Arm has one of the most resilient business models in the semiconductor sector, as it earns money when it signs its licensing ...

The U.S. chipmaker has had a remarkable march to record highs and has soared around 20% this year, thanks to its leading role ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research ...

Dell is a critical enabler of the AI revolution, with a booming AI server business and multi-billion-dollar backlog fueling ...

As investors know, businesses across the world have been spending billions over the last couple of years buying chipsets and ...

Nvidia reported $44.1 billion in revenue for the quarter ending in April, a 69% increase compared to the same period last ...

You called it, and way ahead of time! In a Seeking Alpha survey from December 2024, subscribers were polled on what would be ...

Tech leaders are shifting from artificial general intelligence (AGI) to artificial superintelligence (ASI), signaling rapid ...

There are definitely easier businesses to be in than operating a neocloud. For one thing, the makers of AI accelerators, ...

Wedbush Securities analyst Daniel Ives raised the price target for Palantir Technologies Inc. (PLTR) to $160 from $140 and ...