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

The AI computing market is a great place to invest.

Nate Jones got the AI data centers in space story wrong. I like Nate Jones, he does a lot of useful work gathering AI news ...

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

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 ...

Broadcom led AI hardware stocks lower Friday, extending Thursday's losses despite a stronger-than-expected earnings report ...

Semiconductor stocks fell after Broadcom's cautious outlook for profits dampened confidence in the AI-driven chip rally.

If you hold Advanced Micro Devices (AMD), this week has been unsettling. The stock hasn’t plummeted like Oracle, but the ...

Broadcom has established itself as the premier design partner for custom AI chips (ASICs), carving out a lucrative role at ...

Oracle Chairman Larry Ellison said Wednesday that the company sold its stake in chip designer Ampere Computing “because we no ...

Some investors worry that Nvidia could be dethroned by Alphabet in the chip industry. Let's take a look at what Alphabet's ...

As we head into 2026, Nvidia ($NVDA) and Advanced Micro Devices ($AMD) remain two of the most closely watched names in the AI ...