Arm Holdings PLC (NASDAQ:ARM)'s long-term growth outlook is improving as rising demand for artificial intelligence workloads drives increased need for CPUs, according to Jefferies, which raised its ...

AMD stock rose nearly 3% Monday ahead of its AI event. UBS forecasts product roadmap updates but tempers expectations on ...

This is a direct, monetizable add-on to Arm’s ecosystem momentum, and the stock already reacted positively (+3%). Key Risk: ...

Apple keeps beating earnings while its Mag 7 rivals burn billions on data centers, and one investor thinks he has found the reason the gap will only widen from here.

Bullish targets from multiple firms (Rosenblatt/UBS/KeyBanc) plus the upcoming July 22–23 AI event create a clear catalyst ...

The artificial intelligence trade just hit some turbulence, and chip stocks are plunging.

Dell Technologies (DELL) ended the recent trading session at $381.88, demonstrating a -3.65% change from the preceding day's closing price. This change lagged the S&P 500's daily loss of 0.19%.

IBM said it had “faltered” in keeping pace with a shift in corporate spending from software to data-center infrastructure and ...

The stock can continue beating the market.

Don't let the volatility scare you away.

A major AI-focused chipmaker is set to go public this month.

Glamsterdam, due in the second half of 2026, is the first upgrade in years aimed at the network itself, and it arrives with ...