Nvidia continues to prove the AI doubters wrong by delivering quarter after quarter of breakneck earnings growth, maintaining its high margins, and generating substantial excess cash flow despite increased spending.

The chipmaker's record growth will allay investor concerns about an artificial intelligence bubble, analysts say.

Nvidia CEO and co-founder Jensen Huang and AI researchers say AGI is here or close to arriving. Here's what that means for businesses.

AMD has outperformed both Nvidia and Broadcom on the stock market in 2025. There is a good chance of AMD stock turning out to be a multibagger in the next three to five years.

An early stock-market rally gave way to broad-based selling on Thursday, as doubts about the artificial-intelligence trade re-emerged following the latest batch of earnings from Nvidia.

The chipmaker at the center of the artificial intelligence boom reported blowout results. But that hasn’t resolved some key questions behind the tech rally.

Big tech is pouring billions into artificial intelligence (AI) infrastructure, but not all the funds are going to Nvidia.

The numbers couldn’t have come at a better time for Nvidia’s new infrastructure partners Brookfield and the Kuwait Investment Authority, which this week unveiled plans to amass a $100 billion portfolio of physical assets that underpin the delivery of AI, including AI factories, power stations and data centers.

Intel fell 0.9%. CEO Lip-Bu Tan downplayed rumors that a recent hire from Taiwan Semiconductor Manufacturing had taken company data from the Taiwanese chip manufacturer. Local media reported this week that Taiwanese officials were investigating Wei-Jen Lo, who joined Intel in October. U.S.-listed shares of TSMC were down 3.1%.

Chip designers such as Nvidia, Advanced Micro Devices, and Broadcom remain some of the most popular semiconductor stocks.