A wide range of semiconductor firms remain positive on supply and demand dynamics heading into 2026, according to BNP Paribas ...

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

Executive SummaryOn December 8, the Trump administration announced plans to loosen U.S. export controls on artificial intelligence (AI) chips to China by approving the sale of Nvidia H200 chips—the ...

Nvidia Corporation leads over 50% of the data center gear market with soaring AI revenue. Click for this updated look at NVDA ...

Chip makers got a boost of confidence last week after a slew of earnings reports from Big Tech companies showed no signs of a slowdown in spending on artificial intelligence. With demand for AI ...

Accompanying Time’s annual person of the year selection Thursday is a magazine cover that resembles the “Lunch Atop a ...

Which means that, as much as we can anticipate future challenges, Nvidia is still going to be a good investment. Even if it ...

Detailed price information for Adv Micro Devices (AMD-Q) from The Globe and Mail including charting and trades.

China’s rapid growth in the semiconductor designing business would benefit its chip manufacturing business, as Huawei and Cambricon are mostly reliant on Semiconductor Manufacturing International Corp ...

With the AI boom poised to make all consumer electronics more expensive, there might be a small window of opportunity to buy ...

President Trump’s move fulfills a major goal of the chipmaker. But the move faces opposition in Washington — and uncertainty ...

OpenAI accelerates ChatGPT 5.2 launch after Google’s Gemini 3, with major upgrades in speed, stability, and reasoning to ...