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.

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 ...

Advanced Micro Devices Inc. (NASDAQ: AMD ) spent most of the AI boom chasing Nvidia Corp. (NASDAQ: NVDA ) from a distance. In ...

The AI boom is causing significant movement in the stock prices of semiconductor companies.At the center of this are NVIDIA, ...

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 ...

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

The third is scale, and it cuts both ways. Nvidia did rise. At $5.49 trillion, its 2.33% added roughly $128 billion in a ...

AIブームによって、半導体企業の株価が大きく動いています。 その中心にいるのが、AI向けGPUで圧倒的な存在感を持つNVIDIAと、その最大級の競合企業であるAMDです。 では、2026年の株価は実際にどう動いたのでしょうか。