New partnerships stretch from robotics and banking to health care, cars and quantum computing.

Things are good at TSMC and will only get better.

You may not like the answer.

The stocks are at opposite ends of the valuation spectrum.

Rocket Lab and Planet Labs have potential, but there is too much speculation in space stocks right now.

This tech stock reported financial results yesterday, and investors didn't like what they heard.

AI infrastructure spending has turned three chip suppliers into the biggest beneficiaries of the largest buildout in human history, and the math behind where their stocks land by 2029 is more surprising than the headline numbers suggest.

Investors don't just have to look at up-and-coming fintech stocks to gain adequate exposure.

These two retail giants' stock returns haven't been all that different over the past three years, but one has more upside potential.

Marvell shed a third of its value in a single month while its AI data center business posted record revenue and management flagged an all-time high in design wins. One Wall Street analyst just set a target that would roughly double the stock, and the reasoning centers on a program most investors have not priced in.

Elon Musk's vision of AI data centers in space sounds futuristic, but should investors take it seriously?

Netflix stock has struggled this year.

One policy decision buried inside NVIDIA's capital return program has turned a speculative growth bet into something that quietly compounds in a retirement account, and the reason has nothing to do with AI hype.

Shares of Lucid (NASDAQ:LCID) are up 12% to $6.69 Thursday morning, extending a sharp rebound into a second straight up day. The rally follows a personal LinkedIn post from CEO Silvio Napoli that directly rebuts the take-private and bankruptcy reports that sent Lucid stock tumbling to $4.62 earlier this week. Lucid shares closed Wednesday at ... Lucid Climbs 12% for a Big Second-Day Recovery as CEO Directly Rebuts Bankruptcy and Take-Private Rumors

The artificial intelligence boom has created one of the largest semiconductor investment cycles in history. Nvidia (NASDAQ:NVDA) has become the face of the revolution, with its data center business generating $75.2 billion in revenue in fiscal 2027’s first quarter as companies race to build AI infrastructure. But the next phase of AI chip innovation may ... This Is the Next Stage of the AI Revolution — And Absolutely No One Is Talking About It

The $1 trillion memory maker's ADRs just recently IPO'd in the U.S.

The stock is still 25% off all-time highs.

Artificial intelligence remains the biggest force driving the stock market in 2026. The world’s largest technology companies are on pace to spend more than $700 billion this year building AI infrastructure, according to company guidance and earnings releases. New data centers continue breaking ground, Nvidia (NASDAQ:NVDA) can’t build enough cutting-edge GPUs to satisfy demand, and ... If the AI Boom Is So Strong, Why Are Memory Stocks Crashing?

Intel shed nearly 20% in a month while most of Wall Street shrugged and called the stock fairly valued. One HSBC analyst just broke from the crowd in a dramatic way, and his reasoning centers on a part of Intel's business the rest of the Street has largely ignored.

Greg Abel has made some major shakeups to Berkshire's portfolio since becoming CEO in January.

Tech stocks have been lucrative, but they're creating a rare risk for the market.

TSMC just posted its biggest profit surge in years while the stock quietly slipped from its highs, and that gap between operating momentum and share price tells a complicated story about what comes next.

Nvidia is primed to rise to end the year.

Hyperscalers continue to invest massive capital in data centers, and Vertiv has been a major beneficiary.

The chipmaker's stock has been on an absolute tear over the past year.

The memory boom is a multiyear trend that has made these three exchange-traded funds more attractive.

Every hyperscaler renting NVIDIA GPUs pays a steep margin toll on every token processed, but one company quietly built a way around it, and the financial filings are starting to show just how wide that gap is growing.

Investors tend to overlook the automotive industry when it comes to market-beating returns, but these three stocks flip that narrative on its head -- these are must-research stocks.

I keep buying NVIDIA. Every paycheck, every pullback, every time the headlines swing bearish on AI capex, I click buy again on NVIDIA (NASDAQ:NVDA). This is the single position I trust to compound retirement capital through the AI decade, and my conviction has almost nothing to do with the chips themselves. What pulls me back ... The Biggest Reason I’m Buying Nvidia Over and Over Right Now

The public spat may be petty, but that doesn't mean the points being made are wrong.

STORY: From SK Hynix shares yo-yoing to Apple suing OpenAI... This is AI Weekly. :: AI Weekly SK Hynix shares went on a wild ride after its U.S. listing last week. Shares plunged 15% in trading on Monday, marking the South Korean chip giant's biggest one-day fall on record. But the firm's stock bounced back almost 13% later in the week. It followed gains made in U.S. tech stocks after softer-than-expected U.S. inflation data and upbeat analyst forecasts for AI memory demand. Meta plans to produce AI chips this September. That's according to a memo seen by Reuters. The move would help Meta gain more independence from chip suppliers like Nvidia. Apple sued OpenAI and two former employees. The U.S. tech giant alleged misappropriation of its trade secrets to benefit the ChatGPT-maker's move into consumer hardware. It accused OpenAI of orchestrating an effort to acquire and exploit Apple's confidential information through former employees, recruiting practices and supplier relations. OpenAI said in a statement they "have no interest in other companies’ trade secrets." IBM shares plunged by a quarter in one day. Investors sold off after the U.S. tech company signaled the AI infrastructure boom has drawn spending away from the software sector. IBM said it expected revenue to rise just 1% in the second quarter, falling short of Wall Street hopes. The announcement added to worries over a software industry already rocked by the rise of AI tools. And TSMC raised it forecast for capital spending by up to 14% for this year. It comes after the chipmaker and major Nvidia supplier posted a 77% jump in second-quarter profit of $22 billion. That was well ahead of market forecasts and the firm's ninth straight quarter of double-digit percentage growth. Looking ahead, capital expenditure for this year is forecast to now be between $60 billion and $64 billion.

Micron Technology on Thursday signed long-term agreements with automotive suppliers, including chip designer ‌Qualcomm and audio products maker Harman, to secure ‌memory and storage components that powers AI-enabled vehicles. The agreements come as ​the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid adoption of AI tools. These chips are used in data ‌centers, consumer electronics ⁠and vehicles, where they support AI-enabled features such as ADAS and digital cockpits.

SpaceX is building data centers in orbit, and the partner positioned to profit most may surprise even the analysts watching Nvidia's every move.

Yep. And you should, if you can.

New facilities would produce advanced 2-nanometer processors

Stock Market Today: Tech futures tumbled Thursday as Sandisk and SK Hynix plunged. TSMC sold off on earnings.

Investor hope is building around Stellantis' global turnaround strategy. But don't lose sight of issues such as margin-eroding inventory gluts.

Nvidia Teams Up With Japan's Robotics Giants in New AI Push

One analyst thinks so.

Micron stock has the potential to double in price in the coming years.

TSMC, the world's largest made-to-order chip maker, reported second quarter results.

Nvidia chips are set to power Japan’s artificial-intelligence push, with the government planning to buy thousands of the company’s next-generation semiconductors to build an AI ecosystem on its own soil.

Dow Jones futures: Taiwan Semiconductor and GE Aero fell despite strong earnings as the AI stock sell-off continues.

The AI lab will support rapid prototyping, validation, and scaling of industrial automation for enterprises in mobility and manufacturing.

The First Trust Rising Dividend Achievers ETF has a performance history that rivals any dividend ETF available today.

U.S. trade regulators have launched ‌a probe into ‌Samsung Electronics' memory chips and ​products sold by Google, Nvidia, Broadcom and Super Micro Computer that use ‌them ⁠after a complaint by Netlist alleging infringement ⁠of its patents. California-based Netlist has accused Samsung ​and its ​U.S. ​units of ‌infringing its patents on dynamic random access memory, a type of chip that temporarily stores data ‌for processors ​and is a ​critical ​component in the ‌servers powering the ​AI ​boom, the U.S. International Trade Commission (USITC) said ​on ‌Wednesday.

Volatile oil prices could drive more consumers to ditch their gas-powered vehicles.

The AI build-out is pushing many tech stocks to hypergrowth status.

When it comes to long-term investing, people are often their own worst enemies.

By Wen-Yee Lee, Ben Blanchard and Faith Hung TAIPEI, July 16 (Reuters) - TSMC, the world's main producer of advanced AI chips and a major Nvidia supplier, pledged on Thursday to invest a further $100