Nvidia and TSMC are two leading AI infrastructure stocks still trading at cheap valuations. Alphabet and Alibaba are strong ...

We’re now entering a phase in which the giants win because they own, and continue to build out, the physical assets that make ...

The $16.5 billion deal inked last week for Samsung Electronics Co. Ltd.’s Taylor foundry to make the newest generation of ...

Tesla’s decision to shift some semiconductor orders to Samsung (KS:005930) starting in 2027 is unlikely to have a major ...

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