Joseph Moore, senior semiconductor analyst at Morgan Stanley, joins CNBC’s 'The Exchange' to discuss what companies would ...

Nvidia stock retreated from highs on Friday after President Trump announced a steeper tariff on Canadian goods.

KeyBanc Capital Markets upgraded Microsoft (NASDAQ:MSFT) to Overweight on Thursday, reversing its April downgrade and citing ...

Alphabet’s Google, Microsoft, Amazon and Meta Platforms are set to spend nearly $400 billion this year on capital expenditures, largely to build their artificial-intelligence infrastructure. That is ...

Meta Platforms and Broadcom are at the center of the artificial intelligence revolution, and that could help both companies ...

Morgan Stanley calls Nvidia a top chip pick, betting on an earnings surge in the second half of 2025.Image source: ...

Nvidia (NVDA) is back in the spotlight, soaring 4.3% to $183.35 after Morgan Stanley amped up its price target to $200. The ...

Major stock indexes edged higher Monday to kick off what will be an extraordinarily busy week of news for financial markets.

The One Big Beautiful Bill Act, signed into law in early July, allows companies to deduct certain investments in the year ...

Nvidia stock gains after Morgan Stanley analyst raised its price target on the chipmaker. Here’s what could drive further ...

Uber is having a great year, with its share price up 44.4% so far in 2025, although it shaved 4.8% in the past month.

Samsung Electronics Co.’s surprise $16.5 billion chipmaking deal with Tesla Inc. has breathed new life into a foundry ...