Semiconductor News & Analysis Feed

__fail__

__fail__

Nvidia(NVDA1.38%)remains the center of the artificial intelligence boom, but the stock is up just 15% in 2026, both because investors worry the current pace of AI spending is unsustainable and because they question the durability of Nvidia's dominance in the AI infrastructure market.Meanwhile,DigitalOcean(DOCN4.80%)is a little-known cloud computing company whose aggressive expansion into AI servic

__fail__

Nvidia(NVDA1.38%)has long been considered the ultimate artificial intelligence (AI) stock to buy. Why? Because the company is the maker of the key element needed for the most crucial AI tasks: the chip for the training and inference of large language models. Others also make AI chips, but Nvidia's graphics processing units (GPUs) offer the highest performance, making them the most sought-after on

__fail__

__fail__

__fail__

Nvidia(NVDA1.38%)andPalantir Technologies(PLTR+0.92%)both were superstars in the early days of the artificial intelligence (AI) boom. This is because they were among the first to benefit from the revenue opportunity -- and as a result, investors rushed to get in on their shares. Nvidia stock has soared more than 500% over the past three years, while Palantir has surged 1,700%.But in recent times,

__fail__