Japan's chip-related stocks fall as DeepSeek gained momentum, raising concerns about a challenge to America's global ...
"That's where we believe the alpha generation will come this year," Morgan Stanley's Katy Huberty says.
In 2024, the company, also known as TSMC, gained 90% -- essentially doubling the company's market cap from roughly $500 ...
U.S. stock futures and Asian shares outside China slumped on Monday as investors weighed the implications of Chinese startup ...
Dan Ives is not alone in selecting Nvidia as a top stock pick for 2025. Harsh Kumar at Piper Sandler recently wrote, "We are ...
Barrett Woodside, co-founder of the San Francisco AI hardware company Positron, said he and his colleagues have been abuzz ...
AI stocks soared after OpenAI announced a partnership with Oracle and SoftBank that could result in up to half a trillion dollars of investment in AI infrastructure over the next four years.
During its 2024 third quarter, Palantir’s revenue jumped 30 percent to $725.5 million, with U.S. commercial revenue growing ...
Katy Huberty, the Global Head of Research at Morgan Stanley, has spotlighted 20 stocks from companies that are likely to see ...
Ostojic also talked about the Jensen Huang-led company and said its stock has been going “sideways” and the market is waiting ...
AI stocks have been on a tear in the past two years, and the recent Stargate announcement has caused some of these stocks to ...
US tech giants and Japan chipmaker stocks feel the heat as China's startup DeepSeek demonstrates that it doesn't need massive ...