Marvell stock, On Semi, and Semtech are among the companies that can benefit from the AI data center buildout, Seaport analysts said.
AMD, Broadcom, and Sandisk stocks slip as investors lock in some profit, but AI server makers Dell and Super Micro rise.
President Donald Trump and China’s Xi Jinping are seeking stability as investors watch for progress on tariffs, trade deals, ...
OpenAI and Anthropic released new AI models on Tuesday. But the release of Meta Platforms’ Muse looks to have caught them flat-footed.
The Thornburg Investment Income Builder fund’s “nerdy” investment strategy has delivered a one-year return of 29%.
Talks between President Trump and China's leader Xi Jinping Thursday won't deliver breakthrough on AI chips and rare earths, Jefferies analysts said. The Trump administration's plans for a Board of Tr ...
The AI trade has stalled as spending on tokens and chips falters, Fidelity's head of macro, Jurrien Timmer, wrote on X. Investing in AI companies "has been dead money for more than three months," ...
The mood on Wall Street remained calm on Tuesday, even after President Donald Trump threatened to "annihilate" Iran at a United Nations meeting. The Cboe Volatility Index, or VIX, held steady at just ...
U.S. Treasury bond yields edged higher on Wednesday, with 2-year notes testing a new cycle high, as traders extended bets on Federal Reserve rate hikes tied to mounting inflation pressures in the ...
Defence Secretary Wes Streeting said Wednesday Britain will rework its deal with Mauritius to return the remote Chagos Islands, home to a strategic US-UK military base, amid vocal opposition from ...
China's leader Xi Jinping departed Beijing on Wednesday, bound for Washington where he will meet with US President Donald Trump, state media said.
France, Germany and Britain will not support a US demand to the United Nations to reimpose sanctions on Iran over accusations it violated its 2015 nuclear deal, they said in a joint statement on ...