SMHX targets fabless chipmakers like NVIDIA and Broadcom, offering high-growth exposure with sector resilience despite risks ...

In 2023 and 2024, more than 500 new data centre projects were announced across the country, in places such as Inner Mongolia ...

Citigroup analysts believe the S&P 500 is heading for a new all-time high. The financial giant's strategists are raising the ...

Selling China subpar chips will not make it dependent on the United States but instead spur it to produce more and better ...

Steve Booren is the founder of Prosperion Financial Advisors in Greenwood Village. He is the author of “Blind Spots: The ...

Trump’s side deal is best viewed as inappropriate state intervention in the U.S. economy. Word has gone out that CEOs can ...

Source: Nvidia. Note: Q1 2026 was released May 28, 2025; Q4 2025 was released Feb. 26, 2025; Q3 2025 was released Nov. 20, ...

Nvidia can sell its AI chips in China, and hyperscalers are spending more heavily on data center infrastructure than Wall ...

Michael Hiltzik One thing that can be said about Donald Trump’s transactional approach to policy-making is that, as destructive as it might be to our economic health, it gives business leaders clear ...

Nvidia has the lion's share of this business, with Jon Peddie Research estimating that it has roughly 92% of the market share. And as Nvidia is expecting spending on data centers to accelerate from ...

CoreWeave is uniquely positioned in the GPU cloud market, with strong revenue growth and Nvidia-endorsed infrastructure. Read ...

TSM data by YCharts. The "worst" performer of the remaining four has been Alphabet, with its stock rising nearly five times ...