Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.

How Does NVIDIA P/E Compare to ... it could mean that the company is undervalued. NVIDIA has a lower P/E than the aggregate P/E of 61.84 of the Semiconductors & Semiconductor Equipment industry.

The rise in popularity of a high-performing and cheaply built Chinese artificial intelligence (AI) model has shaken the ...

Will Trump scrap the incentives offered to foreign firms like TSMC under the CHIPS Act – while upping the pressure for Taiwan ...

The dependency dance between AI pioneer OpenAI and the Microsoft Azure cloud and the application software divisions of its ...

In July 2024, Fractile emerged from stealth, having raised $15 million in seed funding from a round co-led by Kindred Capital ...

The success of DeepSeek’s new AI model points to how China might eventually achieve an even bigger technological breakthrough ...

He noted that this project, which will involve new data centers likely outfitted with Nvidia technology ... “Couple of semiconductor names like Applied Materials, which make semiconductor ...

Tech stocks make up a large portion of the ... Microsoft, and Nvidia. Some tech stocks cater to consumers, while others do business with corporations. Nvidia generates most of its revenue from ...

Multiple analysts saw Monday’s sharp semiconductor pullbacks as overdone. One said they could prove “a buying opportunity in ...

SOXX’s top holdings, NVIDIA and TSMC, have been performing well and are poised for further growth in the semiconductor market. Strong demand for NVIDIA’s newer and older chips is expected to ...