The Latest Breaking News from William Stein

Broadcom stock surged Thursday on news that the company had gained a new AI chip customer.

Artificial intelligence industry leader Nvidia on Monday previewed its next-generation AI computing platform, Blackwell.

Automotive and Industrial Growth Drive Strong Results, SiC Production Exceeds Expectations.

As shareholders pick up many more of Tesla’s shares, the company has more support from Wall Street analysts than ever, with a similar rise in “Buy” ratings.

Wall Street analysts are turning more positive on semiconductor stocks as some segments heat up, including graphics chips for AI.

Intel Corporation (NASDAQ: INTC) reported Thursday its third-quarter results, with revenue of

Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) hit new 52-week lows on Friday after the company came out with lower third-quarter guidance Thursday after the m

Nvidia stock and AMD stock fell on Thursday after the U.S. government imposed new export restrictions on chips to China and Russia.

Concerns about rising inventories in the semiconductor industry have led to worries about order cancellations.

Signs of a downturn ahead in the chip cycle are increasing, even though most chipmakers haven’t acknowledged it yet, a Wall Street analyst says.

Truist analyst William Stein warned against the sustained semiconductor rally due to a sudden negative shift in demand signals from a wide swath of computer, consumer, and communications OEMs to at least some of their semi-suppliers. The cuts mainly related to production in the second quarter, but demand throughout the…