Advanced Micro Devices, Inc. & Nvidia Corporation's are well-positioned to ride an upgraded growth outlook. Click to read more on why I prefer NVDA stock over AMD.

Nvidia’s anticipated move into the consumer CPU market has reportedly hit a major speed bump, with its ARM-based N1 and N1X chips now delayed until late 2026. According to SemiAccurate, the delay stems from critical hardware defects in the silicon design that may require a full respin.

Ben Reitzes, Melius Research managing director, joins CNBC's 'Squawk on the Street' to discuss expectations for Nvidia following the company's clearance to resume sales in China, the implications for AMD,

The federal government’s past restrictions on AI chip sales inside China were easily the biggest threat to American preeminence in the AI space.

Nvidia Corporation remains a top AI infrastructure pick despite risks, and Advanced Micro Devices offers tactical opportunity. Click for more on AMD and NVDA.

Most U.S. stocks fell after an update on inflation hurt Wall Street’s hopes for lower interest rates. Tech stocks were an outlier, though.

Nvidia expects to be able to sell H20 chips in China once again after previously forecasting it would lose out on $8 billion in revenue this quarter related to sales restrictions.