NVIDIA continues to fuel the AI stock rally in 2024. Our analysis shows that may be the case for the foreseeable future.

Live Updates Live Coverage Updates appear automatically as they are published. President Trump to Announce New Semiconductor ...

Morgan Stanley downgraded Block to Equal-weight from Overweight ahead of its second-quarter results, citing valuation concerns and elevated investor expectations.

Tech megacaps led gains Monday, rebounding from recent selling pressure, with Nvidia Corp. and Meta Platforms Inc. each ...

Oil steadied after a three-day drop as investors weighed risks to Russian supplies, with US President Donald Trump stepping ...

The Nasdaq Composite advanced 1.09% to 20,875.06, whereas the Dow Jones Industrial Average rose 0.66% to 43,877.65.

There are lessons galore. First, a new computing era was born. Netscape founder Marc Andreessen’s browser broke the 80-20 data rule—computer users went from manipulating 80% of data on their local ...

In detailed case studies, Amazon was found to have over 1,000 AI applications in use or development and one million robots deployed. AI use spans retail personalization, logistics (via DeepFleet and ...

KeyBanc Capital Markets upgraded Microsoft (NASDAQ:MSFT) to Overweight on Thursday, reversing its April downgrade and citing stronger-than-expected Azure growth as the key driver that "solves all ...

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While no one has waved an official chequered flag in the Sino-American race for AI supremacy, the markets are betting that ...

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