Though AMD’s fourth-quarter overall revenue topped estimates — and it provided an solid forecast for the current period — the ...

Key Takeaways Google parent Alphabet said it plans to spend $75 billion in capital expenditures this year, as it expands ...

After making more than $5 billion from Instinct data center GPUs in 2024, AMD CEO Lisa Su said in a fourth-quarter earnings ...

Booming AI budgets seemed at risk last week when DeepSeek crashed Nvidia’s stock based on speculation that its cheaper AI ...

Alphabet's fourth-quarter earnings day is here, with numbers expected to be released after the markets close Tuesday. This ...

D.A. Davidson analyst Gil Luria had high praise for Alphabet's chip business, which he said houses "a viable, and possibly even superior, alternative to Nvidia GPUs." He recently said a combination of ...

BofA Securities analyst Vivek Arya maintained a Buy rating on Nvidia Corp (NASDAQ:NVDA) with a price target of $190.

BofA's Vivek Arya reiterated Nvidia as his top pick for 2025 on Tuesday, ahead of a potentially catalyzing earnings report on ...

A Wall Street analyst sees more upside for Nvidia (NASDAQ: NVDA) stock despite the equity facing uncertainty amid escalating ...

Nvidia’s shares took a beating on the DeepSeek news, but Intel’s struggles to break into the AI chip market continue to grow.

Despite the banner year for semiconductors, downstream effects of Trump tariffs on the industry remain unclear.

AMD (AMD) will report its fourth quarter earnings after the bell on Tuesday, just as President Trump’s 10% tariffs on goods ...