Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum are rising fast.

Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung can make a comeback with HBM3E in 2025.

The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains its stronghold as the premier AI GPU provider,

Broadcom, under CEO Hock Tan, now finds itself at the epicentre of one of the world’s fastest-growing markets — AI chips

Barclays analysts predict Marvell Technology and Nvidia to lead AI semiconductor firms in 2025, with high demand opening doors for other companies. Read more here.

Artificial intelligence (AI) stocks led the market higher last year as investors bet on the potential of this technology to revolutionize many industries -- and our daily lives. The S&P 500 index climbed 23% and the Nasdaq advanced 28%,

Broadcom's recent fiscal performance underscores its resilience, with AI-related revenue driving better-than-expected fourth-quarter results. The company anticipates $14.6 billion in revenue and an EBITDA margin of approximately 66% for the upcoming quarter, cementing its position alongside NVIDIA Corp NVDA in the AI infrastructure race.

Nvidia ( NVDA -3.00%) has been the poster child of the AI revolution so far, and rightfully so. Its processors are the heart of the vast majority of AI data centers. As time marches on, though, data center operators are looking for other ways of handling even more data, and handling it even faster.

Wall St rallies as Intel, Nvidia, and SLB lead gains. Banks surge 6%, while Truist climbs on strong profits. Investors eye Trump’s policy outlook.

Quantum computing stocks soared in the last month before a recent pullback. Some tech CEOs are skeptical that quantum computing will be impactful soon. AI stocks are also seeing strong growth. Investors should be aware that quantum computing is still an emerging technology.

All this supports the idea of announcing a stock split, and that's why I predict Meta will be the next AI player to make such a move. And the good news is, even if it doesn't, Meta still represents a solid long-term buy-and-hold candidate for growth investors.

It seems clear that 2024 was the year of artificial intelligence (AI) -- or was it? If you had invested in an AI-based exchange-traded fund (ETF) at the beginning of last year, the chance that you would have beaten the market wasn't great,