The hyperscalers may not be profiting yet from their massive infrastructure spending, but the hardware companies are.

Shares of Chinese AI chip maker Montage Technology soared in Shanghai and Hong Kong amid buoyant sentiment as the global AI infrastructure buildout gathers pace.

Chip maker Impinj is surging after beating earnings estimates and isuing better-than-expected second-quarter guidance.

Semiconductor stocks climbed Wednesday as Nvidia CEO Jensen Huang joined other tech CEOs attending a summit in China with ...

The recent rally has shown a broadening of the AI trade beyond chipmaking giant Nvidia.

Intel soared 13%, while oil slipped on hopes for easing Mideast tensions.

The aggressive spending on AI data center infrastructure will be a tailwind for Intel, Sandisk, and Micron Technology over ...

Soaring profits have investors pouring into shares of CPU, GPU and memory-chip companies.

April 24 (Reuters) - U.S. chip stocks soared to record highs on Friday, with Intel's unexpectedly strong revenue forecast fueling fresh optimism that the AI boom driving this year's rally in the ...

Suppliers are posting windfall gains, while device makers face higher costs and weaker margins. Read more at straitstimes.com ...

The stock market’s bet on AI is only going to get bigger if AI pioneers OpenAI and Anthropic follow through on their plans ...