Despite its 171% gain last year, investors can still get their hands on Nvidia stock at a reasonable valuation -- about 30 times fiscal 2026 earnings estimates. Analysts are projecting a 51% increase in Nvidia's earnings next year to $4.45 per share, but the company may be able to beat that number based on TSMC's sunny outlook and capex spending.

In 2025, the global semiconductor market is positioned to expand, igniting enthusiasm among market participants. Notably, a couple of semiconductor stocks — NVIDIA Corporation NVDA and Taiwan Semiconductor Manufacturing Company Limited TSM,

It has been 26 years since Nvidia has gone public. The stock has crashed in four of these years. So it's certainly possible that Nvidia's stock price will reverse and turn south in 2025. In fact, I think 2025 is a year that is more likely than most of a drop in stock price. Here's why.

Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.

We recently published a list of Top 10 AI News You Shouldn’t Miss. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against other top AI news you shouldn’t miss.

Nvidia Corporation's leadership in AI, strong financial performance, and compelling valuation make it a buy. Click for my NVDA stock update.

What To Know: Texas Instruments expects 2025 fiscal-year first-quarter revenue between $3.74 billion and $4.06 billion, versus analysts estimate of $4.15 billion. The company also anticipates earnings per share in the range of $0.94 to $1.16, below the $1.37 consensus estimate.

SK hynix Inc. reported financial results for 2024, with revenues surging 102% to 66.19 trillion won ($46.34 billion), driven by explosive demand for artificial intelligence memory products.

President Trump's support for AI boosts Nvidia's position, with Project Stargate driving growth in data centers and the Blackwell chip powering next-gen AI. Read more here.

Chip stocks including Nvidia and Arm fell Thursday after an Nvidia supplier, SK Hynix, spoke about uncertainty in semiconductor demand in 2025 on its earnings call.

Jensen Huang invited around 35 chief executives from various Nvidia partners to lunch, which led to the media calling it the 'trillion dollar' banquet.

With enhanced investment and Government’s support, the semiconductor industry has a pivotal role to play in the growth of Vietnam’s industrial real estate, according to a Savills Vietnam expert.