AMD

The semiconductor stock is gaining market share in this rapidly growing segment of AI compute.

ASML remains a wide-moat compounder, directly benefiting from semiconductor industry expansion. Read why ASML stock is downgraded to a hold.

AMD (NasdaqGS:AMD) announced a commitment of more than US$10b to support AI infrastructure in Taiwan. The company is pairing this investment with a major presence and expected product news at Computex Taipei. The move highlights Taiwan's role in the global AI hardware supply chain and AMD's focus on data center and AI growth areas. For investors tracking AI hardware, this update places AMD (NasdaqGS:AMD) in the middle of the buildout of global compute capacity. The company already competes...

Nvidia (NVDA) stock is up about 15.44% year to date, at the time of writing, Friday afternoon, May 29. Meanwhile, the SPDR S&P 500 index (SPY) is up about 11.06% in the same period. While the stock has outpaced the S&P 500, its growth is lagging that of other semiconductor companies that ...

Advanced Micro Devices has significantly outperformed the Nasdaq recently, and analysts remain highly optimistic about the stock’s prospects.

IBM is spending billions to lead the quantum computing industry, while smaller rivals struggle for profits. Its scale, cash flow, and partnerships make it a standout bet.

Marvell (MRVL) stock closed the May 28 trading session up 3.09% at $204.03. The upbeat close followed the release of the first-quarter (Q1) fiscal year 2027 earnings report on May 27. The stock has rallied 141% year to date, as of Friday morning, May 29. Meanwhile, the SPDR S&P 500 index (SPY) ...

Arm Holdings plc (NASDAQ:ARM) was among the stocks Jim Cramer discussed in this changing market. Cramer highlighted the stock’s growth after he purchased it for the Charitable Trust, as he commented: Same goes for Arm Holdings. The chip design company had been putting up some pretty good numbers. But more important, it announced that rather […]