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There are plenty of reasons Wall Street is obsessed. Let's look at a few of those reasons and what they mean for investors.

Key Points The chip industry is booming thanks to AI.Advanced Micro Devices is seeing margins and earnings soar as its data ...

The Silicon Valley chip giant said the Trump administration, which had shut down its sales to China three months ago, had ...

Chinas booming artificial intelligence sector is set to demand $39.5 billion worth of AI chips in 2025, yet supply is ...

Broadcom's chip unit unveiled a new networking processor that aims to speed artificial intelligence data crunching, which ...

AMD's upcoming MI400 release could be a game changer in the AI accelerator industry. Many artificial intelligence (AI) stocks ...

American chipmaking giant Nvidia says it plans to resume sales to China of an artificial intelligence chip that’s become part of a global race pitting the world’s biggest economies against each other.

The growing demand for AI computing power has propelled both CoreWeave and Nvidia's businesses to new heights. Nvidia ...

The world’s largest contract chip maker’s robust results are the latest sign that the AI wave remains strong.

TSMC will change production timelines for two planned fabs by several quarters because of high demand for chips to power ...

Key Points Nvidia, TSMC, and ASML are all great long-term plays on AI infrastructure.Meta is investing heavily in AI and is well-positioned for an AI world.Alphabet should not be overlooked for what ...