Looking at Ciena, the company supplies to both Microsoft and Oracle. As the Stargate venture drives the creation of data centers in disparate locations, Notter thinks that Ciena's ...
Dallas-based Texas Instruments gave a disappointing earnings forecast for the current period, hurt by still-sluggish chip ...
Nvidia remained above the 50-day moving average Friday. Late Tuesday, President Donald Trump announced a joint venture called ...
Nvidia stock rose early Friday as investors digested a raft of mixed news over the past few days. Shares were up 0.2% to $147 ...
SK Hynix, one of the world's largest memory chipmakers, cited semiconductor demand uncertainties for 2025 as Nvidia ( NVDA, ...
The U.S. stock market closed higher Thursday, bringing the year-to-date gain of the SPDR S&P 500 ETF Trust SPY to 4%. The S&P 500 climbed 0.5% on Thursday to a record high, lifted by a broad rally ...
My bearish view on Micron has been ill-timed, as the stock has rallied hard since, prompting me to revisit my views. Explore ...
Trump's tech stamp; Chiplet Summit announcements; AI diffusion export concerns; Cadence's security acquisition; chiplets; UMC ...
US yields and crude oil fell, and the S&P500 extended gains to a fresh ATH yesterday, as US President Donald Trump said – in ...
Stocks closed solidly higher on Thursday for the fourth straight session as investor optimism about the Trump administration continues to run high.