A good part of Tesla's future hinges on the autonomous vehicle narrative, but I see another opportunity quietly winning in ...

The S&P 500 and Nasdaq hit fresh highs last week, aided by Trump trade deals. Google, ServiceNow and GE Vernova were earnings winners. Tesla tumbled.

To me, the simplest explanation of the blowout earnings report is that AI demand is not only strong, but it's also ...

TSMC holds a crucial place in the semiconductor supply chain, and 24/7 Wall St. projects a substantial gain for the stock by ...

The idea that China could pull ahead of the United States in terms of technological prowess once seemed fanciful. That’s no ...

The artificial intelligence (AI) build-out is far from over. Data centers owned by Digital Realty are continuing to pop up, ...

The CEO of AMD, Lisa Su, recently said that the TSMC's US-manufactured chips costs about 20% higher than the one manufactured ...

South Korean chip giant SK hynix reported record quarterly profits Thursday thanks to soaring demand for artificial ...

Dr. Buchanan served as the White House special adviser for A.I. during the Biden administration. The Trump administration ...

The AI Action Plan offers a path, but not a concrete plan, for what the administration is thinking when it comes to chip ...

Nvidia’s plan to resume H20 chip sales in China faces delays due to export license issues and supply chain constraints.

HSBC’s Frank Lee explained in a recent program on CNBC why he raised his price target on Advanced Micro Devices Inc (NASDAQ:AMD) to $200.