Nvidia’s role in a $10 billion Kazakhstan-Firebird AI deal underscores surging global AI investment and the chipmaker’s expanding reach into sovereign AI…
US stocks drifted higher on Monday, led by a rally in semiconductor shares, as traders assessed a cooler-than-expected producer price index report,…
A 200% spike in computer memory prices, fueled by the AI boom, is manifesting in US inflation data, forcing investors to reassess…
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.