As news trickled out about President Trump’s announcement of a new $500 billion Stargate joint venture focused on artificial-intelligence infrastructure, some potential beneficiaries emerged.

Dallas-based Texas Instruments gave a disappointing earnings forecast for the current period, hurt by still-sluggish chip ...

In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) after SK Hynix reported earnings. To learn more, check out the short video, consider ...

Nvidia remained above the 50-day moving average Friday. Late Tuesday, President Donald Trump announced a joint venture called ...

The world's leader in advanced semiconductor manufacturing equipment, ASML Holding NV ( ASML, Financial ), is now facing ...

Nvidia stock rose modestly early Friday as investors digested a raft of mixed news over the past few days. Shares were up 0.1 ...

SK Hynix, one of the world's largest memory chipmakers, cited semiconductor demand uncertainties for 2025 as Nvidia ( NVDA, ...

The U.S. stock market closed higher Thursday, bringing the year-to-date gain of the SPDR S&P 500 ETF Trust SPY to 4%. The S&P 500 climbed 0.5% on Thursday to a record high, lifted by a broad rally ...

My bearish view on Micron has been ill-timed, as the stock has rallied hard since, prompting me to revisit my views. Explore ...

Trump's tech stamp; Chiplet Summit announcements; AI diffusion export concerns; Cadence's security acquisition; chiplets; UMC ...

US yields and crude oil fell, and the S&P500 extended gains to a fresh ATH yesterday, as US President Donald Trump said – in ...