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The denial of a delay is notable. Any credible delay in Vera Rubin's ramp would sharpen competitive pressure from AMD's advancing MI350 and MI400 roadmap, making the CEO's on-record rebuttal particularly consequential for investors who have priced Nvidia's product cycle into its elevated valuation.

Here is how Marvell Technology convinced the market its already bright future was accelerating at a pace few saw coming.

Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.

ARK's purchases come as investors closely watch progress on U.S. crypto legislation, including the CLARITY Act and stablecoin regulation efforts.

A top U.S. trade official confirmed Tuesday that Nvidia Corp. (NASDAQ:NVDA) has officially begun shipping its powerful H200 artificial intelligence chips to China, according to a report, signaling a resumption of advanced hardware exports under strict case-by-case government licenses. Minimal Volume Reaches Chinese Tech Giants Speaking before the House Foreign Affairs Committee, Jeffrey Kessler, Under Secretary of Commerce for Industry and Security, stated that early volumes remain heavily restr

'You need to develop the talent, you need to persevere and you have to have a lot of patience so that you can do this'

Meta Platforms, Inc. (NASDAQ:META) is one of the high-growth wide-moat stocks to buy. On July 9, Reuters reported that Meta plans to begin manufacturing its in-house AI chip, code-named Iris, in September. The company is working with Broadcom on design and Taiwan Semiconductor Manufacturing Company on production. Reuters also reported that Meta plans to deploy […]

The stock can continue beating the market.

Many call buyers likely have no idea that the implied volatility of calls is so high that stocks must make huge moves for them to profit.

Shares of semiconductor testing company FormFactor (NASDAQ:FORM) jumped 4.7% in the afternoon session after Cantor Fitzgerald reiterated its "Overweight" stock rating and $175.00 price target, citing a robust demand outlook, while the company also benefited from a broader rally in semiconductor stocks.

We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of Ray Dalio’s best stocks to buy. On July 6, Advanced Micro Devices, Inc. (NASDAQ:AMD) shares rose 6.6% to $551.98 after Goldman Sachs raised its price target to $640 from $450. The firm reiterated a Buy rating. […]

The company's historic AI boom is undeniable, but it's also reshaping the business in ways that could challenge its premium valuation.

The chipmaker's recent strength is tempting, but its long-term behavior tends to magnify the market's moves, not counter them.

Semiconductor Stocks Rally After Sharp Selloff as Geopolitical Fears Ease

The market is offering an unusually high cash return to own this chip giant, forcing a hard look at whether its core business is stalling or simply reloading.

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 3.1% in the afternoon session after several Wall Street analysts raised their price targets for the stock, reinforcing optimism about the chipmaker's artificial intelligence and server businesses.

Bank of America expects Advanced Micro Devices to deliver a beat-and-raise quarter driven by surging AI server demand for its EPYC CPUs and accelerators.

Tech stocks were higher late Tuesday afternoon, with the State Street Technology Select Sector SPDR

Astera Labs, Inc. (NASDAQ:ALAB) is among the Best AI Stocks. On June 29, UBS raised its price target on Astera Labs, Inc. (NASDAQ:ALAB) to $400 from $205. The firm maintained a Neutral rating on the stock. Earlier, on June 3, Astera Labs, Inc. (NASDAQ:ALAB) announced an expansion of its Taiwan operations and Cloud-Scale Interop Lab. It […]

Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the Best AI Stocks. On July 6, Goldman Sachs raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $640 from $450. The firm maintained a Buy rating on the stock. On June 16, Advanced Micro Devices, Inc. (NASDAQ:AMD) and Rackspace Technology signed a definitive agreement to install […]

SOXL just shed 30% after a stunning run, and two very specific pressure points will decide whether holders walk away with gains or get wiped out over the next year.

Two Chinese firms were cleared to buy Nvidia's H200 processors, while another received approval to use competing AMD AI chips.

CPU makers Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD), Intel Corp (NASDAQ:INTC, XETRA:INL), Arm Holdings PLC (NASDAQ:ARM) and Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) are all reporting earnings in the coming weeks, and Bank of America says the results will tell very different stories...

Tech stocks were higher Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (

U.S. regulators have approved sales of certain advanced AMD AI chips to a group of Chinese technology firms. The decision comes after a period of export controls that limited AMD’s access to the Chinese AI data center market. The approval applies to selected products that meet current U.S. export rules, rather than AMD’s highest performance AI chips. For investors watching Advanced Micro Devices, the new export approval lands after a powerful share price run, with NasdaqGS:AMD up 139.1%...

Advanced Micro Devices got a big vote of confidence Tuesday as the artificial-intelligence trade was getting back in gear. KeyBanc Capital Markets analyst John Vinh, in a research note on the semiconductor sector, included a price target hike for AMD to $725 from $530. The firm maintained its Overweight rating on the chip stock, with the analyst writing KeyBanc remains “positive” on the shares.

All three major US stock indexes were up in late-morning trading, as the big banks kicked off earnin

Chip stocks continued to whipsaw in volatile trading on Tuesday. But several semiconductor stocks were holding above a key support level.

The company is making a fundamental pivot you might have missed, and it has nothing to do with building more vehicles.

The company is building a fortress of long-term contracts to protect against the memory market's notorious cycles, but a look inside shows how much of the kingdom is still outside the walls.