As we head into 2026, Nvidia ($NVDA) and Advanced Micro Devices ($AMD) remain two of the most closely watched names in the AI ...

Google, Amazon, AMD and Nvidia’s own customers are rising to challenge the 800-pound gorilla.

A broad group of semiconductor companies remain optimistic about supply and demand trends heading into 2026, according to a ...

MetaX Integrated Circuits shares jumped 700% on their market debut on Wednesday, as investors sought to benefit from a ...

Discover why Advanced Micro Devices, Inc. stock is rated Strong Buy as it targets AI chip gains from Nvidia. Click for my comparison of AMD with arch-rival NVDA.

Nvidia leads AI semiconductors with strong alpha, valuation support, high R-squared, revenue elasticity, and AMD convex ...

China is a massive artificial intelligence market, and gaining access to it would be a huge win for AMD. Time will tell what ...

Amazon's latest AI push is another bullish signal for the AI trade, BofA says, and it should boost a handful of hardware ...

Nvidia's early move into this market with its data center graphics cards, which enabled OpenAI to train ChatGPT in 2022, ...

The announcement ended what has effectively been a ban on AI chip sales to the world's second-largest economy and America's ...

President Donald Trump says he will allow Nvidia to sell its H200 computer chip used in the development of artificial ...

President Trump announced Monday that he will allow California-based Nvidia to sell its advanced H200 computer chips to ...