Nvidia, Broadcom, and Arista Networks produce key components for Meta's data centers. All three stocks bear different risks ...

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...

Artificial intelligence stocks were moving higher today as earnings season kicked into full swing and as investors continue to digest the impact of DeepSeek on the AI sector. The ...

U.S. stocks recovered some ground on Tuesday after getting hammered by fears over China's DeepSeek AI model built on a ...

Synaptics ® Incorporated (Nasdaq: SYNA) announced it has accelerated its Edge AI strategy by signing a definitive licensing agreement with Broadcom that includes Wi-Fi ® 8, ultra-wideband (UWB), Wi-Fi ...

Leo is back after a busy couple of weeks. This week he discusses possible Nvidia bully tactics, AMD being attacked by CTS, ...

Broadcom fell 17.4%, and other chip stocks like Micron declined ... The so-called Magnificent Seven members, Meta (Facebook), ...

A week after the inauguration, the Chinese AI startup DeepSeek wiped billions from the fortunes of some of America's ...

"The narrative on Monday was that the eye-watering sums spent on AI capex by mega-cap tech companies could be somewhat ...

Anxiety over a Chinese startup’s threat to American artificial intelligence dominance faded further Wednesday as investors turned their focus to the Federal Reserve’s rate decision due later in the da ...

The Nasdaq and other major indexes rebounded on Tuesday, recovering from the sharp sell-off triggered by DeepSeek’s crash, ...