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

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

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

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

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 ...