High-bandwidth memory, or HBM, is poised for a breakthrough year in 2026 as AI’s compute-hungry needs continues to reshape the memory landscape, UBS analysts said in a recent note.

TSM posts record Q2 profit on soaring AI chip demand and forecasts 30% revenue growth in 2025 as momentum builds.

TSMC beats Q2 estimates with strong revenue growth and margin expansion, fueled by soaring AI chip demand. Click for my ...

Nvidia, which dominates the market for chips used in artificial intelligence computing, has staged a dramatic reversal since April when a broad tariff-induced selloff added to fears about a potential ...

After starting 2025 poorly, shares of Nvidia (NASDAQ: NVDA) have rallied impressively in the past three months. The chipmaker ...

Wall Street analysts at Stifel, Bernstein, and William Blair now project that Nvidia could recoup between $10-15 billion in revenue from China in the second half of the year, potentially reaching $20 ...

Nvidia (NASDAQ:NVDA) stock keeps passing milestone after milestone. After surging past the $4 trillion market cap mark, some analysts are rushing to increase their year-ahead price targets. On the ...

Taiwan Semiconductor Manufacturing Co. raised its outlook for 2025 revenue growth, shoring up investors’ confidence in the momentum of the global AI spending spree.

Oracle co-founder Larry Ellison has climbed past Mark Zuckerberg to become the world’s second-richest person, following a ...

Sweden’s Saab boosts 2025 growth outlook after second-quarter results exceed forecasts, fueled by rising global defense demand.

By now, investors are familiar with the big winners over the last couple of years, like Nvidia and Palantir, but there's one ...

Nvidia reached a $4 trillion market valuation, making it the first company to do so. Co-founder Jensen Huang is scheduled to meet with unspecified parties.