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Cameco and BWX Technologies will profit from the soaring demand for nuclear energy.

(Bloomberg) -- Nvidia Corp., the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Rebound on Optimi

Semiconductor-chip stocks have surged over the past month and a half. We queried investment pros on whether the group has gotten over its proverbial skis.

Nvidia reported an earnings and revenue beat on Wednesday, but the stock was still in negative territory heading into the company's conference call with investors, which is scheduled to start at 5 p.m.

Nvidia has used some of its accelerating cash flow to make investments into start-ups, as well as Intel and CoreWeave. In the first quarter, Nvidia spent another $18.6 billion on equity securities. It booked a fair value gain of $16 billion from equity investments in the quarter.

Goldman Sachs won a PR coup today -- and a bit of money, too.

Target impressed in its first-quarter earnings report.

While what could be the largest IPO on record looms, two smaller publicly traded space names have quietly built real revenue and accelerating customer demand.

Wednesday's rally is a mirror image of Tuesday's sell-off. Here's what changed overnight.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

Intel Corp CEO Lip-Bu Tan framed the company's turnaround around rebuilding data center leadership, winning foundry customers, and positioning Intel as a critical U.S. alternative to overseas chip manufacturing. Intel Targets Data Center Comeback Tan told CNBC's Jim Cramer on...

Coatue Management's billionaire money manager has pared his fund's stake in Nvidia by 87% in three years -- and profit-taking is likely only part of the story.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

The nuclear energy build-out gives investors an opportunity to build lasting wealth as governments embrace nuclear power.

Firm views the move as a sign Intel is protecting margins

Shares of memory chips maker Micron (NASDAQ:MU) fell 7.2% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 5.3% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

AMD's stock is on fire, but it may be getting too expensive.

The Iran war brings this sector into the spotlight today, but the long-term case is equally compelling.

The massive gains in chip manufacturers from South Korea to Silicon Valley have hit a volatile stretch. Chip makers, including Intel, Micron and AMD, closed Monday on their worst two-session skid since March, an abrupt halt to a torrid weekslong rally.

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 8% in midday trading on Wednesday, leading the large-cap chip complex. The stock is bouncing off a soft week, with AMD shares having pulled back 8% over the prior five sessions before today’s surge. Intel (NASDAQ:INTC) is also higher, up 6.5% intraday after reports of talks to ... AMD Is Up 8% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

The AI revolution helped double ASML's stock price over the past year, but can it keep going higher?

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

The semiconductor industry is one of the most advanced and complex in the world. The semiconductor industry relies on highly specialized supply chains and manufacturing equipment. This ecosystem becomes highly complex because advanced chip manufacturing requires many process steps. The process involves companies from all over the world. Since the sector requires atomic precision, the ... Semiconductor Equipment Stocks Powering the AI Chip Manufacturing Boom: Etching

ASML Surges as UBS Sees Massive Upside in AI Chip Boom

Intel Corp (NASDAQ:INTC, XETRA:INL) shares moved higher on Wednesday following reports that the company has shown early-stage interest in acquiring AI-chip startup Tenstorrent. According to Bloomberg, Tenstorrent has been working with investment banks to evaluate strategic options and has...

Intel Stock Jumps as Wedbush Sees Margin Boost From 18A Push