AMD revenue came in at $7.7 billion, above analysts’ expectations for $7.5 billion, but the company’s data-center unit came ...
The market sold off this morning after President Donald Trump announced sweeping tariffs over the weekend to take effect ...
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...
Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...
Semiconductor stocks were once again at the forefront of media and investor attention this week during the stock market ...
Most Wall Street analysts expect shares of Nvidia and Lam Research to soar in 2025. Nvidia's leadership in artificial ...
Shares Semiconductor ETF offers exposure to the semiconductor sector. Learn why SOXX may be risky, with concerns over ...
The transformative power of artificial intelligence (AI) is undeniable. A recent McKinsey & Company research report estimates ...
We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where ...
Despite risks like geopolitical tensions and high capital expenses, TSMC's long-term vision and market leadership make it a ...
Asian stocks wished they were still on vacation, as U.S. tariffs proved not to be a beautiful thing for stocks as the U.S.
Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...