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The backlog is enormous. So are the losses and the capital bills behind it.

This industry-leading business can quench investors' thirst for a dependable income stream.

New arrivals on the stock market often generate plenty of early hype. Their average early returns are less exciting.

Two catalysts could send the iPhone maker higher.

Taiwanese chipmaker TSMC will invest an additional $100 billion in the US state of Arizona, the company said Thursday, as it reported a record quarterly net profit on the back of massive demand for AI hardware. TSMC will spend an additional $100 billion building "four or more" fabs in Arizona, taking the company's total investment plans in the United States to $265 billion.

Broadcom's prospects continue to improve.

Alphabet would be the one stock I'd own if I could own only one.

Taiwanese chipmaker TSMC reported a record net profit for the second quarter on Thursday, fuelled by massive demand for artificial intelligence hardware. This has turbocharged business for chipmakers such as TSMC, creating shortages and sending prices soaring.

The asset management giant's second-quarter report was about much more than a big round number.

The world’s largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.

TSMC, the world's largest ‌contract chipmaker, posted ‌a 77% jump in second-quarter ​net profit on Thursday, beating market forecasts and hitting a record, ‌riding ⁠the wave of surging global demand for ⁠its artificial intelligence processors. Taiwan Semiconductor Manufacturing ​Co, whose ​customers ​include Nvidia and ‌Apple, saw April-June net profit rise to T$706.6 billion ($21.99 billion). The profit handily beat a T$632.6 ‌billion LSEG ​SmartEstimate, which ​is ​weighted toward forecasts ‌from analysts who are ​more ​consistently accurate.

Burry has previously said that Nvidia’s $117 billion in inventory and supplier commitments leave it exposed to an AI spending slowdown.

Ark Investment Management is going all in on AI.

TOKYO, July 16 (Reuters) - Nvidia said on Thursday it was partnering with Japanese companies including Fanuc and Yaskawa Electric to advance the development of robotics and AI.

Nvidia announced on Wednesday that leading Japanese enterprises, startups, and research institutions are building industry-specialized AI models and applications using its Nemotron open models, data, and libraries.

Only one company has ever touched the mark, and the iPhone maker is about 4% away.

Investors didn't seem to think so after the company published it.

The technology giant's AI strategy is emerging.

An 8-gigawatt portfolio would ensure CoreWeave's path to a $1 trillion valuation, but financial realities can foil those plans.

The parent company of the University of Phoenix published its third-quarter results.

If you hold Marvell (MRVL) stock, you’ve been on a wild ride. The shares have gained +207% over the past year, even after pulling back from their recent peak. But with that performance comes a new kind of pressure. Management has laid out a vision for growth so ambitious that the stock is now priced for near-flawless execution, leaving very little room for error.

Why would Nvidia invest $2 billion in a company that helps customers build alternatives to its own technology? Marvell's unusual position across custom AI chips, NVLink, UALink, copper, and optical networking may reveal how Nvidia plans to compete as AI infrastructure becomes more modular.

It's been tapped for a well-known index.

A 35-stock equal-weight fund has been quietly outrunning the Nasdaq-100 for years, and the structural reason behind that gap changes how you think about building a tech position.

Nvidia’s (NVDA) first H200 shipments to China are unlikely to change its quarterly results. The reported volume is just too low. But it matters to U.S. investors, since Nvidia’s current guidance assumes data-center compute revenue from China will be zero. For the first quarter of fiscal 2027, ...

Qualcomm could surprise a lot of investors next year.

The AI chip tester's revenue could triple in fiscal 2027.

SpaceX talks a lot about solar power, but for now it's guzzling gas.

Nvidia, AMD, and Broadcom all look attractive now.

IBM said a shift in its customers' spending hurt quarterly earnings.