Latin America’s critical minerals make for a geopolitical flashpoint, with the defence choices of Brazil, Argentina, Chile ...

Our fair value estimate for KLA is $750 per share. Our valuation implies a fiscal 2026 (ending June 2026) adjusted price/earnings multiple of 21 times and a fiscal 2026 enterprise value/sales multiple ...

Three senior executives in Intel's manufacturing operations are set to retire, Intel told Reuters, as new CEO Lip-Bu Tan ...

Discover how the U.S. CHIPS Act is fueling semiconductor AI startups. Learn about federal funding, new chip facilities, and ...

CACI International (CACI) earns a buy rating with strong cashflow growth, cyber focus, and contract wins. Read here for more ...

We rate Lam’s balance sheet as strong, with net cash and long-dated debt maturities. The company generates strong cash flow and sends most of it back to shareholders, which we like. It targets at ...

Mark Esposito focuses on the data center as a new "battleground" as countries fear that cross-national data processing and storage could put their citizens' digital and economic security at risk.

Acquisition a move to bolster company's cyber offerings with identity security, to better compete in AI race against tech ...

If someone had told me 10 years ago that I’d meet two presidents in one week...I would have thought they were joking,” CEO ...

Understanding this shift requires examining three interconnected factors that forward-thinking enterprises are incorporating ...

Tesla’s $16.5B Samsung deal goes beyond chipmaking, boosting AI ambitions, strengthening supply chains, and reshaping its ...

As global competition in artificial intelligence (AI) intensifies, China has unveiled a comprehensive AI action plan to ...