#pc-market-trends
#pc-market-trends

Tech industry

Jensen Huang Says 'Not One Company' Can Match NVIDIA's Performance Per Dollar. Here's What Investors Should Know

Tech industry

'Nvidia wants to acquire a PC manufacturer like Dell or HP'

Tech industry

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

4 hours ago

Why Isn't NVIDIA Stock at $300 While Other Semiconductor Stocks Rally?

NVIDIA shares lag behind peers despite strong AI market growth, with a 7% year-to-date increase compared to significant gains from competitors.

Jensen Huang Says 'Not One Company' Can Match NVIDIA's Performance Per Dollar. Here's What Investors Should Know

NVIDIA claims to have the best performance per total cost of ownership in AI computing, outperforming all competitors.

'Nvidia wants to acquire a PC manufacturer like Dell or HP'

Nvidia denies rumors of acquiring a major PC manufacturer despite stock price surges for Dell and HP.

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.

Citi and Evercore Pile Into Intel With Huge Price Target Hikes: Is the CPU Renaissance Real?

Wall Street is bullish on Intel after strong Q1 results, with upgrades from Citi and Evercore ISI boosting price targets significantly.

5 hours ago

Intel expects AI inference to drive demand for its CPUs

Intel is focusing on AI to regain market share in the CPU sector despite ongoing manufacturing challenges.

fromFast Company

2 hours ago

Intel stock price: INTC surges today after Q1 earnings reveal AI data center boom

Intel's Q1 2026 earnings report shows significant growth in AI-related revenue, boosting investor confidence and stock price.

Live: Will Intel's Q1 Earnings Keep Fueling its Epic Rally?

Intel's Q1 2026 earnings report is anticipated with a consensus EPS estimate of $0.0104 and guidance for revenue between $11.7B and $12.7B.

3 hours ago

Intel shares rise 29 percent after strong quarterly results

Intel's Q1 2026 revenue reached $13.6 billion, driven by strong demand for Xeon server processors for AI data centers.

fromFortune

13 hours ago

Intel CEO Lip Bu Tan crushed Wall Street targets on his 1-year anniversary: We are embracing our 'paranoid' roots | Fortune

Intel is revitalizing its identity as a key player in the CPU market, reporting significant revenue growth and increased demand for its products.

Citi and Evercore Pile Into Intel With Huge Price Target Hikes: Is the CPU Renaissance Real?

Wall Street is bullish on Intel after strong Q1 results, with upgrades from Citi and Evercore ISI boosting price targets significantly.

5 hours ago

Intel expects AI inference to drive demand for its CPUs

Intel is focusing on AI to regain market share in the CPU sector despite ongoing manufacturing challenges.

fromFast Company

2 hours ago

Intel stock price: INTC surges today after Q1 earnings reveal AI data center boom

Intel's Q1 2026 earnings report shows significant growth in AI-related revenue, boosting investor confidence and stock price.

Live: Will Intel's Q1 Earnings Keep Fueling its Epic Rally?

Intel's Q1 2026 earnings report is anticipated with a consensus EPS estimate of $0.0104 and guidance for revenue between $11.7B and $12.7B.

3 hours ago

Intel shares rise 29 percent after strong quarterly results

Intel's Q1 2026 revenue reached $13.6 billion, driven by strong demand for Xeon server processors for AI data centers.

fromFortune

13 hours ago

Intel CEO Lip Bu Tan crushed Wall Street targets on his 1-year anniversary: We are embracing our 'paranoid' roots | Fortune

Intel is revitalizing its identity as a key player in the CPU market, reporting significant revenue growth and increased demand for its products.

Marked-up Mac minis flood eBay amid shortages driven by AI | TechCrunch

Mac mini shortages have led to inflated prices on eBay amid increased demand for AI applications.

8 hours ago

Good luck getting a Mac Mini anytime soon

Apple's Mac Mini inventory is dwindling, with many models sold out or facing long wait times due to high demand and supply chain issues.

fromTechCrunch

Marked-up Mac minis flood eBay amid shortages driven by AI | TechCrunch

Mac mini shortages have led to inflated prices on eBay amid increased demand for AI applications.

8 hours ago

Good luck getting a Mac Mini anytime soon

Apple's Mac Mini inventory is dwindling, with many models sold out or facing long wait times due to high demand and supply chain issues.

Microsoft Gaming Is Dead, Xbox Gaming Is Back Says New Report

Asha Sharma is implementing significant changes at Xbox, including a rebranding back to Xbox Gaming and a price reduction for Game Pass.

Asha Sharma Isn't Rushing The Decision On Xbox Exclusives

Asha Sharma outlines plans for Xbox focusing on affordability, new features, and potential re-evaluation of game exclusivity.

21 hours ago

"Microsoft Gaming" Is Dead

Microsoft is rebranding its gaming division back to 'Xbox' to better align with its identity and ambitions.

Microsoft Gaming Is Dead, And Xbox Is Back (Again)

Xbox reverts to its original name, scrapping the Microsoft Gaming branding to strengthen its identity and address recent challenges.

Microsoft's new Xbox chief is 'reevaluating' exclusive games

Xbox is reevaluating its strategy on exclusivity and game releases, focusing on daily active players as a new priority.

Microsoft brings Xbox back, scraps Microsoft Gaming

Xbox CEO Asha Sharma is rebranding Microsoft Gaming back to Xbox to prioritize the gaming division's identity and correct previous strategic mistakes.

Microsoft Gaming Is Dead, Xbox Gaming Is Back Says New Report

Asha Sharma is implementing significant changes at Xbox, including a rebranding back to Xbox Gaming and a price reduction for Game Pass.

Asha Sharma Isn't Rushing The Decision On Xbox Exclusives

Asha Sharma outlines plans for Xbox focusing on affordability, new features, and potential re-evaluation of game exclusivity.

21 hours ago

"Microsoft Gaming" Is Dead

Microsoft is rebranding its gaming division back to 'Xbox' to better align with its identity and ambitions.

Microsoft Gaming Is Dead, And Xbox Is Back (Again)

Xbox reverts to its original name, scrapping the Microsoft Gaming branding to strengthen its identity and address recent challenges.

Microsoft's new Xbox chief is 'reevaluating' exclusive games

Xbox is reevaluating its strategy on exclusivity and game releases, focusing on daily active players as a new priority.

Microsoft brings Xbox back, scraps Microsoft Gaming

Xbox CEO Asha Sharma is rebranding Microsoft Gaming back to Xbox to prioritize the gaming division's identity and correct previous strategic mistakes.

India's smartphone production was on the rise in 2025, but strong headwinds await

Smartphone manufacturing in India grew 8% in 2025, driven by exports and modest domestic shipment increases.

France news

fromEngadget

6 hours ago

The Morning After: Polymarket and a hairdryer

Polymarket faces scrutiny over betting irregularities, including a soldier's arrest for using classified information to profit from bets.

Science

fromTechCrunch

AI galaxy hunters are adding to the global GPU crunch | TechCrunch

NASA will launch the Nancy Grace Roman space telescope in September 2026, providing 20,000 terabytes of data to astronomers.

fromInfoWorld

fromLondon Business News | Londonlovesbusiness.com

How I doubled my GPU efficiency without buying a single new card

During prompt processing, the H100s were running at 92% compute utilization. Tensor cores fully saturated. Exactly what you want to see on a $30K GPU.

Business intelligence

Toronto startup

10 hours ago

Tesla earnings a mixed bag following profit beat but revenue miss - London Business News | Londonlovesbusiness.com

Tesla's Q1 results indicate a focus on future growth and significant capex plans despite short-term cash flow challenges.

fromWIRED

I've Tested Gaming Laptops for Over a Decade. This Is What I Think You Should Buy

Gaming laptops have evolved significantly, offering powerful performance and sleek designs, making them viable alternatives to desktop PCs.

DevOps

Datadog digs down into GPU efficiency as AI costs soar

Datadog introduces GPU monitoring to enhance visibility and cost management for AI-driven organizations.

E-Commerce

fromABC7 Los Angeles

19 hours ago

The meaning behind 'dynamic pricing' and its impact to consumers

Dynamic pricing adjusts prices based on market conditions, demand, and supply, impacting both online and brick-and-mortar shopping.

frominsideevs.com

'For Parents': How Chinese Buyers See American And European Cars

Younger buyers in China, who once viewed German brands as top-tier, now see them as 'brands for the parents,' indicating a significant shift in consumer perception.

European startups

fromTNW | Business

6 hours ago

Tech industry

Intel's revival is real: $13.6B in Q1

Q1 revenue of $13.6 billion exceeded expectations, driven by strong Data Centre and AI growth, resulting in significant stock gains.

March 2026 Was A Huge Month For Console Sales In The US

Sales of gaming hardware in the US during March 2026 rose by 69% compared to March 2025, reaching $500 million. Circana said the Switch 2 'drove the overall gain' for March 2026.

Video games

Apple may be the only laptop vendor to grow in 2026

Apple's strategic focus on services and ecosystem integration has strengthened its market position and profitability despite a small share of the PC market.

Apple's New CEO Won't Make Games-But He Might Make Macs Worth Gaming On

John Ternus has been appointed as Apple's next CEO, potentially advancing Mac gaming despite not aiming to compete with major consoles.

Is this where Apple Silicon will be in 5 years?

Apple is advancing chip technology with 2nm, 1.4nm, and sub-1nm processors, enhancing performance and energy efficiency across its hardware by 2030.

Apple may be the only laptop vendor to grow in 2026

Apple's strategic focus on services and ecosystem integration has strengthened its market position and profitability despite a small share of the PC market.

Apple's New CEO Won't Make Games-But He Might Make Macs Worth Gaming On

John Ternus has been appointed as Apple's next CEO, potentially advancing Mac gaming despite not aiming to compete with major consoles.

Is this where Apple Silicon will be in 5 years?

Apple is advancing chip technology with 2nm, 1.4nm, and sub-1nm processors, enhancing performance and energy efficiency across its hardware by 2030.

SanDisk Climbs 295% YTD as AI Fuels Memory Mania: Can Q1 Results Justify the Run?

SanDisk shares are down 5% but have rallied 295% YTD, driven by AI demand and upcoming earnings expectations.

Wall Street Pro Thinks Google's AI Chip Edge Is Getting Harder to Ignore

Alphabet's TPUs are emerging as competitive alternatives to Nvidia's GPUs, showcasing significant performance and cost advantages.

fromGSMArena.com

21 hours ago

Samsung's mobile division may be facing its first-ever annual loss because of crazy memory prices

The soaring prices of DRAM and NAND memory are eating into the margins, with the bill of materials for a flagship phone predicted to rise by $100-$150. Memory makes up the most with 23% of the total going towards RAM and 18% towards storage.

Mobile UX

fromZDNET

Lenovo vs. Dell: My buying advice after testing dozens of laptops from both

Dell focuses on design for creatives, while Lenovo emphasizes practicality and value.

European startups

fromwww.dw.com

China's chip ambitions shake up global tech industry

The US imposed export curbs on advanced semiconductors to limit China's technological and military advancements.

Here Are Thursday's Top Wall Street Analyst Research Calls: Boston Scientific, Datadog, Deckers Outdoor, McDonald's, Murphy USA, On Semiconductor, Palantir Technologies, Texas Instruments, and More

Stock markets reached new highs driven by hopes for a U.S.-Iran ceasefire and strong corporate earnings, despite ongoing inflation concerns.

#ai

Artificial intelligence

Nvidia's CEO Sees Software Instances "Skyrocketing" - A Shift Investors Can't Ignore

Why Nvidia Is Betting Big on Adobe in the AI Era

AI spending is evolving into a strategic arms race, with partnerships becoming more critical than product launches.

Artificial intelligence

AMD Is Where Nvidia was 4 Years Ago -- This Is Where It Begins To Catch Up

Nvidia's CEO Sees Software Instances "Skyrocketing" - A Shift Investors Can't Ignore

Jensen Huang believes software will thrive despite the rise of AI agents, contradicting market fears of a software decline.

Why Nvidia Is Betting Big on Adobe in the AI Era

AI spending is evolving into a strategic arms race, with partnerships becoming more critical than product launches.

AMD Is Where Nvidia was 4 Years Ago -- This Is Where It Begins To Catch Up

AMD is positioned to capitalize on the evolving AI market, shifting focus from GPUs to CPUs for processing tasks.

India's app market is booming - but global platforms are capturing most of the gains | TechCrunch

India's mobile app market revenue is surging, with in-app purchases exceeding $300 million in Q1, primarily benefiting global platforms.

The Lenovo Legion Go S is RAMageddon's latest victim

Lenovo's Legion Go S handheld has seen a dramatic price increase, with some models nearly doubling since launch.

6 hours ago

A former ByteDance engineer says China's AI industry is 'far behind' the US and the gap is getting worse

China is falling further behind the US in AI development, according to a former ByteDance engineer.

New Tools Should Help Get Games Running Better On Steam Deck

Valve is enhancing Steam Deck performance data for developers of Verified games to improve game optimization on the platform.

Apple's M4 Mac mini, including the $599 one, is gradually becoming impossible to buy

MacBook models are currently available, but Mac desktops face significant availability issues and longer shipping times.

JPMorgan Just Crowned Lam Research With a $315 Target. Is the Chip Equipment Supercycle Just Getting Started?

JPMorgan and Goldman Sachs raised price targets for Lam Research, citing strong AI-driven chip demand and a positive long-term outlook.

Mobile UX

fromGSMArena.com

Asus exited the smartphone market and now it's making a tablet, here's what it looks like

Asus is exiting the smartphone market but is developing a new tablet called the Asus Pad with advanced features.

Framework launches the Laptop 13 Pro with Intel's new Panther Lake chips

Framework's new 13 Pro laptop maintains modularity while introducing significant upgrades like a larger battery and redesigned chassis.

Framework's first eGPUs turn its laptop into a desktop PC

Framework introduces the OCuLink Dev Kit for external GPU support, targeting power users with advanced connectivity options.

fromEngadget

Framework launches the Laptop 13 Pro with Intel's new Panther Lake chips

Framework's new 13 Pro laptop maintains modularity while introducing significant upgrades like a larger battery and redesigned chassis.

Framework's first eGPUs turn its laptop into a desktop PC

Framework introduces the OCuLink Dev Kit for external GPU support, targeting power users with advanced connectivity options.

The RAM shortage could get even worse if Samsung labor protests cut production

The RAM shortage driven by AI demand is escalating prices and causing labor unrest at Samsung over wage disputes.

IBM Can't Staunch AI Worries After Beating Wall Street's Estimates

IBM's Q1 2026 earnings beat expectations, but shares fell due to concerns over slowing revenue growth and generative AI competition.

#ai-infrastructure

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.

more#ai-infrastructure

Barclays Just Lifted Seagate Price Target From $425 to $625: Is the HDD-AI Cycle Just Getting Started?

Seagate Technology stock upgraded to Overweight by Barclays, with a price target increase to $625, reflecting confidence in HDD-AI storage growth.

#amd

Gadgets

AMD's Ryzen 9 9950X3D2 Dual Edition tested

Stifel Raises AMD Target to $320: Is the AI Chip Rally Just Getting Started?

Stifel raised AMD's price target to $320, indicating strong confidence in AI infrastructure demand and AMD's growth potential.

Business

AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to Rival NVIDIA?

AMD stock rises 6% due to catalysts in AI chip development and partnerships, signaling growing investor confidence.

AMD Price Prediction: Where Will The Stock be in 2027

AMD's stock is projected to rise to $284.67, indicating a 16.17% upside over the next year.

AMD's Ryzen 9 9950X3D2 Dual Edition tested

The Ryzen 9 9950X3D2 DE features 16 cores and 208 MB cache, but offers limited performance gains over cheaper models.

Stifel Raises AMD Target to $320: Is the AI Chip Rally Just Getting Started?

Stifel raised AMD's price target to $320, indicating strong confidence in AI infrastructure demand and AMD's growth potential.

AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to Rival NVIDIA?

AMD stock rises 6% due to catalysts in AI chip development and partnerships, signaling growing investor confidence.

AMD Price Prediction: Where Will The Stock be in 2027

AMD's stock is projected to rise to $284.67, indicating a 16.17% upside over the next year.

Artificial intelligence

Microsoft is Being Thrown Out With the Bathwater. Here's Why I'm Buying the Dip

Tech industry

Two-year-old Surface PCs get $300 price hikes as sub-$1,000 models go away

Tech industry

Global RAM shortage prompts Microsoft to hike Surface prices

Microsoft is Being Thrown Out With the Bathwater. Here's Why I'm Buying the Dip

Microsoft shares are recovering after a significant decline, with potential for growth driven by AI advancements and enterprise software demand.

Two-year-old Surface PCs get $300 price hikes as sub-$1,000 models go away

Microsoft is increasing prices for Surface devices significantly, with no new models under $1,000 and substantial hikes across the lineup.

Tech industry

Global RAM shortage prompts Microsoft to hike Surface prices

more#microsoft

AMD Ryzen 9 9950X3D2 Dual Edition review: Tons of cache for tons of dollars

What we didn't really find in our testing was evidence that the extra 64MB of L3 cache meaningfully improved performance beyond what the regular 9950X3D can already do.

Gadgets

fromTechCrunch

5 hours ago

In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs | TechCrunch

Meta has signed a deal to use millions of AWS Graviton chips for its AI needs, shifting from competitors like Google Cloud.

#xbox-game-pass

Video games

Xbox Game Pass Could Lose Other Day-One New Releases Beyond Call Of Duty, Expert Says

Video games

Game Pass Price Drop Announced, Call Of Duty No Longer A Day One Title

Xbox Game Pass Could Lose Other Day-One New Releases Beyond Call Of Duty, Expert Says

Xbox Game Pass cuts prices but new Call of Duty games will no longer launch on the service.

Game Pass Price Drop Announced, Call Of Duty No Longer A Day One Title

Xbox Game Pass prices are reduced, but new Call of Duty titles will no longer launch on the service immediately.

This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout

Texas Instruments is a legacy tech company with potential in the AI sector despite being overshadowed by more exciting semiconductor plays.

As chip crisis deepens, Everpure warns of 70 percent price hike

Everpure faces a 70% price increase due to a semiconductor shortage driven by AI demand, with input costs surging between 300% and 900% since mid-2025.

Marathon Was One Of March's Best-Selling Games In The U.S.

MLB The Show 26 topped U.S. sales in March, with Marathon achieving fourth place despite a competitive release month.

AI now gobbling up power and management chips for servers

The chip shortage is impacting power management chips, threatening server shipments as demand for AI products prioritizes manufacturing capacity.

One Year Later: Our 'No-Brainer' Rigetti Call Doubled. What to Do Now.

Rigetti Computing's stock nearly doubled, but valuation concerns and revenue declines pose risks for investors.

Global RAM shortage appears set to continue through 2027

The memory chip shortage is expected to persist throughout the year due to surging AI demand, with supply not normalizing until 2028.

fromTNW | Artificial-Intelligence

Google assembles four-partner chip supply chain with Broadcom, MediaTek, Marvell to challenge Nvidia in inference

Google is creating a diversified custom chip supply chain to challenge Nvidia's dominance in AI inference.

fromEngadget

6 days ago

A lot of you panic-bought PCs to avoid RAMaggedon 2026

AI-driven demand for memory and storage is causing pre-emptive computer purchases, leading to a 3.2% increase in global PC shipments in Q1 2026.

5 days ago

The RAM shortage could last years

Manufacturers are expected to meet only 60% of DRAM demand by 2027, with shortages potentially lasting until 2030.

3 weeks ago

PC Gaming RAM Got Cheaper For The First Time In Months

After Google released its TurboQuant compression algorithm, which can purportedly drastically reduce the amount of memory required for certain AI workflows, stock prices for memory manufacturers dropped significantly.

Gadgets

The memory shortage is driving up the cost of laptops

Memory chip shortages are driving up prices and affecting supply chains across the consumer electronics market.

Business intelligence

Memory shortage batters PC market; double-digit sales drop coming, say analysts

Enterprise buyers face volatile pricing with short-term vendor quotes, budget constraints delaying PC purchases, and slower AI PC adoption with reduced memory specifications.

PC sales rise in Q1 despite memory shortage - IDC

PC sales increased by 2.5% in Q1 2026, driven by preemptive purchases ahead of expected price hikes.

Marathon Sales Look Soft So Far - PC By Far The Favoured Platform

Marathon has sold 1.2 million copies, generating approximately $48 million in revenue, with PC sales dominating the market.

3 weeks ago

US PC shipments to fall 13% as memory costs surge

US PC shipments are set to fall by 13 percent this year thanks to the ongoing memory and storage crisis, with budget PCs hardest hit. Memory and storage costs will see at least a 60 percent increase during Q1 2026, compounding last year's rises of 40 to 70 percent.

Tech industry

2 months ago

Target Employee Shows In Real Time How Tech Prices Are Going Up, Up, Up

Retail SSD and SD card prices were deliberately raised in-store, causing online price jumps amid supply competition driven by datacenter and AI demand.

IDC lowers its PC sales forecast again - and significantly

IDC lowered its 2026 PC market forecast to an 11.3% decline due to memory shortages, rising component prices, and supply chain disruptions expected to persist into 2027.

PC Gaming Hardware Maker Calls 2026 'Most Challenging Year Ever' As It Hikes Prices Up To 30 Percent

MSI plans to raise gaming hardware prices by 15-30 percent in 2026 due to DRAM shortages and AI hyperscaler demand for memory components.

2 months ago

Memory price explosion triggers PC buying spree

Rising DRAM and NAND prices are prompting corporate buyers to accelerate PC purchases, boosting vendor revenues while potentially constraining unit demand later in 2026.