Nvidia's stock is down and AMD is up. The culprit may be Arista.

Shares of Nvidia fell on Friday, while rival Advanced Micro Devices rallied after the CEO of Arista Networks said her company is shifting some workloads.

Nvidia’s $53 Billion Investment Spree On AI Startups

Nvidia invested roughly $53 billion across 170 deals spanning the entire AI ecosystem, according to PitchBook data. In 2025 ...

Lutnick Signals No Wiggle Room For Nvidia On China Chip Controls

U.S. Commerce Secretary Howard Lutnick addressed the licensing requirements governing Nvidia Corp.’s (NASDAQ:NVDA) sales of ...

Nvidia shares rise 8% as Jensen Huang says $660 billion capex buildout is sustainable

Huang's comments come after key Nvidia customers Meta, Amazon, Google and Microsoft reported their latest earnings over the ...