Marvell Technology stock has dropped 34% YTD, lagging behind Nasdaq 100. Marvell's lower market share in ASICs compared to ...

Lam Research (LRCX) stock soars 40% YTD on AI and data center demand, strategic investments & strong financial results, but ...

Investors are glued to Nvidia (NVDA) shares this morning after the chipmaker inched higher to become the world’s first $4 ...

British smartphone chip designer Arm Holdings (NASDAQ:ARM) trades above its 50-day moving average of $134.91. The stock ...

Applied Materials met Wall Street’s expectations in the first quarter of 2025, but the market reacted negatively, reflecting ...

AMD's stock surged 38% in last 3 months due to AI frenzy, outperforming S&P 500 and Nasdaq. Analysts predict 16.78% upside and $6.6B sales upside by 2027.

Analog Devices' first quarter performance was marked by strong year-over-year revenue growth, with management attributing ...

According to a Bank of America Securities (BofA) report, AI has the potential to drive $1 trillion of spending by 2030. “We lay out path towards ~$1tn in global data center market by CY30, of ...

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Druckenmiller holds steady in his Duquesne portfolio, focusing on concentrated bets and tracking macroeconomic trends.

Vivek Arya, BofA Securities senior semiconductor analyst, joins 'The Exchange' to discuss Bank of America Securities call of $1 trillion in AI spending by 2030.