Britney Nguyen

Nvidia reports fiscal first-quarter results after Tuesday's closing bell. Investors will be looking to see how new products and partnerships are contributing to the business.

The chip maker is paving its way into a potential $200 billion market for central processing units.

There’s confidence in the business, but some analysts want to see it go higher.

Strong memory chip demand is leading to “enhanced” long term agreements that should benefit Micron’s stock and earnings power, UBS says.

The company’s leadership in optical connectivity and the ramp up of custom chips should deliver a strong quarter, according to analysts.

All of the stocks in the PHLX Semiconductor Index are up more than 10% so far this year

The custom-chip maker says revenue growth is expected “to continue accelerating each quarter” for the rest of the fiscal year.

The custom-chip maker says revenue growth is expected “to continue accelerating each quarter” for the rest of the fiscal year.

The company’s AI-server revenue was up 757% in the first quarter, while profit beat expectations by the widest margin in at least five years.

Dell’s blowout earnings report is highlighting how the AI buildout is also driving demand for old-school computing.