I have spent two years studying AI and semiconductor stocks, which are early beneficiaries of the AI trend, complicating fair ...

With a current market cap of $36.1 billion, Vertiv would trade on 28 times and 22.5 times FCF in 2025 and 2026. That's not ...

Many artificial intelligence (AI) companies experienced surging growth over the past few years, and two of the most popular ...

Advanced Micro Devices and C3.ai are two AI stocks that are trading at discounts and could be due for a rebound. AMD's ...

Shares of Nano Nuclear are looking to form a long-term tradable bottom in the $20-$25 price range. The stock has been trading ...

Many investors are watching large tech companies invest massive capital into artificial intelligence (AI) infrastructure. The ...

【シリコンバレー=清水孝輔】米ブルームバーグ通信は7日、トランプ米政権が人工知能（AI）半導体の輸出規制案を見直す方針だと報じた。同案はバイデン前米政権が1月に公表し、米エヌビディアが規制を導入しないよう働きかけてきた。報道を受け、同日の米株式市場ではエヌビディアの株価が前日終値に比べ一時4%上昇した。バイデン前政権が1月に公表した規制案では、輸出先の国々を米国との関係に応じ3つのグループに ...

Key Points Nvidia's growth is expected to last for several years. Taiwan Semiconductor is moving more production to the U.S.

Wedbush Securities senior equity analyst Daniel Ives, known for his vocal and bullish stance on tech stocks, has referred to AI as "the biggest tech transformation in over 40 years." He estimates that ...

AI（人工知能）半導体メーカーとして確固たる地位を築いた米NVIDIA（エヌビディア）。米Gartner（ガートナー）によると、2024年の半導体売上高ランキングで世界1位になりました。勢いに乗るエヌビディアは次の一手として、人型ロボットや光電融合、 ...

Nvidia stock rose 3% to end the trading day Wednesday following a Bloomberg report that the Trump administration plans to ...

The Trump administration may soon abandon the tiered approach to accessing advanced AI chips and replace it with a global ...