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Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that points to either a rare buying opportunity or a value trap hiding behind hypergrowth expectations.

The company's latest deal shows it's no longer content to supply the parts; it's coming for the whole AI data center.

Vanguard's most popular dividend ETF screens for companies with decades of consistent payouts, yet its single largest position is an AI semiconductor giant up over 700% in five years. What the fund's construction mechanics reveal about what you actually own might surprise income-focused investors.

If you hold shares in the chipmaker, the market is pricing a journey that could either double your money or cut it in half over the next year, and you're buckled in for the whole ride.

The revised projection is $150 billion above OpenAI’s February target, reflecting expanded cloud capacity and hardware requirements as it trains and operates larger AI systems.

After a historic run, the company's next major growth driver might not come from its graphics stronghold but from a market it has never touched before.

NVIDIA gives away its most powerful software for free, and that single decision is why its hardware business has become nearly impossible to compete with or abandon.

Its AI future looks bright, but its history in market shocks is a different story. Could you stomach the ride.

TSMC beat earnings estimates, raised its full-year outlook, and reinforced confidence in the long-term AI boom.

Shareholders are already assuming the substantial risk inherent in the stock's current price.

Wowza has announced the deployment of a groundbreaking synthetic video detection solution integrated with NVIDIA's Synthetic Video Detector (SVD). This integration provides real-time AI-generated video detection capabilities across more than 35,000 of Wowza's video deployments globally, utilizing existing NVIDIA infrastructure. As synthetic video poses increasing threats in media, government, public safety, and financial sectors, NVIDIA's SVD offers a solution that can identify AI-engineered...

Want to know if second-quarter earnings season is a success? Watch the results of five S&P 500 companies.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

Several stocks with favorable AI tailwinds - Broadcom (AVGO), Vertiv (VRT), and Caterpillar (CAT) - shell out dividend payments.

Jim Cramer compared owning tech stocks to being tied to railroad tracks while a freight train approaches, and he has a very specific set of sectors in mind as the escape route.

Taiwan Semiconductor has a specific advantage over other AI stocks.

Earnings are the most important thing, and expectations are high. But interest rates are rising, and energy tensions aren't easing.

Broadcom (AVGO) just landed a customer that most investors will never think about when they buy the stock. Broadcom is currently known for one thing: custom AI chips. Yet the deal that could matter most for the next few years has nothing to do with silicon. On July 16, 2026, Broadcom and Standard ...

The chip may go live by 2028 and help supercharge Gemini.

TSMC could pile even more pain on Big Tech companies, which are already stretching their finances to invest in AI.

Arm Holdings has staged one of the sharpest re-ratings in large-cap tech this year, but a brutal pullback from its highs raises a critical question about whether the royalty model can justify a valuation that makes even Nvidia look cheap.

AVGO's VCF momentum is lifting software growth as enterprises modernize private clouds for AI, Kubernetes and virtualized workloads.

AMD is deepening its Microsoft partnership to deploy Helios AI systems on Azure, expanding demand across GPUs, CPUs, networking and software.

MXL heads into Q2 earnings with AI optical momentum and recovering broadband demand, but rising costs, forex pressure and supply constraints loom.

TSMC could pile even more pain on Big Tech companies, which are already stretching their finances to invest in AI.

The chipmaker sent shareholders a fortune in cash, yet the stock itself went nowhere fast. Here’s what owners actually got for their patience and what the trade-off really cost them.

After a monumental run, the chipmaker's stock asks you to weigh resurgent demand for its core products against the steep and uncertain costs of its transformation.

These five industry leaders are riding the AI and connectivity boom, making them compelling long-term stocks to consider adding to today.

The market is pricing a future where NVIDIA shares are either far higher or significantly lower, and if you own the stock, you already carry that full, two-sided uncertainty.

Wall Street sees SpaceX doubling from here while one prominent analyst calls it worth half the current price, and the gap between those two targets is wider than almost any large-cap stock on the market right now.