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Hedge funds are divided on TSMC, but record AI-driven results and strong U.S. expansion give the bulls plenty of reason to stay confident.
Nvidia ($NVDA) is backing a massive new Ohio data center campus that OpenAI will lease from SoftBank-backed SB Energy, combining Nvidia AI infrastructure with a planned 8 gigawatts of computing capacity....
Nvidia CEO Jensen Huang teams up with OpenAI, SoftBank, and SB Energy to power a massive Ohio data center. Here's what investors need to know.
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KeyBanc lifted its Intel stock price target to $155 from $110, citing AI-driven server demand, better chip yields and new design wins from major tech names.
Intel may have lost an 18-year veteran, but Wedbush believes the move could become an unexpected catalyst for INTC stock.
Bank of America sees a $2.7 trillion semiconductor opportunity ahead, and that massive AI-driven growth forecast just helped Intel earn a new Street-high price target.
Nancy Pelosi disclosed a new Intel position, but investors should focus on the chipmaker’s turnaround, valuation, and earnings momentum.
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BNP Paribas expects Oracle to increase its capital spending in the June 10 earnings report.
INTC's reversal of fortunes has been a huge boon to investors, but with capex spending still expected to remain high and customers' cash slow to accumulate, don't expect Intel to reinstate its dividend...
The valuation risks are increasing for the artificial intelligence sector. In this week’s bubble watch, ...