TSMC to build 11 fabs in Taiwan to meet demand for Ai chips, driving a 30% increase in revenue this year to break through US$100bn.

Wall Street analysts at Stifel, Bernstein, and William Blair now project that Nvidia could recoup between $10-15 billion in revenue from China in the second half of the year, potentially reaching $20 ...

As many of the most popular AI stocks have soared higher, a lot of them now look fairly pricey these days from a valuation ...

Palantir's sky-high valuation faces risk as market sentiment nears extreme greed, with slowing growth and overblown P/E ...

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Data center growth will continue to drive Nvidia's GPU sales. Taiwan Semiconductor Manufacturing is predicting monster sales ...

Sweden’s Saab boosts 2025 growth outlook after second-quarter results exceed forecasts, fueled by rising global defense demand.

Key Points Nvidia, TSMC, and ASML are all great long-term plays on AI infrastructure.Meta is investing heavily in AI and is well-positioned for an AI world.Alphabet should not be overlooked for what ...

Nvidia ( NVDA 1.06%) has proven itself to be the bellwether of the artificial intelligence (AI) industry. The company is the ...

Wedbush analyst Matt Bryson says Taiwan Semiconductor's strong Q2 earnings confirm red-hot demand for AI chips, signaling ...

While a majority (53 per cent) of the AI job postings were in the IT sector, openings for AI roles in the banking sector grew ...

Foreign investors are returning to China in search of opportunities in artificial intelligence startups, including those in ...