Entegris (ENTG) rated SELL after a 50% YTD rally: 40x FY2026 P/E, limited AI exposure, debt overhang, and weak catalysts—read ...

Entegris delivered fourth-quarter results that were well received by the market, as revenue and non-GAAP earnings per share surpassed Wall Street’s expectations despite a modest year-over-year sales ...

Semiconductor quality control company Nova (NASDAQ:NVMI) reported Q4 CY2025 results , with sales up 14.3% year on year to $222.6 million. Guidance for next quarter’s revenue was better than expected ...

The tech industry's surging capital expenditures for AI infrastructure are justified, appropriate and sustainable, Nvidia CEO Jensen Huang said on CNBC's "Halftime Report." Huang's comments come after ...

Nvidia Blackwell graphics cards launched more than a year ago, starting with the RTX 5090. And while this generation had a controversial launch, the RTX 5080 Super could have redeemed the generation.

Nvidia invested roughly $53 billion across 170 deals spanning the entire AI ecosystem, according to PitchBook data. In 2025 alone, the company participated in nearly 67 venture rounds, up from 54 in ...

Nvidia has a high chance of surpassing fiscal 2027 revenue estimates. The company also enjoys high pricing power, translating into robust margins. Nvidia is also well positioned to defend its GPU ...

Nvidia’s expanded partnership with Meta Platforms could be a bad omen for Intel. Nvidia NVDA announced on Tuesday that it will deploy more of its Arm-based Grace central processing units in Meta’s ...

Nvidia is the world’s top AI chip company, and that has resulted in surging earnings. Though the AI market is growing, some investors still wonder if Nvidia’s momentum will last. So, it's not ...

Nvidia is rated a strong buy with a $219 price target, offering 25% upside and countering bearish views of a potential AI bubble collapse. The company's competitive moat is built on vertical ...

CMP Advanced Mechanical Solutions, a Canadian-based battery company, will be modernizing its Binghamton battery facility with an $8.8 million project. The project is supported by a $850,000 Empire ...

PCWorld reports that Nvidia will skip launching new consumer graphics cards in 2026, including the RTX 50 Super series, due to global memory shortages. AI chips offer significantly higher profit ...