Our update on select stocks from the Semiconductors industry.

Our view after third-quarter results.

With outstanding long-term estimates, here’s what we think of Nvidia stock.

What does another huge AI deal mean for investors?

Big AI dreams as firms announce a strategic partnership.

We doubt the $5 billion is meaningful enough to force Nvidia to use Intel, either for core products or even for the chips in collaboration.

No signs of a slowdown in demand for Nvidia’s chips, and the long-term picture looks bright.

A selloff in Nvidia stock on the earnings news looks like a buying opportunity to us.

In exchange for an export license to China the chip makers will pay the US government 15% of revenue.

Nvidia is poised to become more dominant than ever as it is allowed to sell its key H20 GPUs in China.