Demand for the memory maker's products is likely to remain strong for the foreseeable future.
Melius Research's Ben Reitzes sees upside ahead for Nvidia, Broadcom and Microsoft as enthusiasm for makers of components ...
Data centers need power, and this industrial giant aims to help customers manage it.
According to Bloomberg Intelligence, Big Tech companies are expected to post a 20% earnings growth rate in Q4. This is the ...
"Existential concerns and momentum in other parts of the [tech] sector with a more visible path to monetizing AI — spilling into AI/Hyperscalers. Price action sets the (now cautious) narrative. AI ...
Beyond the “Magnificent Seven” names, Wall Street analysts see opportunities in software and specialized semiconductor plays.
The sell-off in software stocks could be an incredible buying opportunity for long-term investors.
ASML is the world's sole provider of EUV lithography machines, which are vital to advanced semiconductor production. The ...
Chip stocks popped as investors took in earnings and news that China will allow firms to purchase Nvidia chips. The S&P 500 ...
According to Vembu, the pain in software stocks is overdue. “I don’t see why any mature software company should trade at 30-40 price-to-earnings multiples,” he wrote, adding that valuations of 10 to ...
By Avinash P, Niket Nishant and Johann M Cherian Jan 29 (Reuters) - Europe's benchmark share index gave up early gains to ...
US stock futures lower despite Apple earnings beat. AI investment return concerns push Tech-Software ETF into bear market ...