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

Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth quarter 2024 investor letter. A ...

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

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

Quantum computing stocks soared in the last month before a recent pullback. Some tech CEOs are skeptical that quantum ...

All this supports the idea of announcing a stock split, and that's why I predict Meta will be the next AI player to make such ...

It seems clear that 2024 was the year of artificial intelligence (AI) -- or was it? If you had invested in an AI-based ...

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

Applied Digital CEO Wes Cummins talks about the demand signals in the data center space, the progress of the company’s ...

Ultra Accelerator Link Consortium (UALink) on Tuesday said that Alibaba Cloud, Apple, and Synopsys have been elected to its ...

According to preliminary data, the S&P 500 gained 59.48 points, or 1.01%, to end at 5,996.82 points, while the Nasdaq ...

Broadcom and Marvell have recently emerged as key players in the era of Generative AI, alongside Nvidia. While Broadcom CEO ...