In Q1 alone, Nvidia CFO Colette Kress reported network sales up 64 percent quarter over quarter to roughly $5 billion. To be clear, not all of that is Ethernet switching. In addition to its Spectrum-X ...

Semiconductor maker Micron just raised its guidance thanks to the booming AI data center demand for its memory chips.

Amid a strong quarter of earnings results, Morningstar analysts have been bumping up their fair value estimates for a wide ...

Nvidia Corporation dominates AI infrastructure with 92% GPU share and 26.8% projected revenue growth. Click for why NVDA is a ...

Big tech stocks continue to fuel the artificial intelligence (AI) narrative, but I see one chip stock as largely ignored and ...