Semiconductor News & Analysis Feed

Zacks Investment Research recently highlighted several AI-related stocks, including NVIDIA, Taiwan Semiconductor Manufacturing (TSMC), Arista Networks, Dell Technologies, Hewlett Packard Enterprise (HPE), and Super Micro Computer, all receiving a 'Strong Buy' Zacks Rank. While AI stocks are under pr

Iren has secured a $1.6 billion contract with Dell Technologies to acquire air-cooled Blackwell systems, aimed at fulfilling a five-year, $3.4 billion AI cloud agreement with Nvidia. The deal will enable Iren to provide 60MW of cloud capacity to Nvidia, while Nvidia will invest up to $2.1 billion to