Nvidia faces headwinds from China export restrictions and global tariffs, but is actively adapting with modified H20 chips to ...

I rated shares of ASML a strong buy in my last article on the semiconductor equipment firm -- DeepSeek Impact Exaggerated, Strong Buy -- because of resurgent demand for lithography systems as well ...

China appears to be catching, matching or swerving around the US and European technology that it’s been forbidden to import ...

The US misapprehends and grossly underestimates China's adaptive capacity. The CHIPS and Science Act's $52 billion subsidy ...

Despite easing tensions over tariffs, Washington has tightened regulations on the use of Chinese semiconductors, prompting ...

The U.S. is seemingly hell-bent on war with China. It is, however, increasingly likely the U.S. will lose such a war for two reasons: advanced computer chips and total production capacity. For reasons ...

A risk-averse business culture and complex regulations have stifled innovation on the continent, weighing on its future.

S&P 500, Dell Technologies Inc, Oracle Corporation, NVIDIA Corporation. Read 's Market Analysis on Investing.com ...

Excitement over the prospects of US tech giants has driven investors around the world to buy shares in the ‘Magnificent Seven’ but Trump’s policies are making it a bumpy ride.

Wall Street legends like Warren Buffett, Dan Loeb, Bill Ackman & Co. have disclosed their holdings for the first quarter.