An Evercore analyst expects an upbeat earnings report later this month and runs down why DeepSeek fears seem overdone.

There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.

Kenneth Fisher's 13F portfolio grows to $251B in Q4 2024, with top holdings in Apple, Nvidia, Microsoft, Amazon, and Alphabet ...

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Both Microsoft (MSFT) and Nvidia (NVDA) are taking quieter approaches to working with President Trump, with both CEOs meeting with Trump within ...

Nvidia has gained after Amazon, Google, Microsoft and Meta Platforms guided for around $325 billion in capital expenditures in their recent earnings reports.

The Magnificent Seven stocks have been a huge source of gains for the S&P 500. Without the cohort of tech titans, I think ...

Nvidia stock is gaining attention as Bank of America (BofA) calls it a “compelling” buy ahead of its earnings report. With soaring demand for AI chips, Nvidia remains a leader in the tech space. With ...

As the first earnings season of 2025 unfolds, investors are likely analyzing financial reports to refine their portfolio strategies.

Did DeepSeek's artificial intelligence (AI) model really cost less than $6 million to make? If that's the case, it makes you ...

After the arrival of a less costly A.I. model from China, U.S. markets and academics are wrestling with the ultimate economic ...

A mid-January note from Mitra Azizirad, Microsoft's chief operating officer of strategic mission and technologies, also ...