Meta's strong earnings report sent its stock soaring after hours. The company also made it clear that the AI talent wars come ...

The chipmaker, which dominates the market for smartphone semiconductors, delivered solid third-quarter results, with earnings ...

We rate Lam’s balance sheet as strong, with net cash and long-dated debt maturities. The company generates strong cash flow and sends most of it back to shareholders, which we like. It targets at ...

The Trump administration released the AI Action Plan last week, unveiling a new roadmap to AI dominance and global leadership for the US.

As the race for semiconductor architecture dominance reshapes the global tech landscape, former Arm China CEO Allen Wu made a ...

Nvidia stock has been at the center of the artificial intelligence (AI) revolution for three years, but another chip stock ...

As Washington tries to limit its progress, Beijing is spending more to build an artificial-intelligence ecosystem that ...

Qualcomm reported fiscal third-quarter earnings on Wednesday that beat Wall Street expectations and provided a ...

Despite the restrictions, Chinese firms kept training world-beating AI models—Kimi K 2, unveiled in July by Moonshot AI, a ...

GlobalFoundries is becoming the face of chip-making in the U.S. Click here to check out my earnings analysis of GFS stock.

Portland General Electric's growth catalysts from data centers and chip fabs offer long-term upside. Click here to read an ...

Nvidia (NASDAQ:NVDA) and its legendary leader, CEO Jensen Huang, have generated significant returns for many investors over ...