Ben Reitzes, Melius Research managing director, joins CNBC's 'Squawk on the Street' to discuss expectations for Nvidia ...

Evercore sees potential upside to 2025 estimates for AMD (AMD) after the company said it will resume shipments of its MI308X ...

Trump reverses AI chip restrictions on China, trading long-term tech leverage for short-term rare earth access. China regains key foothold in AI race.

ASML Holding shares are dropping in premarket trading Wednesday after the Dutch semiconductor-gear manufacturer said it couldn’t guarantee growth in the coming year.

Currently, Nvidia accounts for nearly 8 percent of the S&P 500. That’s the highest weighting for a single stock in 45 years, according to Todd Sohn, senior ETF strategist at Strategas Securities. For ...

China has leveraged its dominance over rare earths for Nvidia chips; however, this expert says world isn't decoupling, it is ...

Nvidia's CEO Jensen Huang says the technology giant has won approval from the Trump administration to sell its advanced H20 ...

The approvals mark a major reversal after April’s sweeping restrictions, imposed by the Trump administration, barred ...

Nvidia said late on Monday that it is filing applications with the US government to resume sales to China of its H20 graphics processing unit, and has been assured by the US it will get the licences s ...

Nvidia is seeking U.S. government approval to resume selling its H20 AI chips to China, following export restrictions due to ...

The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move ...

Waiting for license approval but plans to resume shipments of the MI308 accelerator soon-ish The US government has cleared ...