NVIDIA reports after the close on August 26, and the setup heading into that print is unlike anything the stock has seen in years. Here is why analysts, prediction markets, and booked backlog all point in the same direction.

Micron's record revenue arrived on shipments that barely grew, which leaves the price of memory carrying the entire case.

Wall Street has some mixed opinions on these three stocks.

Riot Platforms, Inc. (NASDAQ:RIOT) struck a $9.1 billion, 20-year computing deal with Anthropic this week, leasing 191 megawatts of power at its Rockdale, Texas campus. The deal could grow to $16.1 billion if extended twice by five years each. Shares initially jumped more than 20% before giving back most of the gain. Why This Matters […]

Taiwan Semiconductor Manufacturing Co. is the world’s largest chipmaker. Here’s how it grew into the semiconductor behemoth it is today.

Coatue Management started a new AMD stock position worth $55.8 million in Q2, joining a wave of fresh AI bets from the hedge fund giant.

For those holding Advanced Micro Devices, here is a way to get paid a real income now, money you keep no matter what, in exchange for capping your gains at a higher price.

A powerful business turnaround is fueling this chipmaker's stock, but a recent pullback forces every investor to ask if the real opportunity has already been priced in.

Cathie Wood and Stanley Druckenmiller are looking at the same AI chip stock and moving in opposite directions. ARK Invest sold 25,917 Advanced Micro Devices, Inc. (NASDAQ:AMD) shares across four ETFs on August 17 while simultaneously adding Nvidia across five funds. The move continued a pattern of trimming AMD exposure: ARK’s second-quarter filing showed about […]

A semiconductor giant has fallen back to a familiar battleground, forcing investors to ask if the past is any guide to the future.

ASIC runs above 1,000 TOPS on TSMC's 5-nanometer process

Autonomous rideshare operator — which is owned by Alphabet (GOOG, GOOGL) — has begun building its own AI chips to better optimize sensor data, according to Bloomberg. Yahoo Finance Tech Editor Dan Howley examines Waymo's move to bring more of its technology in-house.

Cathie Wood's ARK Invest launched a new autocallable ETF that tracks the firm's other funds, which hold stocks like Tesla, Palantir and AMD.

AMD has surged 117% this year on AI infrastructure spending, yet shares just pulled back sharply while Wall Street scrambles to catch up to what CEO Lisa Su revealed on the earnings call. Our model points to a specific date when $650 becomes reality.

AMD's stock is crushing Nvidia's, but that's not consistent with how the businesses are doing.

Consensus turns today's multiple into a much lower one within two years, and by management's own account the constraint on getting there is capacity rather than demand.

Marvell's AI infrastructure business just posted record data center revenue and management keeps raising its multiyear outlook, yet the stock still sits well below its 52-week high. Here is what the numbers say about whether the rally has room left to run.

Micron is spending record cash flow on new fabs whose output arrives into the same year its own outlook expects memory supply to improve.

Alphabet Inc.’s Waymo has built a custom chip that the company said will improve the performance of its robotaxis, while also diversifying its chip supply beyond third-party companies such as Nvidia Corp.

Qualcomm's non-handset business is inflecting fast enough that management expects it to replace the revenue Apple is taking away, and the first proof of that arrives in the December quarter.

Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their AI revenue story walked out the door with it.

Wood’s ARK Invest purchased $20 million shares of Broadcom on Wednesday.

A number of stocks fell in the afternoon session after investors reacted to a significant partnership between Google and Marvell Technology for custom AI chip development, signaling a potential shift in market share.

AMD and Alphabet look like good long-term buys.

AMD's AI momentum commands a premium valuation, while Salesforce's software dominance trades at a fraction of that multiple, a stark contrast that reshapes the growth-versus-value debate.

Yields on the 10-year and 30-year Treasuries pulled back Wednesday after the Treasury Department announced new buyback levels.

The market is treating NVIDIA like a semiconductor laggard, even as its growth and profit metrics dominate the very peers it's being priced against.

What does Google's $94 billion stake in SpaceX really mean?

The multiple is paid on capacity that is still being built, while the trailing year still ends in a loss.

SpaceX stock is still nothing more than a plaything for investors.

OpenAI, Anthropic, Meta, and AWS are all competing for the same scarce silicon, and one chipmaker sits at the center of every deal. Whether that position justifies the current price depends on a set of risk factors most investors have not priced in.

Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives on a Brazilian fintech.

Intel's client computing business is gaining momentum as AI PCs, Edge AI, robotics and Physical AI open new growth avenues beyond traditional PCs.

Chip stocks are selling off hard even as bond yields fall and the broader market turns green, yet one name in the sector is holding completely flat while its peers bleed out.

Analog Devices (ADI) on Wednesday projected above-consensus profit and sales for its fiscal fourth q

Nvidia (NVDA) reports earnings next week, on August 26th. Ahead of the print, Bank of America (BAC) says the AI chip giant could be significantly undervalued relative to its peers. BofA analyst Vivek Arya argues Nvidia is trading at a steep valuation discount, with estimates of the gap reaching up to 50% while maintaining a $350 price target. Yahoo Finance Executive Editor Brian Sozzi welcomes EMJ Capital founder and president Eric Jackson, Markets and Data Editor Jared Blikre, and Senior Business Reporter to Nvidia's valuation and the expectations heading into earnings.

Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's stock has been quietly losing its grip on the AI chip race all year.

Tech stocks faced renewed selling pressure, while healthcare, basic materials, and consumer discretionary stocks rose.

Super Micro Computer's early AI system availability, liquid cooling and full-stack data center solutions strengthen its position as AI infrastructure evolves.

This fast-growing AI chip company could become a multibagger once again.

Cerebras Systems (NASDAQ:CBRS) outlined a product roadmap centered on faster AI inference, expanded data-center capacity and new partnerships with OpenAI, Arista Networks and Advanced Micro Devices during a company event led by CEO and Co-Founder Andrew Feldman. Feldman said the company recently we

Cerebras Systems late Tuesday introduced what it described as “the fastest AI accelerator in the industry.”

AMD just filed its first-ever 13F, and buried inside a $1.31 billion portfolio are five positions that trace exactly where the company believes AI infrastructure spending lands next, including one ticker most investors will never think to check.

AMD's stock is valued at a far higher premium than Nvidia's.

Custom silicon may open another path into hyperscaler spending

The chipmaker's CEO put hard growth numbers on the quieter side of its data center segment. They look a lot like AI numbers.

AMD shares fell after rising yields pressured chip stocks despite 107% data-center revenue growth.

Price targets on Advanced Micro Devices have shifted into a much wider range, with recent updates running from about US$450 up to US$1,250 as analysts revisit their assumptions. Those higher and lower targets reflect very different views on how AI infrastructure demand, data center products, and new partnerships might be reflected in AMD’s valuation over time. In the sections that follow, you will see how to interpret these moves and track the evolving story around AMD with more...

Uncertainty over the Middle East, inflation and the Fed has sent bond yields soaring — and created a big headache for tech stocks.

This chipmaker's stock has delivered a chart-topping performance, but its operating results sit squarely in the middle of the pack, forcing investors to decide if the price has run too far ahead of the business.