The report breaks the investment opportunity into three layers: (1) the enabling layer, (2) the intelligence layer, and (3) ...

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Analysts estimate that Microsoft's earnings will rise by an average of 13% annually for the next three to five years. Frankly ...

Beijing is stepping up pressure on Chinese companies to buy locally produced artificial intelligence (AI) chips instead of ...

In a move to strengthen its semiconductor industry and counter U.S. sanctions, Beijing is reportedly encouraging Chinese ...

US-sanctioned Huawei Technologies has started testing a new artificial intelligence (AI) chip with potential clients in China as companies look for alternatives to high-end Nvidia chips, edging closer ...

Power utilities aren't always seen as the most exciting way to invest, but investors might need to rethink that opinion, ...

CEO Lisa Su discusses AMD’s strategy, the transformative potential of AI, and how to get more women into leadership positions ...

Nvidia CEO Jensen Huang discusses competition with China and future energy requirements in an interview with Bloomberg's Tyler Kendall, focusing on the implications for technology and the global ...

Northcape Capital’s Fleur Wright may have missed out in the early AI and GLP-1 investor frenzy, but she made other good calls ...

This fundie sold most of its Nvidia shares earlier this year, citing a number of reasons for doing so. Let's take a look ...

Elon Musk's diverse empire, from EVs to space travel and brain tech, is on track to potentially make him the first ...