Tech Stocks Archives

AMD Faces New AI Pressure as Nvidia’s Groq Licensing Shifts Power

January 2, 2026 by Mintu

A New Inflection Point in the AI Chip War

The artificial intelligence semiconductor race has entered a new and more complex phase. What was once a relatively straightforward competition between graphics processing units has evolved into a layered ecosystem of licensing deals, custom accelerators, and vertically integrated AI stacks. At the center of this shifting landscape lies a question increasingly troubling investors: Should AMD shareholders be worried as Nvidia deepens its influence through Groq technology licensing? Advanced Micro Devices has spent the last several years repositioning itself from a cyclical CPU manufacturer into a serious contender in the data-center and AI acceleration markets. Its MI300 series, aggressive pricing strategy, … Read more

Billionaires Exit Amazon, Bet on Quantum Stock Despite Extreme Valuation Risks

December 24, 2025 by Mintu

A Billionaire Signal That’s Stirring Wall Street

When billionaire hedge fund managers move money, markets pay attention. Not because these investors are always right—but because their decisions often reveal where capital, curiosity, and conviction are flowing next. In the third quarter of 2025, three of Wall Street’s most respected hedge fund leaders quietly adjusted their portfolios in a way that caught investors off guard. Israel Englander of Millennium Management, Ken Griffin of Citadel Advisors, and Steven Schonfeld of Schonfeld Strategic Advisors all reduced their holdings in Amazon, one of the most dominant technology companies in the world. At the same time, they initiated or expanded positions in … Read more

Alphabet’s AI Comeback Intensifies Investor Fears Around Nvidia’s Future Dominance

November 27, 2025 by Mintu

Alphabet’s AI Resurgence Sparks Deep Concern for Nvidia and the Broader AI Chip Ecosystem

In the modern technology landscape, no race is more consequential than the global battle for leadership in artificial intelligence infrastructure. Over the past two years, the rapid proliferation of generative AI workloads, foundation models, and hyperscale deployment environments has elevated Nvidia to one of the most powerful companies in the world. But even as Nvidia continues to post record-breaking earnings, a subtle yet profound shift is emerging — a shift driven not by a start-up challenger, but by one of Nvidia’s own biggest customers: Alphabet. The latest analysis from Melius Research suggests that Alphabet may be staging an “AI comeback” … Read more