Nvidia's 2Q FY2026 outlook indicates the H20 headwind persists, with an $8B inventory write-off expected. Read why I ...

Specifically, United Airlines and JetBlue announced a new partnership that will certainly have a large impact on the market ...

Hitachi has partnered with the regional transmission operator (RTO) Southwest Power Pool to develop an Nvidia-powered ...

While Nvidia remains the headline act, the semiconductor narrative is no longer a one-player story. Read more here.

A year has passed since the xAI supercomputer project in Memphis was announced. Here is what to watch for as the project ...

Billionaire investor Ray Dalio recently sounded the alarm on the rising U.S. debt and deficits, warning that they pose serious risks to the government bond market. But his concerns don’t end there, ...

AI revolution investing interview with Wall Street Journal’s “Best on the Street” Tore Svanberg, Managing Director at Stifel ...

Hardware stocks like chipmaker Nvidia Corp. (ticker: NVDA) or Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) tend to be the first stop for investors looking to play the artificial ...

An OECD warning of economic damage from President Trump's tariffs has put investors on watch for progress in US trade talks.

Ansys divest requirements; SIA Factbook; McKinsey effects of tariffs; ASE's fan-out bridge; earnings; TSMC's design center; ...

Wall Street overwhelmingly backs Nvidia with a Strong Buy consensus—35 Buys, four Holds, and just one Sell. NVDA’s average stock price target is $172.43, implying approximately 24% upside over the ...

NVIDIA CEO says Trump's tariff strategy is "utterly visionary," and the company is "all in," to the surprise of many. More ...