Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum ...

Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, ...

Broadcom, under CEO Hock Tan, now finds itself at the epicentre of one of the world’s fastest-growing markets — AI chips ...

Barclays analysts predict Marvell Technology and Nvidia to lead AI semiconductor firms in 2025, with high demand opening ...

Artificial intelligence (AI) stocks led the market higher last year as investors bet on the potential of this technology to ...

With earnings season set to kick off in high gear, investment firm Oppenheimer has told clients its top semiconductor stocks ...

Chicago, IL – January 14, 2025 – Today, Zacks Investment Ideas feature highlights Nvidia NVDA and Broadcom AVGO.

As the marketplace for semiconductors grows beyond Nvidia, Broadcom — a major competitor — should see its stock price grow ...

Analyst N. Quinn Bolton notes 2024's divergence in fortunes for semiconductor companies exposed to different end markets. AI ...

Wall St rallies as Intel, Nvidia, and SLB lead gains. Banks surge 6%, while Truist climbs on strong profits. Investors eye ...

If you've done any exploring of investments in the world of artificial intelligence, you're probably familiar with the ...

Nvidia and chip stocks trading lower as Biden administration considers restricting AI chip exports to China. Taiwan Semi reports strong revenue.