There will be many winners as infrastructure is built to support the huge and increasing computing power needed for ...

The AI trade has reignited in recent weeks, putting the semiconductor designer on the brink of a $4 trillion valuation.

Even with the stock's resounding three-year gain, its valuation has decreased when looking at price-to-free cash flow (P/FCF) ...

Semiconductor stocks appear to still be in a bull market. Some are worth sticking with, while others are worth avoiding.

Nvidia Corporation shines as a Strong Buy with rising AI demand, 92% GPU share, and upcoming Blackwell chips poised to hit ...

While competitors are racing to close the gap, Nvidia's combination of cutting-edge hardware and indispensable CUDA platform ...

This sharp rally has pushed Nvidia to reclaim the title of the world's most valuable stock, with a market capitalisation of $327 trillion, beating Microsoft's $311 trillion. Apple remains at a distant ...

These include over 582 million shares held by the Jen-Hsun & Lori Huang Living Trust and millions more distributed across ...

Super Micro stock is currently trading at about 22x estimated FY’25 earnings and 17x estimated FY’26 earnings (fiscal years ...

Although traditionally dominant in memory chips, Lam is broadening its footprint in advanced logic chips and packaging technologies—fields that are witnessing increasing demand as chip design ...

As we reach the halfway mark in 2025, it's clear that artificial intelligence remains a dominant theme in the market.