Shares of chip firms have surged as enthusiasm for AI continues. But some strategists think investors should take a step back.

US stocks gave up earlier gains on Tuesday as investors digested a wave of corporate earnings and economic data, while ...

On Aug. 5, AMD is set to report its fiscal second-quarter earnings, which many anticipate being solid. If revenue comes in ...

The chip company is waiting to sell its H20 chips in China again, which a Mizuho analyst said will help the case for its ...

Applied Digital's AI-focused data centers and early-mover advantage position it for long-term growth. Click here to read my ...

Wall St Analysts Eric Bleeker and Austin Smith delved into the significant implications of NVIDIA‘s (Nasdaq: NVDA) renewed ability to sell H20 GPUs in China, a move that has sent ripples through the ...

Alphabet and Tesla’s stock saw contrasting movements after last week’s earnings. This week, Microsoft and Meta’s reports are ...

Nvidia stock was rising Tuesday. The chip maker has placed an order for 300,000 of its H20 chips for the Chinese market, ...

In a recent episode of the AI Investor Podcast (embedded above), host Austin Smith and technology analyst Eric Bleeker discussed the implications of the Big Beautiful Bill on the tech industry, ...

Nvidia's CEO has sold millions of dollars worth of his company's shares this year, and he's not done selling yet.

Nvidia stock boom continues as AI demand and GPU dominance push NVDA toward $5T. Analysts forecast $200B in revenue this fiscal year.

Dan Niles backs Microsoft and Nvidia for Q2 earnings, citing strong AI momentum, fundamentals, and growth potential.