AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware but analysts say the next generation could face a delay.

While their respective share price appreciation indicates everything is going great for Nvidia, Palantir, and AMD, all three companies have, collectively, offered up a nearly $13 billion warning to Wall Street. The real question is: Are you, or any other investors, heeding this warning?

AMD's RX 9060 just appeared in a benchmark, and the results are surprisingly good.The Latest Tech News, Delivered to Your Inbox

Trump Says Tariff Rate on Semiconductors Could Reach 300%. Nvidia and AMD Stocks Fall.

See where Nvidia and AMD earn their revenue, broken down by country, and why geographic exposure matters for chip investors amid U.S.-China tensions.

While everyone else has been talking about Nvidia’s GPUs, Lisa Su has discreetly turned AMD into a chipmaking phenom. And as the US-China tech war rages, she’s at the center of it all.

If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

Appaloosa's billionaire investor has swapped out two artificial intelligence (AI) hardware goliaths for a rapidly growing company in the fintech arena.