"During the past 24 months or so, Apple has been the stock everyone has loved to hate, and that trend has continued into 2025," Rubin told clients in a new note. "Apple has been left behind in this ...

China's DeepSeek took the world by storm this week by introducing an AI model that runs efficiently on older NVIDIA GPUs, ...

Broadcom was gaining after Meta Platforms said it sees room for greater use of its custom artificial-intelligence chips.

Shares of Broadcom Inc. (AVGO) surged more than 4% in pre-market trade on Thursday after Meta Platforms Inc. (META) revealed ...

Broadcom shares were trading about 4% higher in premarket trade. Meta CFO Susan Li told investors on a conference call that the company will use more of the chips it's designed with Broadcom. The ...

Broadcom rose 5% on Thursday as Meta Platforms announced plans to increase use of chips designed with Broadcom.

Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company ...

Nvidia shares tumbled Wednesday, dashing hopes for a quick recovery from losses earlier in the week amid concerns about the competitiveness of American AI firms and their spending on the emerging ...

Meta is slated to report fourth-quarter earnings on Wednesday after the close of regular trading. Meta shares are up over 11% since Oct. 30, when it reported third-quarter earnings and said it would ...

AMD needs to deliver amid the uncertainties caused by DeepSeek on the need for more compute. Read why I will maintain my ...

U.S. chip stocks were a mixed bunch with several joining Nvidia in the red. Cirrus Logic was down 2.2% while ARM Holdings' ...

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...