Cerebras has seen tremendous demand for its IPO, leading it to raise its target price. The company's backlog indicates a ton of growth is on the horizon. The business faces significantly more risks ...

Broadcom is set to see explosive growth with its custom AI chip solutions. Micron is set to continue to ride the memory wave for a long time. The first wave of artificial intelligence (AI) undoubtedly ...

In the logic chip world, there is no bigger manufacturer than Taiwan Semiconductor ( TSM +0.65%). In the memory world, it's a ...

Sandisk is a pure-play NAND stock, and NAND has historically been more cyclical than DRAM, the other major memory category.

Despite progress in its turnaround, artificial intelligence (AI) stock Upstart ( UPST 2.94%) disappointed the market with its ...

The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in ...

One billionaire fund manager is sounding the alarm on a potential market correction -- and history points to one stock that ...

Alphabet is also benefiting from the SpaceX IPO thanks to the increased hype around aerospace stocks. It holds substantial ...

Leadership statement -- CEO Scot Jason Cohen said, "we continue to target 100% growth for this year," emphasizing ...

Better still, Nebius Group's profitability is rapidly improving as it scales its computing network. The company's earnings ...

Two chip designers are pulling hard on the AI build-out, but one looks like a far more dependable long-term bet.

Velo3D continues to expect full-year revenue of $60 million to $70 million, with its gross margin rising to over 30% in the ...