In the “Largest Company by End of April” market, NVIDIA is priced at 99.9% YES. This is consistent with recent levels, ...

Memory chip makers used to be cyclical and risky to enter after explosive upside runs. But what if things are different this ...

The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory ...

Scalable AI infrastructure is critical to the success of modern AI workloads. Saitech Inc. highlights how integrated compute, ...

For investors who want exposure to the artificial intelligence buildout without trying to pick the next NVIDIA, the iShares ...

Operating profit in semiconductors climbed to 53.7 trillion won ($36.15 billion) for the January – March period, up sharply ...

Billion. Lam Research Corporation (NASDAQ:LRCX) has been one of the biggest winners in the portfolio during the AI boom ...

SK Hynix just closed its best year ever. The South Korean memory chipmaker reported fiscal year 2025 revenue of 80.6 trillion ...

Nvidia Corporation stock outlook: why a $20T market cap by 2030 is possible. Click for this NVDA update and see why I have ...

Meta just raised 2026 capex to $125–$145B and tied it to deploying Nvidia CPUs plus “millions” of Blackwell/Rubin GPUs and ...

Samsung's Lee dynasty doubled its wealth to $45.5B in 12 months on AI memory chip demand. Q1 profit rose 8x. Now 30,000 workers are threatening to strike for a cut.