AMD revenue came in at $7.7 billion, above analysts’ expectations for $7.5 billion, but the company’s data-center unit came ...

Arm Holdings Plc has fared better than most semiconductor stocks in the days since DeepSeek sparked concerns about the outlook for spending on artificial intelligence gear — but its steep valuation ...

Nvidia (NASDAQ: NVDA) has gotten off to a bad start on the stock market in 2025, losing more than 10% of its value as of this ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

After falling behind Taiwan Semiconductor Manufacturing (NYSE: TSM) in process technology, Intel embarked on an ambitious and ...

Financial writer highlights ASML Holding N.V.'s growth potential, strong Q4 results, share buyback program, and solid market ...

FEATURE The DeepSeek moment will benefit Taiwan Semiconductor Manufacturing’s business prospects, according to J.P. Morgan. On Tuesday, analyst Gokul Hariharan reiterated his Overweight rating on TSMC ...

Semiconductor specialist ASML reported strong results and had robust bookings. The company maintained its guidance for 2025 ...

Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...

In a report released today, Joseph Moore from Morgan Stanley maintained a Sell rating on ON Semiconductor (ON – Research Report), with a price ...

Morgan Stanley lowered the firm’s price target on On Semiconductor (ON) to $52 from $64 and keeps an Underweight rating on the shares ahead of ...

Also, Intel's earnings forecast for the current quarter is lower than the $0.08 per share that analysts were projecting. The ...