semiconductors

Technology giant Qualcomm Inc (NASDAQ:QCOM) unveiled the new Snapdragon X2 Elite and Snapdragon X2 Elite Extreme on Wednesday, which will expand the company's use cases for Snapdragon among the PC market. Here are the details. What Happened: Qualcomm calls the Snapdragon X2 Elite Extreme and X2...

Semiconductor giant Micron Technology (NASDAQ:MU) could report record quarterly revenue for a second straight quarter when the company reports fourth-quarter results Tuesday after market close. Here are the earnings estimates, what experts are saying, and key items to watch. Earnings Estimates:...

A semiconductor partnership between NVIDIA Corporation (NASDAQ:NVDA) and Intel Corp (NASDAQ:INTC) could benefit both companies, but one analyst sees a clear winner in the tie-up. The NVDA, INTC Analyst: JPMorgan analyst Harlan Sur maintained an Overweight rating on Nvidia with a $215 price target....

Nvidia Corp (NASDAQ:NVDA) just handed Advanced Micro Devices Inc (NASDAQ:AMD) a fresh headache. The chip giant is teaming up with Intel Corp (NASDAQ:INTC) in a sweeping $5 billion collaboration to co-develop custom CPUs, GPUs, and AI infrastructure, leaving AMD on the outside looking in at a new...

Global X is planning to expand its lineup of technology offerings with the filing for the launch of the Global X AI Semiconductor & Quantum ETF, as per a Securities and Exchange Commission filing on Tuesday. QQQ shares are at critical resistance. Check the analyst take here. The new fund, which...

FBI Director Kash Patel was asked about two stocks he bought earlier this year by a member of Congress on Wednesday and gave a surprising answer. The transactions come as members of Congress are working on legislation to ban lawmakers and cabinet members from buying and selling stocks. DNUT shares...

Broadcom Inc (NASDAQ:AVGO) is no longer content to trail in NVIDIA Corp.'s (NASDAQ:NVDA) shadow. Armed with a $120 billion AI revenue target by 2030 — and CEO Hock Tan whose bonus depends on hitting it — the semiconductor giant is positioning itself to challenge Nvidia's dominance. Track AVGO stock...

Nvidia Corp‘s (NASDAQ:NVDA) China dream is unraveling fast. Just as the company thought it had a workaround for U.S. export limits, Beijing slapped down its custom AI chips and opened an antitrust probe, turning one of its most strategic markets into a geopolitical minefield. Investors now...

Nvidia Corp. (NASDAQ:NVDA) has dramatically outperformed the Magnificent 7 (Mag 7) group since late 2022, surging over 475% in relative performance, buoyed by several catalysts. While peers like Apple Inc (NASDAQ:AAPL) and Tesla Inc (NASDAQ:TSLA) have lagged, Nvidia’s gains have reshaped the...

In the cutthroat arena of Wall Street, where tech titans like Nvidia Corp (NASDAQ:NVDA) once reigned supreme with AI-fueled rocket rides, a gritty gang of gold miners is now delivering a merciless pummeling. Market guru Larry McDonald, the sharp-tongued founder of The Bear Traps Report and New York...

Oracle Corp. (NYSE:ORCL) may be one of Wall Street's hottest AI bets, but CNBC's Jim Cramer says something isn't adding up. Despite Oracle's stock strength, chipmakers that would logically benefit from the company's data center growth, like Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc...

Nvidia Corp's (NASDAQ:NVDA) biggest cloud allies are suddenly entertaining a new suitor – and it's Alphabet Inc‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google. The tech giant has quietly inked a deal with London-based Fluidstack, a cloud provider known for filling racks with Nvidia's most in-...

Stock purchases by members of Congress can draw attention from retail investors for several reasons, including their small-cap status, sector representation through committee assignments, or reporting after disclosure deadlines. Trading disclosures can also draw attention when they are done in size...

Nvidia Corp (NASDAQ:NVDA) is paying $1.5 billion to rent its own chips – yes, the same GPUs it sold to Lambda, a cloud startup it partly owns. If this feels like déjà vu, that's because it is: Nvidia ran the same play with CoreWeave Inc (NASDAQ:CRWV) before its IPO, and now Lambda's prepping...

For years, Nvidia Corp (NASDAQ:NVDA) has been the undisputed king of AI hardware, but OpenAI just threw a curveball. The ChatGPT maker has inked a $10 billion deal with Broadcom Inc (NASDAQ:AVGO) to co-design and mass-produce its own AI chips by 2026, signaling a seismic shift away from Nvidia's...