Advanced Micro Devices, Inc. stock surged 300%+, but is 60x P/E too rich? See why I trimmed 50% vs. NVDA & MU and expect a ...

Nvidia CEO Jensen Huang on Wednesday aimed to reassure investors that the AI chip giant can keep up its blockbuster growth, ...

For much of 2026, the chip trade has been the only show on Wall Street. The iShares Semiconductor ETF (SOXX) is still up 77% ...

Nvidia Corporation anchors the AI semiconductor boom as the sector shifts from cyclical to structural growth. Click for a ...

This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.

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Assuming the RAMpocalypse doesn't make them more expensive than red diamonds ...

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Advanced Micro Devices surged after the company pointed to strong AI demand. That lifted ARM ahead of its own earnings report. Will ARM live up to the moment?

AMD shares soared more than 12% as Wall Street analysts were caught off guard by Intel's CPU performance — which they believe will translate to other big CPU makers. "We figured CPUs were the next big ...

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Quarterly filings reveal Nvidia's revenue base and profit margins far outpace AMD's, with both companies posting notable ...