ASML Q4 2025 earnings report
onathan Raa | Nurphoto | Getty Images ASML reported orders that smashed past expectations while 2026 sales guidance…
AI trade reignited by TSMC earnings blowout
A view of the TSMC Global R&D center in Hsinchu, Taiwan April 15, 2025. Ann Wang | Reuters…
Intel and AMD get upgrades at KeyBanc thanks to strong server demand for AI
KeyBanc upgraded Intel and Advanced Micro Devices to overweight, saying both chipmakers are benefiting from robust hyperscaler demand.…
Stock market news for Dec. 19, 2025
Traders work on the floor of the New York Stock Exchange. NYSE U.S. stocks rose on Friday, lifted…
Data center deals hit record amid AI funding concerns grip investors
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build…
U.S. launches review of advanced Nvidia AI chip sales to China: Reuters
Nvidia’s H20 chip. Vcg | Visual China Group | Getty Images U.S. President Donald Trump’s administration has launched a review…
Stock market news for Dec. 18, 2025
Traders work on the floor at the New York Stock Exchange in New York City, U.S., Dec. 17,…
Micron forecasts surging revenue as memory demand for AI stays strong
The Micron Technology offices in San Jose, California, US, on Tuesday, Dec. 16, 2025. David Paul Morris |…
Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble
Jim Cramer implores Amazon not to engage in “sham-like” circular AI deals that remind him of the kind…
Buy this chipmaker over Nvidia as AI competition ramps up, strategist says
Investors can look to Taiwan Semiconductor Manufacturing for a steady way to play the artificial intelligence rally, according…
Chinese internet tech ramp up AI spend. Who could benefit
Chinese internet companies don’t have enough compute to power their artificial intelligence ambitions — and they aren’t about…
Alphabet to omega in AI?
A Google logo is at the announcement of Google’s biggest-ever investment in Germany on November 11, 2025 in…