EUV machines are used to print the most advanced chips, such as the ones that are best suited to handle AI workloads. ASML ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

Arm Holdings plc posts strong earnings fueled by AI demand, but caution advised on high valuation. Click for my review of ARM ...

Most Wall Street analysts expect shares of Nvidia and Lam Research to soar in 2025. Nvidia's leadership in artificial ...

Semiconductor leader Advanced Micro Devices (NASDAQ:AMD) just underscored the adage, he who hesitates is lost. The chipmaker ...

Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...

Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...

The launch of DeepSeek affects the AI boom including the power, cooling and data center giants that once rode the AI euphoria ...

The market sold off this morning after President Donald Trump announced sweeping tariffs over the weekend to take effect ...

Let’s take a look at three under-the-radar AI infrastructure stocks that could gain 500% by 2030. Do keep in mind that these are high-risk, high-reward bets, and there’s no guarantee that estimates ...

Nervous investors may wonder if semiconductor stocks are still a good bet. Wall Street expectations are especially high for ...

We recently published a list of 12 AI News and Ratings Investors are Keeping Their Eye On. In this article, we are going to take a look at whereTaiwan Semiconductor Manufacturing Company Limited (NYSE ...