An unpredictable geopolitical situation may make it much harder than anticipated.
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Alphabet, Tesla, and Intel are among the key companies reporting their second-quarter results later this week.
There's no need to panic.
TSMC is seeing strong, multi-year demand for its AI chips as it invests a further $100 billion to expand its Arizona facilities, but it needs to address several challenges, such as a shortage of construction workers there, a top executive said. Speaking after blockbuster second-quarter results on Thursday, Chief Financial Officer Wendell Huang said the company is "very happy" with progress in Arizona, which is why it decided to ramp up investment to $265 billion. "We continue to see customers' strong demand — multi-year structural demand."
Why opt for speculation when you could grab a 6.3% dividend yield that's been paid for 127 years in a row?
Nvidia’s (NVDA) newest Japan project looks like an enormous chip sale. It is a lot more important to U.S. investors. A Japanese group aims to construct anAI factory made up of about 27,500 of Nvidia's Rubin GPUs and 13,750 Nvidia Vera central processing units. The 140-megawatt system will be used ...
Sometimes, a promising stock that's down 45% still isn't a bargain.
The AI data center build-out is driving up prices for some consumer goods.
Marvell shares collapsed more than 32% in a single month even as its data center business explodes and NVIDIA bets billions on its future, leaving investors to decide whether this dip is a gift or a warning sign.
Twenty-five percent delivery growth on one side. A 67% downside call on the other. Wednesday's report starts to settle it.
Interactive Brokers' business is much bigger than it was a year ago, hinting at a strong second quarter.
Netflix just reported a revenue miss, a free cash flow collapse, and its stock sits near a 52-week low, yet our proprietary model is flashing one of the most aggressive buy signals we have issued all year.
The new Fed chair's top priority is a double-edged sword for the second-priciest stock market in history.
Royal Caribbean still checks the most boxes.
This evergreen stock deserves a lot more attention.
The Dividend King consistently raises its dividend and also pays a high yield.
The Treasury bond market has historically offered an effective signal right before the onset of a recession.
Elon Musk's companies have significant upside potential but also face substantial risks.
No one ever said overseeing monetary policy for the world's largest economy would be easy.
The stock market's No. 1 catalyst has quickly transformed into an inflationary menace.
A new law passed in Washington, D.C. imposes price caps on resold event tickets.
The startup, founded by Harvard dropouts, is also raising capital at a $10 billion valuation in a separate round led by Sequoia Capital.
The market is pricing Alphabet like a legacy ad company with an AI problem, and that gap between perception and reality is exactly where the opportunity lives ahead of the July 22 earnings report.
The iPhone maker became the U.S.’s most valuable publicly traded company as investors are shifting focus from hardware supply to consumer execution.
During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.
Apple is within striking distance of overtaking Nvidia as the world's most valuable company, a milestone that would reshuffle the ranks of tech heavyweights as investors reassess the outlook for AI. Apple was last valued at $4.90 trillion as its shares rose marginally in premarket trading on Friday, while Nvidia was roughly at the same level, following a 2.4% decline. If Apple overtakes Nvidia, it would reclaim the top spot for the first time since April last year.