Donald Trump’s re-election was supposed to deliver a booming stock market. It’s done that, just not for the reasons ...
Here’s why Lumentum, Credo and eight other stocks are at the center of this ‘least understood’ part of the AI boom.
The boom in AI and cloud infrastructure is leading to soaring demand for advanced semiconductor chips. Taiwan Semiconductor ...
The market is still being fueled by bullish bets on AI. BofA's Michael Hartnett says two assets in particular could hedge ...
It feels like the AI race has reached an inflection point. Investors want results, not more pledges for further spending.
Stocks of AI hyperscalers have continued to rise, but there was one glaring exception among the heavy hitters this week. And ...
Chinese stocks and gold are the best hedges against a boom in the artificial intelligence trade that has pushed valuations to ...
Microsoft, Meta and Alphabet recently reported their quarterly earnings and one thing is certain: the jaw-dropping ...
This AI semiconductor stock has more than doubled so far in 2025, and it can still be bought at an attractive valuation.
Spending updates this week from U.S. megacap companies that are investing massively in artificial intelligence could jolt the ...
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Is Qualcomm the next big AI stock?
On October 27, 2025, Qualcomm made a significant move by entering the AI chip market, sparking discussions about its ...
Shares in the semiconductor maker rise as much as 20% as it launches AI chip to compete with Nvidia.
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