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Nvidia's market capitalization reached $5.41 trillion, capturing roughly 8% of the S&P 500 and surpassing five entire sectors combined. Propelled by robust AI hardware demand and $108 billion in Q3 r…
Sustainable Growth Advisers highlighted TSMC as a premier long-term AI beneficiary. Surging demand for advanced logic, AI accelerators, and CPUs continues to expand foundry capacity needs, reinforcin…
BofA sees $210B server CPU market by 2030 driven by agentic AI, benefiting AMD, Intel, ARM. NVDA's Vera CPU mentioned but AMD named top pick with core-count lead over Nvidia's offering.
Article highlights two Vanguard ETFs (VGT, VDE) outperforming the S&P 500 in 2025, driven by semiconductor stocks (Nvidia, AMD, Micron) and energy majors (Exxon, Chevron) amid AI demand and Middle Ea…
Markets remain optimistic due to potential U.S.-Iran peace talks and strong AI-driven chip demand, lifting the S&P 500 to new highs. However, persistent inflation and hawkish Fed rhetoric suggest ris…
U.S. stock markets rally on AI boom and chip demand surge, despite inflation concerns. Trump-Xi summit yields limited clarity. Fed faces rate hike pressure as producer prices surge 4-year high.
Chip demand is accelerating with durable orders, benefiting market leaders like Nvidia and ASML amid a broad semiconductor upturn. Texas Instruments surprises with strong guidance, while Intel faces …
NVIDIA hit a 52-week high as AI-driven Data Center demand lifted fiscal Q2 revenues 56% and margins remained strong. Robust cash flow, buybacks and upbeat Q3 guidance support momentum, but high forwa…
Nasdaq closed at a record high led by gains in heavyweight tech including AI chip leader Nvidia, while Australian tech stocks rose modestly, with Xero and TechnologyOne among local winners.
Markets were mixed as yields rose; Nvidia-backed deal boosts Intel and Nvidia; Goldman raised Tesla's price target, lifting premarket shares amid muted economic calendar and U.S.-China talk headlines.
Risk-on market mood and expectations of Fed rate cuts lifted assets; Bitcoin hit a three-week high while stocks and commodities showed mixed moves amid geopolitical and ratings news.
TSMC's August revenue jumped 33.8% y/y on surging AI chip demand, boosting orders for clients like Nvidia. Strong momentum offsets some geopolitical risks from US-China trade frictions.
Marvell cut Q3 revenue forecast, missing estimates, while Nvidia delivered stronger-than-expected guidance and bullish CEO comments about expanding AI-chip demand.