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Both companies are winning in AI chips, but one of them is winning by a margin that is getting harder to close.

The proposed buildout exceeds Australia's existing data-center base, but Nvidia disclosed no revenue or ownership economics.

Jensen Huang saw opportunities in June's tech sector sell-off, but the next few months told a more complicated story for Nvidia.

Contractually enforceable restrictions may become a template for selling AI into politically sensitive institutions.

The opportunity dwarfs AMD's current business, making market-share conversion--not market size--the decisive investor question.

A dominant AI winner earns Wall Street's boldest valuation label

Cathie Wood is trimming AMD just as its biggest product cycle in years prepares to land, and the last time ARK sold an AI chipmaker too early, the sto...

Apple Inc (NASDAQ:AAPL, XETRA:APC) had a good Thursday, with shares up 3.1% after unveiling its first foldable iPhone, the $1,999-and-up iPhone Duo. T...

Can an extra $100 on the starting price outrun memory costs management itself expects to keep climbing?

Corning and Verizon signed a multi-year deal for over 80 million miles of optical fiber from 2027-2032, boosting broadband expansion and AI data cente...

The  'Fast Money' traders react to Apple's bounce.

Analysts are divided over whether Apple’s $1,999 Duo can drive iPhone adoption without squeezing margins, while retail investors see the foldable as a...

Apple (AAPL) new foldable iPhone represents a "notable form-factor change" for the iPhone lineup, wh

Eli Lilly and Nvidia both just posted stunning quarters riding two of the biggest secular waves in markets today, but a $10,000 bet can only tilt one ...

UBS Holds Neutral on Apple as $1,999 Foldable iPhone Raises Pricing Concerns

Nvidia is looking to extend its dominance in AI chips at the expense of Intel and AMD.

Apple is the IBD Stock Of The Day after the consumer electronics giant earned high marks for its new product launch event.

SAN FRANCISCO, September 10, 2026--TrueFoundry, an enterprise AI infrastructure platform, today announced the availability of TrueFoundry AI Gateway i...

Adobe is turning Acrobat into an AI-powered productivity platform as adoption rises and competition intensifies with Microsoft and Alphabet.

Nvidia just handed shareholders a massive dividend raise, but the real story is buried inside a capital return structure that makes the payout look al...