Taiwan Semiconductor Manufacturing Company Ltd.

This is what could happen next to Nvidia shares.

These were the year's weakest links in the broad market index.

Broadcom shares have added around $250 billion in value this month.

In a holiday rite, Wall Street predicts how stocks will fare in 2025.

This company is able to essentially set its own price in the chip market.

The tech leader's new project could threaten Nvidia's market share.

The AI chip goliath is considering a big change to its approach.

Tech stocks are caught in the middle as the U.S. and China square off.

Stocks generally enjoyed one of the best months of the year. Here's what else you should know about the markets into year-end.

A Causeway Capital fund manager sees big opportunity in a particular region.

And how the rest of 2024 and 2025 are set up for Nvidia stock.

Elon Musk has said AI-powering graphics processors 'at this point are considerably harder to get than drugs.'

Key supply-chain players updated their AI-demand outlooks ahead of Nvidia's fiscal-third-quarter earnings next week.

This is what could happen next to Broadcom shares.

Nvidia hasn't reported yet, but it's the clear winner of the megacap third-quarter-earnings season.

Stocks extended their week-to-date slump following another leg higher in Treasury bond yields and big declines for Apple and Nvidia.

And there's a new member of the $1 trillion club.

Stocks close at record highs Friday marking six straight weeks of gains.

Here are the stocks making the biggest market moves midday.

Here's what these data points mean for seven of our positions — and the price we're watching on one to potentially buy more.

We're holding onto positions for two AI-focused names but after big gains, some prudent portfolio management is called for.

A big week for tech as well as Service PMI and jobs data.

Yes, we had a very strong showing from Japanese stocks, which continue to benefit from a weak currency, but the top spot came from an unlikely area of the market.

Let's see why the trend in the U.S. dollar might not be great for equities, check consumer confidence and look at who will have voting power on the Fed.

Gaining some exposure to the rapidly-growing market should be on every investor's radar for next year.

It sure sounds like Micron’s issues are company-specific rather than a rebuke on AI and data centers.

Other catalysts might include December revenue reports from TSM and Foxconn and reveals at 2025 CES.

While the market focuses on AI, we can’t ignore what was said about wireless.

Plus, what we expect from the big Apple Intelligence update coming today.

Let's take a deep dive into PLTR's outside day, digest TSM's numbers, look at Alphabet's 'Willow' chip and more.

Apple’s reported plans to bring its cellular modem business in-house could have major implications across the tech landscape.

We will remain owners of the shares to capture further AI adoption and the impact on its other businesses.

Chinese tech stocks dipped after the latest U.S. curbs on high-end chips, a move that should guide the stance of the Trump administration.

The action was shakier than it appeared on Monday's close and the surprise semiconductor action had its own logic. Also, let's check the macro action, Apple and ... will SpaceX launch insider shares?

Let's take a look at the numbers landing today on housing and the consumer, Trump's picks, the Nasdaq Composite's charts and how even defense could go on a diet soon.

The firm sees an improving outlook for one of our Big Tech holding's upgrade cycles and that could be good news for multiple names.

While other are adjusting their targets, we're fine with ours and reiterate our One-rating.

Even as we put some additional capital to work, we've got ample dry powder should more opportunities arise.

Stocks are riding a two-week losing streak as 10-year Treasury yields flirt with 5%.

Consumer-based inflation expectations are running at the highest levels since 2008.

Doug McMillon is putting himself in front of a potential issue in 2025.