Major stock indexes finished lower to begin the last full trading week of the year, with AI-tied shares again weighing on the ...

Su's China visit to China - including a whistle-stop at Lenovo's headquarters - comes as Washington signals a shift on export ...

Broadcom (AVGO) and Lam Research (LRCX) are among Bank of America's top semiconductor stocks to own for 2026. Read for more.

Sen. Elizabeth Warren accused the Trump administration of letting corporate influence shape policy after it approved Nvidia's sale of H200 AI chips to China, a move that has sparked national security ...

TSMC holds a commanding lead in the global foundry market, with its market share projected to reach 66% by 2025, showing its ...

Seaport Research's Jay Goldberg has some bullish ideas for 2026 - but none are as high-conviction as his longstanding bearish call on Nvidia. That stance has garnered some attention this year, even as ...

JPMorgan lifts price target to $475 as Q4 AI revenue surges 74% to $6.5B with $73B backlog, but valuation concerns emerge at ...

The world’s top chipmaker wants open source AI to succeed—perhaps because closed models increasingly run on its rivals’ ...

Nvidia leads AI semiconductors with strong alpha, valuation support, high R-squared, revenue elasticity, and AMD convex ...

When it comes to artificial intelligence (AI) stocks, Nvidia ( NVDA 3.27%) seems unstoppable. Despite rising by nearly 1,500% ...

Advanced Micro Devices has long been one of Nvidia's top competitors, but now there's renewed competition from some of Nvidia ...

With its Blackwell architecture well established on AI data centers, cloud services, workstations, and desktop/laptop PCs, ...