Philippe Laffont's hedge fund trimmed its stake in Nvidia last quarter and swapped it for an under-the-radar AI chip opportunity.

A key discussion earlier this year at the Hot Chips conference was using AI for semiconductor chip development.

We recently published a list of 10 Stocks That Will Benefit From AI. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against other stocks that will benefit from AI.

Funds that have more than $100 million in assets must disclose their end-of-quarter holdings to the Securities and Exchange Commission (SEC) within 45 days after that quarter ends, and those disclosures are then made available to the public. This gives us an idea of what sorts of moves these Wall Street pros are making, albeit in a delayed manner.

Welcome to the new world of smart maintenance, where AI is transforming one of manufacturing's biggest headaches into a strategic advantage. With unplanned downtime costing U.S. manufacturers $50 billion annually, this revolution couldn't come at a better time.

We recently compiled a list of the 12 Best Small Cap AI Stocks To Buy According to Hedge Funds. In this article, we are going to take a look at where Ambarella Inc. (NASDAQ:AMBA) stands against the other small cap AI stocks.

The Biden administration announced a sweeping set of export controls on chip-manufacturing equipment, memory, and software that will make it more difficult for companies like Huawei and ByteDance to develop cutting-edge AI.

Amazon reveals Ultracluster, a vast AI compute cluster with Trainium chips, targeting Nvidia's market dominance by 2025.

U.S. policy and export controls have reshaped semiconductor manufacturing, fracturing the landscape of semiconductor production and distribution and opening the door for new manufacturing hubs to

CRN rounds up the 10 hottest semiconductor startups of 2024, which includes firms building AI chips such as Groq and Tenstorrent as well as those building complementary silicon like Celestial AI and Enfabrica.

Qualcomm is a solid investment with growth potential in wireless connectivity, AI, and more, despite some risks. See why we rate QCOM stock a buy,

Under the founder and CEO’s leadership, NVIDIA has become a powerhouse at the center of the AI revolution, reshaping tech as we know it and dominating the semiconductor industry. Huang will join WIRED’s Lauren Goode from Asia to discuss what’s next for a company with global significance.