Bloomberg reports that the AI boom is stoking U.S. inflation as memory chip prices reach 'insane' levels, driven by surging data-center demand.…
SpaceX IPO could trigger a market rotation that pressures Magnificent Seven tech giants and semiconductor stocks, as investors seek fresh growth narratives…
S&P 500 extends gains as semiconductor stocks rally, overshadowing trade war fears reminiscent of the 2018 tariff tumult that roiled markets.
Nasdaq 100 fell as chipmakers retreated, snapping a two-day AI frenzy that had lifted Wall Street, with investors turning cautious amid valuation…
China's €255B AI infrastructure plan challenges US dominance, boosting semiconductor and data center demand while lifting Chinese tech stocks and pressuring Western…
Chip stocks staged a Monday rebound, but options trader Mike Khouw's purchase of downside protection highlights lingering tech sector risks, signaling caution…
The EU faces a $2 trillion economic risk from Taiwan tensions, threatening semiconductor supplies and forcing a diplomatic balancing act with China.
Nvidia CEO Jensen Huang shrugged off a sharp tech stock rout, insisting the artificial intelligence infrastructure wave is in its infancy, reinforcing…
Nvidia and SK Hynix enter a multi-year chip development pact, reinforcing their dominance in AI hardware and boosting the semiconductor sector outlook.
Nvidia’s next-generation Vera AI chip will use SK Hynix memory, securing a vital supply chain partnership for both companies and signaling intensifying…
China's military escalation near Taiwan after Japan-Philippines talks spooked markets, dragging down semiconductor stocks and lifting safe-haven assets like the yen and…
Nvidia's gross margins above 70% will persist through 2030, DA Davidson's Luria forecasts, fueled by insatiable AI chip demand and a widening…