Nvidia stock reversed course Thursday after rallying earlier this week on the back of President Trump’s announcements on artificial intelligence. Investors had been worried about a slow rollout of the company’s advanced Blackwell chips but a flagship $500 billion AI plan is soothing those fears.

Apple has joined the board of the Ultra Accelerator Link consortium The link is a key technology that binds GPUs, not unlike synapses on neurons UALink is emerging as the biggest rival to Nvidia's proprietary NVLink Back in June 2024,

Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum are rising fast.

Broadcom, under CEO Hock Tan, now finds itself at the epicentre of one of the world’s fastest-growing markets — AI chips

Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung can make a comeback with HBM3E in 2025.

Google’s custom TPUs give it an edge over Nvidia. See why GOOG stock may outperform as it leads AI hardware innovation in a competitive big tech landscape.

Yesterday, a group of technology companies, including Oracle, Softbank and OpenAI, gathered at the White House to announce Stargate. Stargate is an AI-related joint venture, bringing these companies and other investors together to build out next-generation AI infrastructure in the U.S.

Broadcom made key strategic moves aimed at bolstering its presence in the AI and cloud infrastructure markets. See why I think AVGO stock remains a strong buy.

Chip stocks including Nvidia and Arm fell Thursday after an Nvidia supplier, SK Hynix, spoke about uncertainty in semiconductor demand in 2025 on its earnings call.

The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains its stronghold as the premier AI GPU provider,

Nvidia and chip stocks trading lower as Biden administration considers restricting AI chip exports to China. Taiwan Semi reports strong revenue.

Stocks headed toward all-time highs as oil fell after President Donald Trump urged OPEC to lower crude prices and said he will push for interest-rate cuts.