The Latest Breaking News from Stacy Rasgon

Analysts expect Qualcomm Inc. (NASDAQ:QCOM) to report a fourth-quarter earnings beat, driven by sustained strength in its core 5G handset business. However, this expected solid performance is set against a backdrop of increasing questions from analysts and investors about the tangible timeline for monetizing the company’s significant investments in artificial…

Nvidia Corporation‘s (NASDAQ: NVDA) recent investment in OpenAI has sparked investor concerns that the startup might buy Nvidia chips, creating a “circular” investment loop and raising questions about the move's rationale and potential impact on Nvidia's stock.

Tick, tock, the clock's a tickin'.

Intel stock tanks after recording disappointing profit for its Q2. Here’s why INTC shares may still be worth owning at current levels.

Nvidia stock closed Wednesday in the green following reports the AI firm is considering expanding in Israel. Bernstein says NVDA shares hitting $4 trillion is not the end of the company’s growth story.

While NVIDIA and AMD are striking first with new deals after the end of AI Diffusion, Broadcom is waiting in the wings to receive a potentially huge payoff.

Analysts have identified an opportunity in NVDA shares here.

High-profile asset management firm Bernstein has published findings showing that around 60% of Nvidia's AI datacenters will completely avoid the recent wave of tariffs levelled by the U.S.

NVDA stock is nearly 40% off its all-time high, and Wall Street analysts are divided on what comes next.