VRT, ANET and ALAB are positioned to benefit from surging AI-driven data center demand with strong portfolios and rising earnings estimates.

China is pressuring tech giants like Alibaba, ByteDance to curb Nvidia chip orders after Howard Lutnick's "insulting" remarks on exports.

Asian shares were mostly higher on Thursday after a mixed finish on Wall Street, where shares in Nvidia, Palantir and other ...

U.S. technology shares are showing signs of vulnerability after a massive run, which has some investors pointing to overdone ...

Foxconn, Pegatron, and Quanta are moving AI-focused production to Mexico, even as Trump’s tariff threats and Mexico’s quiet diplomacy shape the runway.

Nvidia stock has fallen for two sessions now amid AI skepticism and as the company works on ways to sidestep the U.S.’ China ...