On Semiconductor's (NASDAQ ... They noted that the over-arching theme is that spending on AI infrastructure is strong, which benefits Nvidia (NVDA) most, just while Nvidia is making a clear ...

Suppose in January 2015 you had the foresight or luck to identify semiconductor stocks as the next "big play" of the decade. Perhaps you saw their potential in powering advanced graphics ...

Semiconductor companies in Europe pointed to growing appetite for artificial intelligence in recent months, a development that stands in stark contrast with sluggish demand for chips in electric ...

The iShares Semiconductor ETF SOXX finds itself at a ... That coincides with the US exceptionalism theme that seems priced across markets in other asset classes,” JPMorgan analysts said in ...