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The AI in semiconductor market is projected to experience significant growth, reaching a value of $255.90 billion by 2035. This expansion is largely driven by the rapid development of hyperscale AI data center infrastructures, the adoption of advanced AI-specific silicon, and the increasing deployment of edge computing solutions worldwide. The increased need for processors that can handle complex AI workloads, coupled with advances in chip architecture, memory, and packaging technologies, are...

AI accelerators steal the spotlight, but a quieter layer of the buildout is capturing an outsized share of the capex flowing into every new GPU cluster. Three networking stocks sit at that choke point, and each just raised its outlook.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly lower hours before We

The day before Nvidia reports earnings that analysts expect to roughly double year over year, OpenAI dropped a chip benchmark that rattled the AI hardware world and forced a question no investor wanted to sit with overnight.

Stock futures were pointing lower ahead of what’s likely to be a big day for the tech sector and the broader market.

BMO’s Harsh Kumar just ranked Broadcom second only to Nvidia in AI chips.

The chipmaker's long-term surge is powered by real AI demand, but a recent pullback and a steep valuation force investors to ask what's left in the tank.

Outside of Nvidia, Marvell Technology will provide the semiconductor market's most closely watched earnings report this week on Thursday, August 27.

Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead speaks with Josh Lipton about what Nvidia's (NVDA) margins and balance sheet may be conveying about the chip giant ahead of its second quarter earnings release on Wednesday, August 26.

The market rotation may be healthier than it first appears.

Collect an immediate income that's yours to keep, in return for capping your stock's potential gains above a chosen higher price.

Marvell will issue share warrants to Google as part of the deal.

Marvell's expansion weakens Broadcom's exclusivity narrative without erasing years of engineering integration.

Blue chip stocks dominate the list of hedge funds' most popular equity investments.

Rackspace Technology has launched Rackspace Cloud, a fully managed multitenant platform built on Broadcom (NasdaqGS:AVGO) VMware Cloud Foundation 9.1. The platform targets regulated industries that need modern cloud features such as Kubernetes and AI workloads while keeping governance and compliance controls. This is among the first commercial uses of VMware Cloud Foundation 9.1 in a fully managed multitenant setup, highlighting early commercial traction after Broadcom's VMware...

The sticker price on the world’s most important chipmaker is high, but the multiple you are actually paying two years from now is another story entirely.

Jalapeno chip will let OpenAI customers choose models that offer lower cost or faster answers

Broadcom and Micron both posted blowout quarters riding the same AI wave, yet they operate from almost opposite ends of the semiconductor business. Understanding which model holds up as inference spending accelerates could change how you think about the entire capital stack.

A lot will depend on whether AI-related spending continues to grow at a good clip.

U.S. stocks ended mostly lower on Monday, triggered by a tech sell-off, and investors continued to assess fresh economic pressures created by the United States against Iran as tensions in the Middle East continued.

Two chip stocks are each up 3% Tuesday for reasons that have nothing to do with each other, and the gap between those catalysts reveals something important about what is actually moving semiconductor prices right now.

The tech sector has been the leading force in the U.S. stock market for several years, so it's understandable that some investors would want to boost their exposure to it.

Alphabet is diversifying its custom chip business beyond Broadcom.

Marvell is already riding the AI infrastructure wave. Now, a major hyperscaler deal could be the catalyst that sends the stock on its next parabolic run.

President Donald Trump bought up to $50,000 in Space Exploration Technologies Corp (NASDAQ:SPCX) shares shortly after the Elon Musk-led company’s record IPO. Trump Bought SpaceX Shares After Record IPO Trump purchased between $15,001 and $50,000 worth of SpaceX shares on June 23, according to a financial disclosure signed Aug. 12 and released Saturday. The transaction was among more than 1,000 stock trades made by Trump in June. It also included sizable investments in Berkshire Hathaway (NYSE:BR

When the AI complex wobbles, the money has to go somewhere. Monday it went to the giant whose earnings don't depend on the build-out.

Analog Devices just posted a monster quarter, but analysts on the call wanted to know if this AI-fueled supercycle is a new reality or just a spectacular peak.

The U.S. Treasury chief threatened economic sanctions against any country doing business with Iran.

The chipmaker's AI business is booming, but the stock just hit a rough patch, forcing investors to weigh a powerful history against a pricey present.

The clues to the run sat in dated interconnect milestones, not in the custom-silicon question that dominated the argument surrounding the stock.