Meta just made a huge bet on AMD -- and against Nvidia.

Aristotle Funds, an investment advisor, released its “Growth Equity Fund” fourth-quarter 2025 investor letter. A copy of the ...

NVDA stock provides remarkable revenue growth in crucial periods, enhanced profitability, and a comparatively lower valuation ...

Heitzmann’s primary concern centers on what he described as “circular commerce,” a phenomenon that evokes haunting memories ...

Advanced Micro Devices, Inc.’s AMD new 6GW graphics processing unit (GPU) deal with Meta Platforms Inc META is drawing mixed ...

On Feb. 24, 2026, a massive Meta AI chip pact reframed this chipmaker's role in data center infrastructure.

Last week, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) and Meta Platforms (NASDAQ:META) expanded their partnership, with Meta committing to millions of Nvidia GPUs for its AI data centers. The news ...

Impax Asset Management‘s “Impax US Sustainable Economy Fund” released its Q4 2025 investor letter. A copy of the letter can ...

Ashva Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The Fund’s investment strategy focuses on acquiring ...

Meta signs a $100B+ AI chip deal for 6GW of MI450 GPUs and custom CPUs, with warrants covering up to 10% of AMD.