The $500 billion Stargate venture, which President Donald Trump touted as “the largest AI infrastructure project in history,” ...

Despite Nvidia's stock largely treading water since its last earnings report, UBS believes the company is poised to "rise ...

Project Stargate, an AI infrastructure project announced Tuesday by the Trump administration that will invest $500B in U.S. infrastructure over ...

Nvidia (NVDA) has largely tread water since its last earnings report, partially due to supply chain noise and concerns around the ramp of ...

Nvidia has said Blackwell demand will likely drive revenues beyond the group's estimate of "several billion dollars" this ...

UBS set an $85 price target, noting the stock has surged nearly 300% over the past year. "Nvidia is pushing hard to scale AI networking, and Semtech's CopperEdge solution is at the center of that ...

We recently published a list of 10 AI News Making Waves on Wall Street. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other AI news making waves ...

Semtech (NASDAQ:SMTC) shares surged more than 8% on Friday after UBS initiated coverage on the semiconductor firm with a Buy rating due in part to a key product win in Nvidia's (NASDAQ:NVDA ...

Semtech's share surged 8% after UBS initiated coverage with a Buy rating, citing a key product win in Nvidia's Blackwell platform. Read more here.

Nvidia stock is higher Tuesday after President Trump revoked a 2023 executive order targeting AI developers. Here's what we ...

Swiss bank UBS began coverage of SMTC with an $85 price target, versus the stock’s current price of about $75, and a Buy ...

UBS has updated its Global Equity Focus List, reducing allocations in major Big Tech stocks like Apple, Alphabet, Amazon, ...