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.

A day where AMD joined the $1 trillion market cap club, and a broad rally in semiconductor stocks completely erased the sharp decline from last week's AI slowdown narrative. However, the reality of th ...

AMD shares topped $620 and its market cap surpassed $1 trillion, driven by major deals with OpenAI and Oracle, strong data ...

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 ...

● 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 CPUの供給制約というNVIDIAの主戦場（GPU訓練）とは異なる文脈で起きており、NVIDIA自身はこの反発から取り残された。 同じ日、JPMorgan CEOのJamie Dimon氏が ...

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 ...

The inference market is expected to grow faster than training, opening the door for AMD and Broadcom to outperform.

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 ...

AMD just crossed a trillion-dollar market cap and the sell side is scrambling to rewrite its models in real time, but the gap ...