Morgan Stanley forecasts that the rise of agentic AI will lead to increased spending on central processing units (CPUs) and ...

April 20 () - Morgan Stanley said increasingly autonomous artificial intelligence could boost demand for central processing ...

German industrial giant Siemens plans to sell off most of the 53-acre Wilsonville campus that came with its 2017 purchase of ...

Semiconductor stocks steal the spotlight with data center investments -- but that doesn't mean they should upstage this ...

A shift in the AI market helps the chip maker, but the stock has already tripled while Intel’s turnaround is far from done.

AI data centers are fueling demand for central processing units, boosting prospects for CPU stocks like AMD, Arm and Intel.

NVDA's AI factory push aims to deepen data center dominance, boosting revenue potential as demand for full-stack AI ...

Investors would be forgiven if they've never heard of Cerebras Systems. The start-up believes that artificial intelligence ...

AMD has staged a remarkable recovery and sits at a price where the AI growth story is real, the earnings momentum is verifiable, and the setup justifies the multiple.

Agentic AI shifts workloads toward persistent inference/orchestration, raising CPU throughput and memory bandwidth needs; ...

We're initiating a position in Arm Holdings , buying 225 shares at roughly $169. Following Monday's trade, Jim Cramer's ...

Combining GaN transistors with silicon-based digital circuits enables complex computing functions built directly into power ...