chipmakers

For investors weary of chasing incremental upside in already high-flying chip giants like NVIDIA Corp. (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO) and Advanced Micro Devices Inc. (NASDAQ:AMD), a quieter corner of the semiconductor market may offer a more attractive setup in 2026. • Credo...

Nvidia Corp. (NASDAQ:NVDA), touted as the world's most valuable chipmaker, is still riding high with $4.4 trillion market cap and booming AI demand, but a new China-based chipmaker is stealing the spotlight at home. Shares of Cambricon Technologies, which only trades in the Shanghai Stock Exchange...

Chipmakers are likely to benefit from the ‘One Big Beautiful Bill Act’ passed by the Senate on Tuesday, as they will be eligible for an investment tax credit that can incentivize the semiconductor business. What Happened: According to the provisions of the tax cut bill proposed by...

The artificial intelligence rally that made Nvidia Corp. (NASDAQ:NVDA) a market juggernaut appears to have entered a new phase in 2025, as a sharp rotation in semiconductor leadership has seen rivals outperform the AI front-runner. Despite rising nearly 14% through the end of June, Nvidia now lags...

After plunging in January on fears that China's DeepSeek AI could undercut its dominance, the Nvidia Corp. (NASDAQ:NVDA) stock has not only recouped the losses—it's now flashing a powerful technical signal that has historically preceded massive rallies. Back in January, DeepSeek's performance...

Chipmakers could be on the verge of a strong seasonal rally, a historical pattern that, if repeated, might supercharge a rebound already underway thanks to renewed U.S.-China trade optimism and eased export restrictions. The iShares Semiconductor ETF (NYSE:SOXX), which tracks 34 top U.S. chipmakers...

Shares of Nvidia Corp. (NASDAQ:NVDA) tumbled more than 6% on Wednesday morning trading in New York after fresh U.S. export curbs on AI chips to China rattled the market, yet some Wall Street analysts see the pullback as a rare buying opportunity. In a note shared Wednesday, Bank of America analyst...

A $500 billion commitment by Nvidia Corp. (NASDAQ:NVDA) to build artificial intelligence supercomputers exclusively in the U.S. is drawing attention from Washington to Wall Street as reshoring trends accelerate. In a Tuesday post on Truth Social, President Donald Trump announced the move and said...

After Palo Alto Networks Inc.’s (NASDAQ:PANW) management expressed its opinions about being open to using more affordable, open-source artificial intelligence models, this analyst has warned that the demand for AI hardware could be a larger problem going ahead. What Happened: Palo Alto’...

The semiconductor sector has had an electrifying run in recent years, but 2024 proved to be more selective. While some chipmakers soared to triple-digit gains, others struggled to stay afloat. As traders look forward to2025, a fresh question emerges: Should you chase the winners, pick the laggards...

Tech experts seemed to downplay Chinese regulators’ investigation into Nvidia Corp (NASDAQ:NVDA) over an alleged breach of antitrust regulations. What Happened: The Chinese State Administration for Market Regulation claims that the Santa Clara, California-based company violated its...

Intel Corp (NASDAQ:INTC) CEO Pat Gelsinger announced his retirement on Monday. Reports indicate the Intel chief was forced out by Intel’s board, which had grown frustrated with Gelsinger’s turnaround progress. What Happened: According to a Bloomberg report citing people familiar with...

Although NVIDIA Corp (NASDAQ:NVDA) has dominated the AI chip market to date, Advanced Micro Devices, Inc. (NASDAQ:AMD) CEO Lisa Su believes AMD will continue to see significant growth in the AI space — and she’s not alone. Wednesday on CNBC’s “Squawk On The Street,” Jim...

Advanced Micro Devices Inc (NASDAQ:AMD) reported third-quarter financial results after the market close on Tuesday. Here’s everything you need to know from the report. Q3 Earnings: AMD reported third-quarter revenue of $6.8 billion, beating analyst estimates of $6.71 billion. The chipmaker...

Advanced Micro Devices Inc. (NASDAQ:AMD) is set to report third-quarter 2024 earnings on Tuesday, Oct. 29, after the market close. The third-largest U.S. semiconductor company by market capitalization—behind Nvidia Corp. (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO)—has significantly lagged behind...