Key Points TSMC has become the undisputed foundry leader.This essentially makes it the arms dealer in the AI chip battle, making it a winner no matter who comes out on top.The company could be one of ...

Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, ...

As the Q2 2025 earnings season begins, investment strategist Shay Boloor has outlined five stocks to watch and potentially ...

Longer term, Datadog’s robust product portfolio and category leadership position it for a return to high-teens growth and 25%+ free cash flow margins by 2027. However, near-term headwinds, including ...

The challenges of the first half aren’t over, our 11 panelists say. Where they see opportunities for the second half of the ...

Despite record highs, the S&P 500 Index (SPX) and Nasdaq Composite (IXIC) are eyeing weekly losses amid tariff rhetoric ...

The chip maker’s new MI350 series AI accelerators are competitive with Nvidia’s Blackwell AI platform, according to HSBC — and their pricing hits a sweet spot.

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 ...