Nvidia (NVDA) stock faced a market cap loss of close to $600 billion on a single day last month due to fears triggered by ...

Broadcom AVGO is benefiting from strong demand for networking products and custom AI accelerators (XPUs). In fiscal 2024, AI ...

Nvidia investors could be disappointed by trends in the current quarter, but there’s big opportunity beyond that point for the company’s new chips.

In 2024, the narrative around Big Tech was that it was almost impossible for companies to overinvest in artificial intelligence (AI). At almost every earnings update, capital spending (capex) was ...

"Over the past six months, EPS revisions appear to be the most correlated factor to momentum - thus stocks across all 11 sectors with the highest EPS revisions are heavily behind the strong ...

OpenAI is tapping Taiwan Semiconductor Manufacturing Co (TSM) to produce its first-generation in-house artificial intelligence chips, with the ...

Investors may be bullish on Broadcom amid DeepSeek sell-off, but hurdles in AI chips market remain due to Nvidia's superiority and trade war tensions. See more.

The bullish camp — tagged under JPMorgan's DeepSeek Positive Impact — is a who's who of AI titans and cloud leaders. Alphabet ...

BlackRock (NYSE: BLK) oversees more than $11.6 trillion worth of client money, making it the largest asset manager in the world. Around $3.5 trillion of that is invested in exchange-traded funds (ETFs ...

AI stocks are on the move after hours. The primary catalyst is earnings from Alphabet (Nasdaq: GOOGL).  While Alphabet shares ...

Wall Street shocked by DeepSeek AI's low-cost, high-performance model using reduced-capacity Nvidia GPUs. Competitors take a hit, but potential for innovation and affordability in AI technology.

SAN FRANCISCO-Broadcom, a chip supplier for Apple and other big tech companies, rallied in late trading after predicting a boom in demand for its artificial intelligence (AI) chips.