Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks
Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...
The Motley Fool28d
If I Could Buy Only 1 Semiconductor Stock Over the Next 10 Years, This Would Be It
The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, Oracle, Qualcomm, and Taiwan Semiconductor Manufacturing. The Motley ...
DeepSeek Panic Live Updates: Nvidia Stock Drops 4%—As Trump Reportedly Mulls China Chip Sale Restrictions
Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever, trailing only a ...
Nasdaq29d
2 AI Semiconductor Stocks to Consider Buying in 2025
With Microsoft recently announcing its intentions ... from what recent AI models have been trained on. Let's look at two semiconductor stocks that should nicely benefit from the continued ...
Digi Times1d
Decoding Taiwan-US semiconductor trade ties (Part 2): TSMC's fast track to US 2nm production
In 2025, Taiwan's total export value reached US$475.07 billion—its second-best performance since 2022. Over the past two ...
OpenAI Looks to Reduce Reliance on Nvidia (NVDA) by Making Its Own AI Chips
Microsoft-backed OpenAI (MSFT), the maker of ChatGPT, is looking to reduce its reliance on chipmaker Nvidia (NVDA) by ...
Nextgov4d
DARPA taps Microsoft, PsiQuantum for scalable quantum computer research
As part of DARPA’s Quantum Benchmarking Initiative, the two companies are now in negotiations under the validation and ...
Nasdaq 100: ASML’s 9% Surge Lifts Nvidia, AMAT, and Semiconductor Stocks
ASML shares jump 9% as strong chip orders ease AI spending fears. Traders eye semiconductor stocks as demand for high-end ...