Demand for the memory maker's products is likely to remain strong for the foreseeable future.

Software giants such as Intuit and Palantir were among this week's most oversold stocks. Memory stocks topped CNBC's screen ...

Beyond the “Magnificent Seven” names, Wall Street analysts see opportunities in software and specialized semiconductor plays.

According to Bloomberg Intelligence, Big Tech companies are expected to post a 20% earnings growth rate in Q4. This is the ...

Chip stocks popped as investors took in earnings and news that China will allow firms to purchase Nvidia chips. The S&P 500 ...

Hyperscalers are planning to spend $500 billion on artificial intelligence (AI) infrastructure this year.

The sell-off in software stocks could be an incredible buying opportunity for long-term investors.

"Existential concerns and momentum in other parts of the [tech] sector with a more visible path to monetizing AI — spilling into AI/Hyperscalers. Price action sets the (now cautious) narrative. AI ...

Melius Research's Ben Reitzes sees upside ahead for Nvidia, Broadcom and Microsoft as enthusiasm for makers of components ...

According to Vembu, the pain in software stocks is overdue. “I don’t see why any mature software company should trade at 30-40 price-to-earnings multiples,” he wrote, adding that valuations of 10 to ...

Micron Technology has been one of the biggest winners of the AI boom.

By Avinash P, Niket Nishant and Johann M Cherian Jan 29 (Reuters) - Europe's benchmark share index gave up early gains to ...