An upbeat tone is seeping into markets as investors dig into Nvidia's quarterly earnings beat, which signaled plenty of scope for growth.

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Huawei has boosted yield of AI chips to 40%, becoming profitable for the first time. It aims to reach 60% yield, while facing competition from Nvidia.

Behind OpenAI’s plan to fabricate their own chips, lies a deeper story rife with ambitions and coups, says Satyen K. Reuters dropped a bombshell in February: OpenAI is diving into chip development. At first glance,

As Nvidia (NVDA) makes headlines, Clockwise Capital chief investment officer James Cakmak joins Seana Smith and Brad Smith on Morning Brief to discuss his concerns with the artificial intelligence (AI) chipmaker's stock and other options for the AI trade.

ASML (ASML) shares fell early Tuesday as the Dutch chipmaker was reportedly being lined up by the White House for tougher restrictions on its

The Trump administration is looking to further crack down on chip exports to China as the artificial intelligence race heats up.

Microsoft Corporation, Alphabet Inc Class A, Amazon.com Inc, NVIDIA Corporation. Read The Tokenist (Timothy Fries)'s latest article on Investing.com

Intel (INTC) and a host of other semiconductor stocks trended down on Tuesday following a report by Bloomberg that the U.S. Department of Commerce is pursuing tighter sanctions to curb China's ability to produce more powerful chips.

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Trump's administration believes restrictions on AI processors exports are not strict enough for close allies, also plans to persuade Japan and the Netherlands to curb services of ASML and TEL machines in China.