Analyst Vivek Arya said that chipmakers tied to AI applications are expected to keep generating solid returns. ・Arya forecasts a 50% year-over-year growth for AI semiconductors in 2026, driven by heavy data center usage,

The new SSDs jointly developed by SK hynix and Nvidia are aimed at high-performance AI workloads enabled by Nvidia’s new Rubin CPX GPUs.

Nvidia leads AI semiconductors with strong alpha, valuation support, high R-squared, revenue elasticity, and AMD convex upside. Find out why NVDA stock is a buy.

One of these industry giants is starting to show signs of competitive pressure.

China has figured out the US strategy for allowing it to buy Nvidia Corp.’s H200 and is rejecting the AI chip in favor of domestically developed semiconductors, White House AI czar David Sacks said, citing news reports.

Broadcom (AVGO) and Lam Research (LRCX) are among Bank of America's top semiconductor stocks to own for 2026. Read for more.

The best time to buy is when others are eager to sell.

Nvidia has become shorthand for the artificial intelligence boom, but its most durable advantage may emerge in a very different field: quantum computing. As hardware makers race to prove their qubits,

TSM posted strong November 2025 revenue growth, driven by demand for advanced chips used by customers like NVDA.

The niche chipmaker still faces tough near-term headwinds.