Key Points: Etched, led by Gavin Alberti, claims its Soho chip could outperform NVIDIA's by 20 times.

Lukasz Tomicki returns to Market on Close to double down on his bearish case for A.I. stocks. He breaks down the levels of susceptibility, and explains why Apple's (AAPL) volumes could be hurt alon...

Unless you have been living under the rock, you'd have heard of Nvidia's (NASDAQ: NVDA) success story.

Tech stocks fell sharply after weak employment numbers. Nvidia stock has been sliding since last week's earnings report.

Applied Digital faces significant financial challenges, including negative gross margins, and substantial net losses, necessitating recent capital raises. Despite raising $210 million, including a ...

While everyone else was cheering Nvidia's (NVDA) stock back to new heights this week, I called the top for the stock first thing Monday (August 26th) morning on Chuck Jaffe's MoneyLife show.

One analyst sees “no reason to panic and dump semis,” but “no reason to rush to add on weakness either.”

Kim Forrest says the semiconductor trade shows "a great race" between leaders in the A.I. space. Andrew Graham has a similar view, but worries trading could slow, as shown in Friday's sell-off.

Nvidia Corporation's Q3 guidance disappointed due to a delay in the Blackwell AI chip, caused by a mask issue affecting chip yield, not design flaws. Despite the delay, Nvidia's revenue growth rema...

At first sight, Nvidia's earning call contained exceptionally good news, with revenues and earnings coming in at stratospheric levels and above expectations, but the stock fell in the aftermath, do...

Sen. Elizabeth Warren applauded reports that the DOJ opened an antitrust probe into Nvidia. The chipmaker's dominance starves startups and competitors, she wrote in a letter obtained by BI.

Is NVIDIA Corp. NASDAQ: NVDA a proxy for the broader market? It sure looks like it.

Nvidia's focus on becoming an end-to-end provider of AI products should allow it to tap more than just the multibillion-dollar AI chip market in the long run. The company has minted millionaires in...

Nvidia has soared thanks to its dominance in the artificial intelligence chip market and solid revenue growth. But in recent days, the stock has lost its momentum -- and a huge chunk of market value.

Nvidia has been the dominant player in the market for AI chips. A closer look at TSMC's business model suggests that it is also a key player in this market.