The semiconductor industry has faced a number of headwinds from uncertainty around tariff policy in the U.S. and chip export ...

Applied Materials' balance sheet is strong, with a net cash position and long-dated debt maturities. It also generates good free cash flow, most of which it sends back to shareholders. Applied ...

CEO Jensen Huang emphasized global AI expansion, noting that countries now view AI computing as critical infrastructure.

Find insight on Nvidia , Salesforce and more in the latest Market Talks covering technology, media and telecom.

AI is changing our lives in a 21st century industrial revolution powered by semiconductors, writes Anne Ashworth (pictured).

Stocks are climbing today after a court ruling blocked some of President Trump’s import tariffs.  Also, AI and chips stocks are climbing after Nvidia posted stellar earnings results and CEO Huang ...

Salesforce shares slumped despite topping Wall Street’s fiscal first-quarter estimates and lifting its full-year guidance.

Nvidia’s Q1 2025 earnings smashed expectations—but is the stock due for another breakout or a breather? Here's what analysts say about its next move.

The pause reportedly comes in response to China's recent restrictions on key mineral exports to the U.S., and could ...

Nvidia shares jump on strong earnings, but fresh US criticism over China ties raises new challenges for the chipmaker.

The report follows previous restrictions on Nvidia’s China-specific AI chips and ASML’s extreme ultraviolet lithography (EUV) ...