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Investors are wary of Meta's layoffs and big spending on AI.

Just because a dividend stock has suffered a significant stumble doesn't mean the setback is permanent. It doesn't even mean its dividend is in jeopardy.

Investing.com -- The rise of agentic AI is fundamentally restructuring data center architecture, moving beyond simple GPU-centric training toward complex workload orchestration. According to UBS analyst Timothy Arcuri, this shift is expected to catalyze a significant expansion in the server CPU Total Addressable Market (TAM). The bank estimates the server CPU TAM could grow roughly fivefold by 2030, rising from a $30 billion baseline in 2025 to approximately $170 billion. This trajectory is supp

The semiconductor sector (SOXX) has seen a lot of momentum this year. Yahoo Finance Senior Business Reporter Ines Ferré zooms in on Micron (MU) in particular, highlighting the factors driving the stock's recent gains.

This trio of dividend dynamos has the potential to fortify investor coffers for years to come, and at least two may be value plays.

Cipher's Q1 sales and earnings may have missed the mark, but investors are liking other news released by the company.

Lucid will release its numbers on May 5 after market close. Here's why investors are on edge.

Aschenbrenner is a former OpenAI employee who now manages a multibillion-dollar hedge fund.

The cloud platform is building a specialized inference engine for AI agents.

The semiconductor and networking specialist is rising on strong results from another major AI player.

Both companies reported blowout growth in the cloud, but one seems to have the edge.

This consumer staples stock should remain resilient no matter what happens with the market.

What's driving the Nasdaq's 1.3% gain today? It's a new twist in the long-running AI boom. Here's how the ripple effects are lifting the entire market.

Semiconductor Stocks Surge on AI Demand and Risk-On Wave

The stock is benefiting from the increasing demand for CPUs.

Shares of Intel Corporation were showing notable strength Tuesday, extending a powerful rebound driven by renewed optimism around its AI and foundry turnaround story. The stock is surging again on fresh headlines that Apple held early discussions with Intel for potential chip manufacturing partnerships, adding fuel to already strong momentum. With sentiment shifting quickly, the stock is increasingly behaving like a high-beta leadership name.

Intel soared on Tuesday on reports of a new partnership with Apple.

Investors are no longer just chasing the GPUs that train AI models. They're also chasing the memory and storage needed to keep those systems running.

A major artificial intelligence customer has come to dominate the database giant's story. And that's not the only issue.

Nvidia faces its most legitimate challenger since the AI boom kicked off.

Nvidia has had a big comeback over the past few weeks.

By holding these top income stocks in your portfolio, you can have a position in some great companies while also generating cash flow each month.

Bloomberg reported Intel is in talks with Apple to potentially become the consumer tech giant's main chip manufacturer for devices in the U.S.

The e-commerce platform provider says it's running into a growth headwind. It may be overstating its challenge.

Markets price the obvious AI winners first.

And if you're not an AI investor, you may want to reconsider.

TSMC is one of the most important companies in the AI infrastructure space, which is why its stock could keep soaring.

Memory chip stocks are ripping higher again this morning, with Micron Technology (NASDAQ:MU) shares up 12% and SanDisk (NASDAQ:SNDK) shares climbing 10% in mid-morning trading on Tuesday. MU stock is changing hands near $644, while SNDK shares are pushing through $1,380. The synchronized rally extends what’s already been a parabolic year for memory names. Micron ... Micron Rockets 12%, SanDisk Leaps 10% as Tight Memory Supply Fuels Parabolic AI Trade

With global power needs skyrocketing, these three pioneers in next-gen nuclear are companies to watch.

Apple is in early discussions with Intel and Samsung about producing processors for its devices in the U.S., according to Bloomberg