Complex data center workloads like training machine learning models and running artificial intelligence (AI) applications ...

Artificial intelligence could create trillions of dollars in annual economic value. The market leaders in key AI sub-markets could drive long-term market-beating returns.

This chart features all eight American technology stocks with valuations of $1 trillion or more, and their respective returns ...

SK hynix rumored to deliver huge HBM memory order to Broadcom in 2025: which is building new AI chips for Google, Meta, and ...

Outside of NVIDIA’s (NASDAQ: NVDA) recent share price going stratospheric, Amazon (NASDAQ: AMZN) has been a Wall Street ...

In 1990, economists won a Nobel Prize for identifying the risk of having an overly correlated portfolio. However, in 2024 the stock market put that risk aside as it became historically concentrated ...

Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.

Companies like AMD ( AMD) are angling to poach Nvidia’s customers and slice into its estimated 80% to 90% market share. Even Nvidia’s own customers are working on chips meant to cut down on their ...