Key Points The growing demand for AI computing power has propelled both CoreWeave and Nvidia's businesses to new ...

Key Points The chip industry is booming thanks to AI.Advanced Micro Devices is seeing margins and earnings soar as its data ...

Broadcom is in a strong position in the growing AI chip market, driven by scalable solutions like Tomahawk Ultra. Read more ...

Data center growth will continue to drive Nvidia's GPU sales. Taiwan Semiconductor Manufacturing is predicting monster sales ...

Nvidia’s Omniverse, Blackwell chips, and AI factories fuel massive growth, with strong margins and an unmatched ecosystem ...

Wall Street analysts at Stifel, Bernstein, and William Blair now project that Nvidia could recoup between $10-15 billion in revenue from China in the second half of the year, potentially reaching $20 ...

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter ...

TSMC to build 11 fabs in Taiwan to meet demand for Ai chips, driving a 30% increase in revenue this year to break through US$100bn.

Stocks turned in a lackluster performance Friday as Wall Street took a breather at the end of the first week of ...