Key Points The growing demand for AI computing power has propelled both CoreWeave and Nvidia's businesses to new ...

Broadcom is in a strong position in the growing AI chip market, driven by scalable solutions like Tomahawk Ultra. Read more ...

Data center growth will continue to drive Nvidia's GPU sales. Taiwan Semiconductor Manufacturing is predicting monster sales ...

Nvidia’s Omniverse, Blackwell chips, and AI factories fuel massive growth, with strong margins and an unmatched ecosystem ...

After starting 2025 poorly, shares of Nvidia (NASDAQ: NVDA) have rallied impressively in the past three months. The chipmaker ...

Key Points Nvidia, TSMC, and ASML are all great long-term plays on AI infrastructure.Meta is investing heavily in AI and is well-positioned for an AI world.Alphabet should not be overlooked for what ...

Wall Street analysts at Stifel, Bernstein, and William Blair now project that Nvidia could recoup between $10-15 billion in revenue from China in the second half of the year, potentially reaching $20 ...

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter ...

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TSMC to build 11 fabs in Taiwan to meet demand for Ai chips, driving a 30% increase in revenue this year to break through US$100bn.

Sweden’s Saab boosts 2025 growth outlook after second-quarter results exceed forecasts, fueled by rising global defense demand.

Stocks turned in a lackluster performance Friday as Wall Street took a breather at the end of the first week of ...