Advanced Micro Devices (NASDAQ: AMD), and why investors should be cheering after Oracle's (NYSE: ORCL) earnings. To learn more, check out the short video, consider subscribing, and click the special offer link below.

BofA analyst Vivek Arya said in a note to clients that he is focusing on Nvidia’s gross profit margins and their recovery as a key to a meaningful rebound in the stock. “Nvidia’s stock peaked last year (June) right around the time gross margins peaked around 79% in the Hopper product cycle,

After retreating 27% in the past three weeks, Nvidia stock is attempting a rebound. Several Wall Street bulls say shares of the AI chipmaker are trading at an attractive valuation now.On Tuesday, Nvidia stock hit a six-month low of 104.

The talks come after the Trump administration requested TSMC to assist in turning around the troubled technology company.

In the on-again, off-again saga of TSMC's supposed designs on Intel's chip factories, there's a new twist. Reuters reports that TSMC has pitched Nvidia, AMD and Broadcom with the idea of a joint venture to take control of Intel's struggling fabs.

Shares of some of the biggest semiconductor players, including Nvidia Corp. (NVDA), Advanced Micro Devices Inc. (AMD), and Broadcom Inc. (AVGO), among others, surged by as much as 6% on Wednesday even as U.