Navitas’ stock trades about 70% below its all-time high. It faces challenging macro headwinds. Its stock looks expensive relative to its growth potential.

Wall Street's position is clear. Nvidia stock is a buy. We'll know more after the company reports its Q2 results after the ...

This morning, we learned that the US government is planning to take a 15% cut on all the AI chips that these two companies ...

The Jericho4 chip utilizes deep buffering and intelligent congestion control to ensure lossless RoCE/Remote Direct Memory ...

Salesforce stock is a buy after a 30% drop. Strong Q1 2026 results, AI-driven growth, and a transformational acquisition ...

"The backlog surge to $30B+ suggests demand visibility well beyond 2025, but the concentration in mega-customers like OpenAI ...

Applied Materials' stock plunges on a downbeat forecast that signals more misery for chipmakers - SiliconANGLE ...

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world ...

Wall Street's largest hedge funds, Bridgewater Associates, Tiger Global Management and Discovery Capital, increased their ...

The Trump administration is in talks with Intel to have the US government potentially take a stake in the chipmaker, ...

For years, the US has restricted the sale of powerful AI chips to China. But Trump is letting sales of less-advanced chips ...