Tesla shares have advanced 50% in the last three months on expectations the company will benefit from the ties between CEO ...
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
Shares of Apple charged higher on Monday, bucking the trend as its large-cap tech peers tumbled on concerns about ...
Broadcom stock sold off on Monday following DeepSeek's release. Read why I think AVGO represents a solid short-term and ...
The Vanguard Information Technology Index Fund ETF Shares (NYSE Arca: VGT), down 1.47% on the day,  as the week continues to ...
The release of DeepSeek’s open-source AI chatbot caused a sharp sell-off in Nvidia and Broadcom, shifting market sentiment in ...
Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems.
After selling off after the opening bell alongside the rest of the "Magnificent Seven," Apple Inc. and Meta Platforms Inc. have since bounced back. Apple was even up 2.1% in recent trading, while Meta ...
And as much NVIDIA Corp. (NASDAQ: NVDA) may get the lion’s share of attention, it is companies like Broadcom Inc. (NASDAQ: AVGO) that will also be playing a central role in supply. The San Jose ...
He covers the IT supply chain, hardware, and semiconductor stocks. His coverage includes Apple, Broadcom, and chip equipment stocks like Applied Materials. Before joining Morningstar in 2019 ...