Nvidia ( NVDA) investors are navigating through an un-Nvidia-like start to the year. Shares of the AI chip darling are off by ...

In a note on Monday, EvercoreISI analyst Mark Lipacis points to three reasons for the weakness after talking with clients. They include: 1) DeepSeek lowers AI demand in aggregate, 2) DeepSeek shifts ...

There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.

Astera Labs (ALAB) rose more than 1% in pre-market trading Monday as investors looked ahead to the chipmaker’s fourth-quarter ...

AMD's Q4 results show strong Data Center growth, boosting free cash flow and potential upside. Explore more details here.

Artificial intelligence (AI) has probably been the hottest investment theme on the planet over the past year. You can go to ...

DeepSeek’s announcement last month that it has developed advanced AI with less advanced and fewer chips has emboldened ...

ASML's Q4-2024 revenue surged 24%, with AI growth supporting its outlook. See why ASML stock offers solid potential despite ...

Tokyo Electron is in a fairly strong financial position. The company has no debt and typically maintains a substantial cash position on its balance sheet, which we believe is appropriate for chip ...

Investors must focus on revenue and gross margin line items to determine whether stocks will see impact.

Despite soaring demand for artificial intelligence (AI) accelerators and market share gains in the PC and server CPU markets, ...

Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its AI investments.