1% of the gaming GPU market OK, alright, the thing about the Apple foundry contract is much bigger news. PC Gamer · Dec 2, 2025
Google is relying on its own chips for its AI system Gemini. Here’s why that’s a seismic change for the industry For many years, the US company Nvidia shaped the foundations of modern artificial intelligence. Its graphics processing units (GPUs) are a specialised type of computer chip originally designed to handle the processing demands of graphics and animation. But they’re also great for the repetitive calculations required by AI systems. The Conversation · Dec 2, 2025
Latest GPU market analysis shows Nvidia losing ground to AMD — and Intel cracks the 1% share milestone for the first time Intel breaks through 1% graphics card market share. AMD is also rising. Both gain at Nvidia's expense. Tom’s Hardware · Dec 2, 2025
Michael Burry Slams Tesla's Overvaluation, Claims Nvidia's Finances Appear Better Than They Are Michael Burry described Tesla as a 'ridiculously overvalued' company and theorized that longer depreciation schedules could be making Nvidia's finances appear better than they actually are. International Business Times UK · Dec 2, 2025
Nvidia Open-Sources AI That Helps Self-Driving Cars Think Like Humans Nvidia Corp. (NASDAQ:NVDA) is expanding its open-source artificial intelligence portfolio with a sweeping set of new models, datasets, and development tools designed to accelerate progress in both digital and physical AI. Benzinga · Dec 2, 2025
Stock Index Futures Gain as Investors Recover Risk Appetite December S&P 500 E-Mini futures (ESZ25) are up +0.27%, and December Nasdaq 100 E-Mini futures (NQZ25) are up +0.39% this morning, signaling a rebound from yesterday’s sell-off on Wall Street as investor risk appetite gradually returns at the start of December, a period that has historically been strong for markets. Barchart · Dec 2, 2025
Jim Cramer Says 'Only A Matter Of Time' Before OpenAI Admits Falling 'Behind' Google Gemini 3 As Sam Altman Reportedly Hits 'Code Red' CNBC commentator Jim Cramer predicted OpenAI‘s future in light of the recent advancements in AI technology. Benzinga · Dec 2, 2025
Hytale PC requirements: Minimum and recommended specs Make sure your PC is prepared for the early-access in January. Dot Esports · Dec 2, 2025
Kevin O'Leary Says AI Is Nowhere Near Bubble — Real Crisis Is Global Power Shortage As Data Center Demand Explodes On Monday, popular investor and "Shark Tank" star Kevin O'Leary said that the real threat to the AI boom isn't hype or inflated valuations — it's the scarcity of electricity. Benzinga · Dec 2, 2025
This is the future of gaming – plus 8 hi-tech consoles you can buy right now As the PS5 and Xbox Series get older, what will the next generation of games consoles be like? T3 · Dec 2, 2025
UK Retailer's £120,000 Price on 8GB RAM Sends Gamers Into Panic Over Market Collapse Currys Business recently posted an 8GB RAM costing £120,000, which sent the community into a spiral. Is this a look into the future of RAM prices? International Business Times UK · Dec 2, 2025
MongoDB Reports Q3 With $628M Revenue: 5 Key Takeaways Amid Nasdaq Volatility MongoDB's Q3 revenue grew 30% as AI hype stocks collapsed, revealing a divide: enterprise infrastructure demand accelerates while consumer AI faces valuation fears. International Business Times UK · Dec 2, 2025
Asian shares advance after a retreat on Wall Street Asian shares have mostly advanced after U.S. stocks gave back some of last week’s rally The Independent UK · Dec 2, 2025
Caixin Global · Dec 2, 2025 Tech Brief (Dec. 2): DeepSeek Rivals OpenAI, Google With New Models Nvidia takes $2 billion stake in Synopsys, Apple shakes up AI leadership
Benzinga · Dec 2, 2025 Strategy Inc, Beyond Meat, Credo Technology, Synopsys And Apple: Why These 5 Stocks Are On Investors' Radars Today U.S. markets slipped on Monday, with the Dow Jones falling 0.9% to 47,289.33, the SP 500 easing 0.5% to 6,812.63, and the Nasdaq edging down nearly 0.4% to 23,275.92.
Benzinga · Dec 1, 2025 EXCLUSIVE: November's 12 Most-Searched Tickers On Benzinga Pro — Where Do Apple, Nvidia, Opendoor Rank? Each trading day, Benzinga Pro features hundreds of headlines and press releases for traders to peruse the latest market news and individual stocks.
Barchart · Dec 1, 2025 Nvidia Just Bet $2 Billion on Synopsys. Should You Buy SNPS Stock Too? Synopsys shares extend gains as Nvidia announces a $2 billion stake in the design automation company. Morgan Stanley recommends buying SNPS stock heading into 2026.
Barchart · Dec 1, 2025 Competition Is Heating Up, But Bank of America Still Thinks AMD Stock Is a Buy Here While competition in the AI chip race accelerates, Bank of America remains faithful in AMD’s future.
Barchart · Dec 1, 2025 Nvidia May Not Be Enron, But Does NVDA Stock Still Face AI Bubble Risks Here? Nvidia has refuted claims from Michael Burry, saying it is not Enron in an internal memo. However, the company is not out of the woods yet if the AI rally turns out to be a bubble.
TechRadar · Dec 1, 2025 “I promise you, you will have work to do” - Nvidia CEO Jensen Huang urges everyone to use AI as much as possible, says it's "insane" for people to want to use it less Huang urges complete AI automation while Nvidia confronts investor skepticism, internal resistance, and broader industry concerns about long-term stability.
Benzinga · Dec 1, 2025 Nvidia Stock Bounces Back: What's Going On? NVIDIA Corp (NASDAQ:NVDA) shares are trading higher on Monday. CEO Jensen Huang provided commentary on recent AI concerns after the company announced an expanded partnership with Synopsys Inc (NASDAQ:SNPS), aimed at reshaping the design and engineering industries.
MarketBeat · Dec 1, 2025 NVIDIA’s 13F Reveals 2 Q3 Winners—And 1 Painful Miss See which NVIDIA investments won and lost in Q3. Neo-clouds delivered starkly different returns, with one dictating the overall portfolio's direction.
Benzinga · Dec 1, 2025 Broadcom's New Google Chips Could Be 40% Cheaper To Run Than Nvidia's, Analyst Says Broadcom Inc (NASDAQ:AVGO) is gaining momentum in the artificial intelligence accelerator race thanks to Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) Google's push to scale Tensor Processing Unit-powered computing across both internal systems and future external customers.
Fortune · Dec 1, 2025 There’s a ‘once-in-a-generation opportunity’ in these stocks right now, no matter how the AI boom ends, market veteran says “Typically, quality stocks have delivered their best returns after similar (but rare) periods of underperformance, which is why this moment feels so ripe.”