Nvidia Corporation forecasts $45B Q2 FY2026 revenue, driven by AI innovations like Blackwell GB300. Click for my updated look ...

A trio of industry leaders with well-defined catalysts and competitive advantages can surpass Wall Street's artificial intelligence (AI) darlings over the next decade.

At its 2025 GTC event, Nvidia cited a third-party analysis that found that data center capital expenditures were $400 billion ...

Scotiabank sees Oracle as an AI infrastructure breakout, forecasting $10B GPU revenue in 2026 and a $300 stock price target.

Cadence Design is a leader in electronic design automation, focused on digital and AI applications. Read more on what ...

Taiwan Semiconductor Manufacturing Co., the contract manufacturer for companies including Nvidia and Apple, joined the $1 trillion market value club on Thursday said its profit surged in the second ...

Taiwan Semiconductor Manufacturing Co. on Thursday boosted its full-year revenue growth projections, as strong AI demand ...

Using a projected currency rate of one dollar equaling 32.5 New Taiwan dollars, the midpoint implies NT$1.05 trillion in sales, versus analyst expectations of NT$927.3 billion. Taiwan Semi said the ...

Nvidia said it has filed applications to resume selling H20 GPUs in China and has received assurances that licenses will be ...

Currently, Nvidia accounts for nearly 8 percent of the S&P 500. That’s the highest weighting for a single stock in 45 years, according to Todd Sohn, senior ETF strategist at Strategas Securities. For ...

Nvidia became the first publicly traded company to reach a market cap of $4 trillion last week, as investors remain bullish ...