Shipments of AMD's GPUs in Q1 declined almost twofold from Q4 despite the launch of Radeon RX 9070-series products that AMD ...

With an addressable market this large, there's room for a laundry list of companies to be long-term winners. But as things stand now, no company has been a more-direct beneficiary of the AI revolution ...

Salesforce Inc.’s agreement to buy Informatica Inc. for $8 billion came a year after initial talks collapsed and the ...

Nvidia Corp. shares have staged a $1 trillion rebound in two months; and investors are betting the rally has further to go as ...

Stephen Wright was close to buying Nvidia shares last month. But the latest earnings report has caused him to change his mind ...

Analyst expectations for where Amazon stock is headed vary, but Wall Street remains optimistic overall, especially in the ...

Palantir stock inches ups as Trump picks it as data analysis partner. Top executives, including CEO Alex Karp, have been ...

In his first term as president, Donald Trump banned China’s Huawei from using American EDA tools. Huawei is seen as an emerging competitor to Nvidia with its “Ascend” AI chips. Nvidia chief executive ...

While Nvidia is being squeezed out of China, other policy changes may help open up additional markets. Trump recently visited ...

US stocks ended higher despite tariff uncertainty. An appeals court reinstated Trump's tariffs for now. Strong Nvidia results ...

This year, Microsoft’s 9% advance has outperformed all of those peers save for Meta, which is up 10%. In addition to ...

Nvidia Corp. Chief Executive Officer Jensen Huang soothed investor fears about a China slowdown by delivering a solid sales forecast, saying that the AI computing market is still poised for ...