We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where ...

Despite risks like geopolitical tensions and high capital expenses, TSMC's long-term vision and market leadership make it a ...

Chinese research lab DeepSeek just upended the artificial intelligence (AI) industry with its new, hyper-efficient models.

Currently only two in five semiconductor firms are confident in their supply chain's robustness. To mitigate risks, companies ...

Despite DeepSeek and Qwen 2.5 disrupting the global tech sector, investors welcomed the impressive Q4 AI revenues from ...

Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing ( TSM -14.11%), ...

DeepSeek’s success is not based on outperforming its U.S. counterparts, but on delivering similar results at significantly ...

The United States Commerce Department is investigating whether DeepSeek has been using restricted US semiconductor technology, according to a report by ...

As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal ...

The artificial intelligence boom is a two-edged sword for $290 billion ASML . Shares in the Dutch maker of lithograph ...

The S&P 500 and Nasdaq fell sharply, mainly due to a sell-off in Nvidia and other chipmakers. This comes amid the rise of a ...