Chip stocks have been doing well in recent years due to artificial intelligence (AI), and while Nvidia has typically ...

ASML is one of the most important companies in the AI semiconductor ecosystem.

Nebius Group NV (NASDAQ:NBIS) has notified customers of plans to increase prices across its on-demand GPU cloud services, ...

The latest $1 trillion chipmaker now costs about 40 times its expected 2027 earnings. Its bigger, faster-growing competitor costs about 15 times its own.

Applied Materials and Lam Research build the tools behind every AI chip. See how their strategies differ and which stock best ...

AMD has nearly tripled while the semiconductor sector's biggest name barely kept pace with the broader market, and that gap alone rewrites the conventional wisdom about who is winning the AI chip race ...

A new leak claims AMD's RDNA 5 AT2 GPU has 70 compute units and clocks up to 3.4GHz, potentially outperforming the Radeon RX ...

● today's summary AMDが時価総額1兆ドルクラブ入りし、半導体株全面高で先週のAI減速論による急落を完全に打ち消した一日。ただしこのラリーの実態は、Meta「Muse」の推論需要とIntel ...

Advanced Micro Devices Inc. (NASDAQ: AMD ) spent most of the AI boom chasing Nvidia Corp. (NASDAQ: NVDA ) from a distance. In 2026, that relationship flipped . AMD shares have surged about 187% this ...

The AI boom is causing significant movement in the stock prices of semiconductor companies.At the center of this are NVIDIA, which has an overwhelming presence in AI-oriented GPUs, and its largest com ...

Intel is the cleanest way to own the “agentic AI” demand wave without paying Nvidia-style peak multiples. The article flags ...

Meta's new AI agent rocketed to the top of the App Store in just ten days, and the computing resources it consumes behind the ...