Asia's AI Trade Is Expanding Beyond Taiwan Semiconductor: Analyst

As the AI trade broadens, investors rotate from Taiwan Semiconductor to emerging winners like MediaTek and Samsung.

WhiteFiber Locks In $160 Million AI Deal, Stock Soars

WhiteFiber (WYFI) stock jumps on a $160M+ AI infrastructure deal in Paris using NVIDIA GPUs. Get the full details and outlook.

China's Chip Exports Double To $31 Billion As US Restrictions Fuel AI Demand

China's semiconductor exports doubled in April as AI demand and U.S. restrictions accelerated Beijing's push toward domestic chip production.

Nvidia Is Going To Have To Do An Apple On Dividends, Says Jim Cramer: Sounds 'Boring' But It Works

Nvidia's dividend hike still offers a modest yield, reinforcing that mega-cap AI stocks are built for growth rather than income.

Jim Cramer Says 'No Breaking' Nvidia Stock's Pattern, Gene Munster Says Post-Earnings Trading Is 'Noise' And Not Connected To Fundamentals

Jim Cramer and Gene Munster said Nvidia Corporation's post-earnings stock dip does not weaken its long-term AI growth story.

Trump Administration Is Pausing $14 Billion Taiwan Arms Sale To 'Make Sure' US Has Enough Munitions For Iran War, Says Acting Navy Secretary

The Trump administration paused a $14 billion Taiwan arms sale over U.S. munitions concerns tied to the Iran conflict.

A New Chipmaker Just Topped Micron's 2026 Return, Thanks To Nvidia

Arm Holdings surged 38% in three sessions to leapfrog Micron in SOXX's 2026 return ranking, fueled by Nvidia earnings.

Nvidia's Outlook Following Strong Q1 Earnings

Nvidia Says 'Demand Has Gone Parabolic' — Here's Why, Plus 5 AI Stocks To Watch

Nvidia CEO Jensen Huang declares AI boom has 'gone parabolic' with demand for compute as a direct driver of revenue.

A Manufacturing Boom Is Here: Is The Driver Trump's Tariffs Or AI?

US manufacturing PMI hit a 48-month high in May. But it's AI infrastructure capex, not Trump's tariffs, driving the reshoring boom.