Stephen Roach thinks the outcome of the AI race between China and the US will likely come down to which government invests ...

The buzz surrounds Microsoft's cloud momentum and aggressive AI strategy. Over the past year, Microsoft has invested heavily ...

Mad Money host Jim Cramer defended Big Tech’s massive AI spend, as Meta, Amazon, Alphabet and Microsoft invest $320 billion ...

Intel said Thursday it has mostly completed plans it announced last quarter to cut 15% of its workforce, as the struggling chipmaker attempts a turnaround.

While markets clearly reflect the belief that the United States is ahead in the AI arms race, early leadership does not mean victory – especially when it comes to innovation. The winner will most ...

Following an unprecedented AI chip demand, NVIDIA recently became the first company to reach a market capitalization of $4 ...

Key Points Eleven sectors are represented in the S&P 500, but information technology is the largest by a country mile.Investors who haven't owned tech stocks like Nvidia, Microsoft, and Apple over the ...

Key Points Nvidia's GPUs are powering the AI arms race.Third-party projections estimate monster growth through 2028.Nvidia is poised for massive upside if the projection proves to be true. 10 stocks ...

TheStreet. The AI race isn’t just a sprint anymore, as it has turned into a full-blown geopolitical-scale arms race. With tech giants putting billions into chips, models, and talent, the pressure is ...

As investors applaud Nvidia (NASDAQ:NVDA) and its top boss Jensen Huang on becoming the first company to surpass a $4 ...

With a $4 trillion valuation and global expansion plans, Nvidia cements its dominance in AI, reshaping geopolitics, ...

The AI race is splintering big tech names, with investors pointing to a divergence in business approach and stock performance ...