On July 30, 2025, Microsoft Corporation (MSFT) hosted its fiscal year 2025 fourth-quarter earnings conference call at 5:30 PM ...

The race between the United States and China to be No. 1 in AI has put China ahead of America with a Trump administration ...

Benguela Global Fund Managers senior portfolio manager Grant Nader says he has a trick for investing in the Chinese AI sector ...

Bryn Mawr Trust’s midyear outlook warns of inflation, tariffs, and volatility as China rises and U.S. policy pivots ...

Nvidia remains the dominant AI chipmaker in the market, but where is the stock headed for the rest of this year and into the next?

Mark Zuckerberg is under pressure to justify Meta's massive AI investments as the company's profit growth slows. Following ...

The AI industry in China is shifting its focus from cash-burning large language models to business applications.

Via a newsletter and podcast, as well as frequent social-media posts, Zitron has attempted to peel back the layers of hype that he says have been perpetuated by executives like OpenAI's Sam Altman. To ...

Shares of chip firms have surged as enthusiasm for AI continues. But some strategists think investors should take a step back.

The implications are far reaching. DeepSeek’s breakthrough prompts a complete rethinking of how AI infrastructure is ...

Southeast Asia should be an attractive home for tech startups. But investors in the region say the ecosystem is still coming ...

AI-driven capex growth is powering semiconductor stocks, with SMH ETF benefiting from strong sector tailwinds. Read why SMH ...