Nvidia and Apple are among the mega tech companies walking a fine line between trying to make money on product sales to China ...

Seeking Alpha's daily roundup of statements, announcements and remarks that could impact the technology sector. Read more ...

We recently published Jim Cramer Analyzed These 9 Stocks As He Said Tariffs Are Better Than CIA Coups. Apple Inc.

Major U.S. equities indexes were mixed at midday Tuesday while China trade developments in the semiconductor sector boosted tech stocks.

However, it’s not just the government rushing to ensure rare earth supply. Apple (NASDAQ: AAPL) has one-upped the Pentagon by ...

We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

Tech led US stocks on Tuesday as a key consumer inflation print showed inflation accelerated in June, big banks kicked off ...

The U.S. Bureau of Labor Statistics announced Tuesday that consumer prices moved upwards in June, with the true impact of ...

Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s main producer of advanced artificial intelligence (AI) chips, is expected to post a 52-percent jump in second-quarter (Q2) profit to record ...

Apple is investing $500 million in a deal with US rare earths company MP Materials as the iPhone maker faces pressure from President Donald Trump to produce its ...

Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

It's a tale of two markets. The S&P 500--a benchmark for the stock market--is wavering between small gains and losses, while the tech-heavy Nasdaq, higher by 0.7%, has plans to etch a new all-time ...