Nvidia leads in AI chips with strong growth and a powerful software moat, but faces high valuation risks amid rising ...

Huawei has become widely regarded as China's most promising domestic supplier of chips essential for AI development.

Despite hitting the $500 mark, Microsoft remains a strong buy in my book. While critics argue it’s “too expensive” or “priced for perfection,” the company’s bold $80 billion investment in AI alongside ...

He believes the current growth in energy required for AI—which the World Economic Forum estimates will be 50% a year through ...

Microsoft has mainly focused on making significant investments in AI. This has resulted in the tech company laying off almost ...

“Despite Beijing pouring significant subsidies into its domestic semiconductor industry, China cannot produce chips capable ...

Following an unprecedented AI chip demand, NVIDIA recently became the first company to reach a market capitalization of $4 ...

Tesla Inc.'s core car-making business is facing a deteriorating outlook, providing a major test of CEO Elon Musk's vision of ...

Marvell has underperformed YTD, down 36%, while broader markets and AI peers like Nvidia reached new highs. See why I rate ...

The Trump administration is set to release a new artificial intelligence blueprint on Wednesday that aims to relax American ...

Two of the "Magnificent 7" have reported results, kicking off the group's earnings releases for the quarter, with AI and US tariffs among the topics in focus. The latest earnings season is another ...

In automotive, MediaTek’s Dimensity Auto cockpit platform now integrates Nvidia RTX GPUs for advanced in-vehicle graphics and ...