AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware but analysts say the next ...

Nvidia's stock hit a new high after the company struck a deal with the U.S. government to resume the sale of select chips to ...

Astera Labs stock is surging after record Q2 results and fresh AI infrastructure partnerships position it for its next phase ...

Citi maintained its Neutral rating on AMD (AMD) after a reported deal to give 15% of revenues from Chinese AI chips sales to ...

Advanced Micro Devices has made great strides in fleshing out its AI stack, including the acquisition of ZT Systems and the ...

Semiconductor Trade Deals Stir Controversy The U.S.-China trade landscape has been a high-stakes chessboard, with ...

Marvell is a value Buy in the AI-driven semiconductor space, with robust growth prospects and relative undervaluation versus ...

The U.S. Treasury is already mentally spending the $3 billion (15% of that $20 billion haul) it expects from Nvidia this year. AMD likely will kick in close to $1 billion from its China revenues.

President Donald Trump has sharply reversed course on Intel CEO Lip-Bu Tan. Just days after blasting Tan as “highly ...

Mark Bendeich of Reuters details how the confluence of supply chain disruption from Trump's tariff policy and the rise of AI ...

The S&P 500 rose 0.6% and was on track to top its all-time high set two weeks ago. The Dow Jones Industrial Average was up ...

Intel’s stock is on a roll after a White House meeting that could prove a turning point in the struggling chipmaker’s relationship with the Trump administration.