Various high-profile chip and networking stocks can outperform again in 2026, bucking fears of an artificial-intelligence bubble, according to J.P. Morgan. Spending on data-center capital expenditures ...

Amazon.com Inc.’s cloud unit raced to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google.

Nvidia Corp. would be barred from shipping advanced artificial intelligence chips to China under bipartisan legislation unveiled Thursday in a bid to codify existing US restrictions on exports of ...

For a decade, one company has maintained a near-total stranglehold on the business of selling the advanced computer chips that power machine learning and artificial intelligence: Nvidia ...

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO) and Lam Research (NASDAQ:LRCX) are highlighted by Bank of America as top semiconductor stocks for 2026, amid ...

Investing.com -- In a note to clients on Tuesday, Bank of America analyst Vivek Arya named six large-cap stocks he believes are best positioned to outperform as spending on AI infrastructure ...

Nvidia (NVDA), Broadcom (AVGO) and Lam Research (LRCX) are among Bank of America's top semiconductor stocks to own for 2026, amid the belief that the artificial intelligence spending boom still has a ...

Broadcom's networking and virtualization businesses are growing nicely. However, the company has a huge opportunity with its ASICs business. The stock is attractively valued and looks well-positioned ...

Nvidia (NVDA), Broadcom (AVGO) and Astera Labs (ALAB) are among Morgan Stanley's top semiconductor stocks for 2026, the firm said in a research note. “For the third consecutive year, the biggest ...

Applied Materials should benefit from upcycles in both the DRAM and leading-edge foundry industries, TD Cowen says TD Cowen analysts named Applied Materials' stock as their "best idea" for 2026.

Current political and economic issues succinctly explained. On December 8, the Trump administration announced plans to loosen U.S. export controls on artificial intelligence (AI) chips to China by ...