But they were not the only fabless AI semiconductor stocks to do so. RambusRMBS also etched its name on the list.Alongside ...

Nvidia ( NVDA 1.06%) has proven itself to be the bellwether of the artificial intelligence (AI) industry. The company is the ...

Nvidia’s Omniverse, Blackwell chips, and AI factories fuel massive growth, with strong margins and an unmatched ecosystem ...

Data center growth will continue to drive Nvidia's GPU sales. Taiwan Semiconductor Manufacturing is predicting monster sales ...

Nvidia's recent jump isn't surprising, as the stock's dip earlier in the year didn't seem justified considering the ...

Wedbush analyst Matt Bryson says Taiwan Semiconductor's strong Q2 earnings confirm red-hot demand for AI chips, signaling ...

Nvidia's AI chip demand still booming but slowing sales growth worries investors. Nvidia NVDA.O forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence ...

Nvidia's AI Business Sees Continued "Amazing" Demand. Nvidia's results for the fourth quarter of fiscal 2025 provided a dose of optimism during what has been a volatile few weeks for AI bulls ...

Taiwan Semiconductor Manufacturing Co. on Thursday boosted its full-year revenue growth projections, as strong AI demand ...

This AI-related demand is not only a source of growth for Nvidia, but it should also help the company sustain its bargaining power over customers and suppliers for longer than we previously estimated.

Shortages of AI chips: In third-quarter earnings calls, both Microsoft and Meta lamented the shortage of Nvidia GPUs. “They are supply constrained, not demand constrained,” says Thornburg’s Sun.

AI is driving revenue growth. Traditional AI techniques, such as machine learning, deep learning, natural language processing, and computer vision, were in high demand even before OpenAI released ...