2 stocks could revive the AI trade this week after Nvidia earnings failed to generate fresh excitement
"While unwelcome, volatility is common in semi stocks and does not always presage a fundamental shift," Bank of America said.
Intel's divisions in spotlight as TSMC, Broadcom circle
Intel rivals Taiwan Semiconductor Manufacturing Co and Broadcom are reportedly exploring potential deals that could split the ...
TSMC To Spend $100B On Five New US Chip Factories To Meet Booming AI Demand
TSMC announced plans to invest an additional $100 billion on advanced chip manufacturing in the United States, bringing its ...
TweakTown13h
NVIDIA says TSMC's new fabs will be the 'foundational pillar' of tech supply chain in the USA
NVIDIA says TSMC's new $100 billion semiconductor fab investment will be the new 'foundational pillar' of new tech supply ...
Seeking Alpha1h
Nvidia: Why I'm Not Selling No Matter What You Say
Nvidia CEO Jensen Huang has remained upbeat at the ... that the company may face from more intense competition by custom AI ...
Intel's $13.4B Gamble: Can It Steal Nvidia and Broadcom from TSMC--or Is This Another Pipe Dream?
Intel is testing its last shot at redemption. Nvidia and Broadcom are interested--but will they actually commit?
Nvidia's stock sinks, wiping out six months of gains as the AI trade unravels
Nvidia Corp.'s stock is sinking toward its lowest levels in months as the artificial-intelligence trade continues to unravel. Shares of Nvidia (NVDA) are down 9.7% in afternoon trading Monday, having ...
These Stocks Are Moving the Most Today: Tesla, GM, Nvidia, Super Micro, Target, Walgreens, Okta, Best Buy, and More
Electric-vehicle maker Tesla and traditional car companies such as General Motors fall as tariffs on Canada, Mexico, and ...