A Bloomberg News report that China is now going to let its top companies buy Nvidia's H200 microchip helped move shares of the chipmaker by 1% in premarket trade, as well as lift U.S. stock market ...

Intel's quarter was fine, but its near-term outlook is still being held back by supply -- and the stock does not look cheap enough to ignore that.

In the AI boom of 2026, one company shines as a clear victor—regardless of who emerges as the leader in the chip wars: TSMC.

Movano Inc. surged 114.92% after hours following Corvex's announcement of a long-term GPU lease agreement to power AI ...

Amazon is boosting its quantum computing bets with Peter DeSantis, its new leader for AI models, custom silicon (semiconductor chips) and quantum computing. DeSantis is a 27-year Amazon veteran who ...

Bank of America highlights five small-cap chip stocks tied to AI, chip complexity and defense, seeing up to 44% upside as ...

I Nailed My Nvidia Market Cap Prediction in 2025. Here's Where I Predict It's Going in 2026 (Hint: You're Going to Want to ...

Nvidia shares were up around 0.8% at $185.02 in early trading on Thursday, building on a roughly 3% gain from Wednesday’s ...

The firm reiterated its buy ratings on IonQ and D-Wave Quantum, and upgraded its rating on another leading pure-play quantum stock.

Nvidia Corporation faces extended China demand uncertainty, rising memory costs and execution risks in Vera Rubin. Read more ...

Super Micro Computer offers liquid-cooled AI systems and an 18.7x forward P/E with Nvidia platform ramps and revenue growth.

Orbis suggests the long period of US market dominance may be starting to shift and remains focused on buying fundamentally undervalued businesses where mispricing can correct over time. Genmab A/S ...