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.

Marvell Technology Inc.’s stock is enjoying an explosive rally on Wednesday after captivating Wall Street with its recent artificial-intelligence momentum.

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

Financial writer bullish on Navitas despite weak earnings, citing design wins and potential for growth in GaN market.

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.