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In this quarterly semiconductor update, Angus Shillington and Nick Frasse discuss Nvidia’s earnings and the company’s return ...

Amazon (AMZN) is ramping up access to Nvidia’s (NVDA) latest AI chips and is open to hosting rival AI models, including those ...

Investors can buy AMD stock today for 27-times forward earnings. That's a premium to the overall market, but a discount ...

Nvidia-backed CoreWeave holds first place in the IBD 50 list of growth stocks. CoreWeave rents out Nvidia's AI chips to hyperscalers.

Amazon.com Inc.’s cloud services chief says the company is aggressively expanding server farms globally and looking to boost ...

Nvidia is slated to report fiscal first-quarter results after the market closes Wednesday, with Wall Street expecting another ...

The tech conglomerate operates the world's largest e-commerce and cloud computing platforms, and it's quickly cementing ...

It marked a break from the company’s recent string of post-earnings slumps, and it signals that Wall Street believes the AI trade can still outrun geopolitics, even if that hasn’t exactly happened to ...

The Times sued OpenAI and Microsoft for copyright infringement. Now its editorial content will appear across Amazon platforms ...

Move signals OpenAI’s break from Microsoft exclusivity as enterprise AI infrastructure costs surge to unprecedented levels.