The high-flying software stock's growth could be outpaced by the gains of Alibaba and AMD.

Intel received major investments from SoftBank, Nvidia, and the US government, but execution risk remains high. Read why INTC ...

Can the smaller chipmaker continue to outperform its more famous peer in the new year?

Celestica (CLS) stock analysis: recent growth may be overvalued amid high P/E and slowing data center spending. Read here for ...

As the U.S. stock market experiences a surge following the Federal Reserve's decision to cut interest rates, major indices like the S&P 500 and Dow Jones Industrial Average are nearing record highs, ...

Oracle stock (NYSE: ORCL) plunged 5% on Friday after Bloomberg reported that the cloud giant has pushed back the completion of several data centers being built for OpenAI from 2027 to 2028. The delay ...

HSBC forecasts a massive $207B funding gap for OpenAI's expansion plans, raising questions about future growth ...

Overview: NVIDIA Stock remains strong with record revenue driven by massive AI data-center demand.NVIDIA strengthens its lead ...

Morgan Stanley has raised its price targets for Nvidia and Broadcom following a series of industry meetings in Asia and the U.S. that highlighted accelerating AI demand and tightening semiconductor ...

The order creates a Justice Department task force to challenge state AI laws and directs the Commerce Department to pull ...

Antonio Neri unveiled the first joint HPE-Juniper products, took stock of HPE's 10 years as an independent player, and ...

Overview: NVIDIA leads AI infrastructure growth with record demand for high-performance chips. Microsoft strengthens its AI position through Azure expansion and ...