TSMC reports robust Q2 results with strong AI chip demand, raised guidance, and US expansion bolstering growth.

NVIDIA, Amazon.com, and Meta Platforms stand out in Zacks' latest picks, backed by AI growth, AWS strength, and global user ...

Elon Musk mentions the ambitious five-year goal after Sam Altman announced plans to run 'well over 1 million GPUs by the end ...

South Korean startup FuriosaAI says it has landed LG as its first major customer. Here’s why the announcement is significant ...

Micron is on track to generate almost 100% YoY growth in HBM revenues and continued high growth in FY26. Read more on why MU ...

FuriosaAI is still working to gain ground in the semiconductor industry, like Rebellions Inc. and Semifive Inc. It also plans to expand its client base in the US, the Middle East, and Southeast Asia ...

NVIDIA continues to fuel the AI stock rally in 2024. Our analysis shows that may be the case for the foreseeable future.

Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another ...

A long history of innovation, gale-force secular tailwinds, and its dominant position could drive the industry leader to new ...