News

Taiwan Semiconductor Manufacturing (TSMC) is by far the largest provider of ultra-advanced semiconductors. The company has ...
The challenges of the first half aren’t over, our 11 panelists say. Where they see opportunities for the second half of the ...
Goldman Sachs says Nvidia, Broadcom, Cadence and Synopsys are best positioned for the next phase of AI growth. AMD, Arm, and ...
Advanced Micro Devices (AMD) shares jumped Thursday after analysts suggested the company’s latest AI chips could compete with ...
Nvidia Corporation remains a top AI infrastructure pick despite risks, and Advanced Micro Devices offers tactical opportunity ...
The Semiconductor Industry Association (SIA) announced that global semiconductor sales amounted to $59.0 billion during May ...
Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Fintel reports that on July 10, 2025, HSBC upgraded their outlook for Advanced Micro Devices (NasdaqGS:AMD) from Hold to Buy.
One reason analysts aren't upbeat about C3.ai's prospects is that it has been performing poorly on the bottom line. The company isn't profitable yet and it hasn't shown much improvement on that front.
AMD is set to report its Q2 2025 results on August 5, and investors are eagerly awaiting the numbers. Analysts predict a ...
The AI Titan’s Ascent Nvidia (NASDAQ:NVDA) has evolved from a niche graphics chip maker to a global technology titan, driven ...