The chip firm could get a boost from Elon Musk's xAI and Alphabet's Google as they race to build artificial intelligence.

Broadcom is a buy for AI infrastructure with innovative chips, VMware synergies, and rising demand from data centers driving ...

U.S. stock futures are higher after a rally on trade deals, but some megacap tech companies are due to report quarterly ...

Big Tech isn’t one single trade anymore. It’s seven. The Magnificent 7 has fractured from a unified investment theme into a basket of haves and have-nots, split between AI winners like Nvidia and Meta ...

I maintain a buy rating on XLG, as rate cuts and economic stability should fuel further gains in large-cap tech stocks.

"To support our bull case, we believe that [Oracle] will likely raise incremental debt (we are assuming an additional $20bn of debt) to meet this bull case, which at a 5% interest rate would increase ...

Nvidia stock is falling ahead of earnings reports from technology companies but there’s reason to confident in artificial-intelligence spending.

Jensen Huang has established himself as America’s most influential tech leader, assuming a role once occupied by Apple’s Tim ...

International Business Machines Corp.'s stock has outperformed the S&P 500 so far this year, making for a "tough" setup in the near term and heading into earnings, according to Bank of America ...

Ready for Takeoff The semiconductor industry is a high-stakes arena where innovation and execution dictate dominance. Taiwan Semiconductor Manufacturing (NYSE:TSM) has just made a pivotal move that ...

In its most recent quarter, Nvidia reported a formidable $53.7 billion in cash and marketable securities, a 71% increase from ...

Chipmaker Nvidia ($NVDA) has surged 84% in under four months to briefly reclaim its position as the world’s most valuable ...