That's still well behind the No. 1 company, Nvidia, which is worth $4.9 trillion. But could TSMC continue to climb and ...
U.S. Commerce Secretary Howard Lutnick confirmed that Nvidia has yet to sell any H200 AI chips to Chinese companies, citing ...
Analysts remain bullish on Nvidia, AMD, and Micron as AI infrastructure spending surges past $700 billion in 2026, defying skeptics who warn of a peak. Nvidia projects over $1 trillion in demand for ...
While other tech leaders warn of mass layoffs, Nvidia’s CEO says the real threat is the person sitting next to you.
Despite the huge rally, analysts are sharply divided on Intel for one major reason: Intel's foundry business looks both ...
GE Vernova stock jumped nearly 14% Wednesday following the earnings report, widening the past year’s gains to 246%.
Nvidia (NVDA +1.23%) and Microsoft (MSFT +2.05%) have been two of the market's hottest artificial intelligence (AI) stocks.
Thinking Machines will move some of its workloads to Google Cloud’s A4X Max instances, which are specifically optimized for ...
CEO Jensen Huang recently appeared on the Dwarkesh Podcast and made one of his most direct competitive claims yet.
Micron Technology Inc. (MU) shares surged 8.5% on Wednesday, easily outpacing the broader semiconductor index and reigniting ...
The House Foreign Affairs Committee advanced a slate of bipartisan export control bills Wednesday that show a growing ...
The photonics stock has run up more than 70% this week on speculation of a major hyperscaler partner, even as short sellers warn of a 'tax nightmare' The increased focus on optical interconnects in ...