The move comes after US President Donald Trump said on 12 December the US government would allow Nvidia to export H200 processors, its second-fastest AI chips, to China and collect a 25% fee on such s ...

Executive SummaryOn December 8, the Trump administration announced plans to loosen U.S. export controls on artificial intelligence (AI) chips to China by approving the sale of Nvidia H200 chips—the ...

Charlie Garcia responds to readers concerned about the scarcity of ultrapure water and the Japanese stocks that provide it . Editor's note: Columnist Charlie G ...

We keep seeing the same thing over and over again in the AI racket, and people keep reacting to it like it is a new or ...

Nvidia and Broadcom are two of the best-positioned chip stocks for the AI infrastructure boom. Alphabet has a cost advantage ...

AI chip demand is skyrocketing, and Wall Street is betting big on the companies powering the next wave of innovation. Nvidia ...

Nvidia stock (NASDAQ: NVDA) continues to trade in red for the fourth straight session as a wave of profit-taking swept across semiconductor stocks. The artificial intelligence stocks are witnessing a ...

The move comes after President Donald Trump said the U.S. government would allow Nvidia to export H200 processors.

Janus Henderson Investors, an investment management company, released its “Forty Fund” third-quarter 2025 investor letter. A ...

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third quarter 2025 ...

Christophe Fouquet, a French engineer who once took a demotion to learn chip-making technology, now runs ASML Holding NV, the ...

Broadcom has jumped into the AI chip business, which has investors nervous about the ‍profitability and costs of enormous investments. ​The company has a backlog of $73 billion that it anticipates ...