White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. It was a good year for the fund on an absolute basis.

The past two years have favored one sector of the stock market overall: the technology sector, with a specific amount of attention going into the semiconductor industry. Just as in any popularity cycle in the market,

Nvidia (NVDA) was the big winner in the AI space during 2024 as it solidified its lead in GPUs, which led to a 185% stock rally. Meanwhile,

Advanced Micro Devices' stock price fell to new 52-week lows. Click here to find out the factors that present a strong buying opportunity for AMD stock.

AMD’s stock just got downgraded, with HSBC warning that the company’s “AI GPU roadmap is less competitive than we previously thought.”

When it comes to semiconductor stocks, odds are that companies such as Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) are the first that come to mind. Over much of the last two years,

Nvidia ( NVDA 0.21%) is one of the most widely followed stocks today, and it's easy to see why. Its lead in the artificial intelligence (AI) accelerator market supercharged its revenue growth and made it the largest semiconductor stock, as measured by market cap, next to Apple.

Our expert who first called NVIDIA in 2009 is predicting 2025 will see a historic AI breakthrough.

HSBC lowered its rating on Advanced Micro Devices stock amid several concerns including the chipmaker's ability to compete with Nvidia. Here's what to know.

Nvidia Chief Executive Jensen Huang said ... closed a $250 million early-stage funding round led by chipmaker Advanced Micro Devices , which is also its strategic partner. Liquid AI closes $ ...

Analyst ratings can have a significant impact on stock price performance. That might be the reason that shares of Advanced Micro Devices Inc. (NASDAQ: AMD) are up 4.2% in the week ending January 17, 2025.

History Says the Nasdaq Could Soar in 2025. Here Is 1 Dirt-Cheap Artificial Intelligence (AI) Semiconductor Stock to Buy Right Now.