CNBC's Seema Mody reports on news regarding the chip sector in 2025. Luigi Mangione, CEO killing suspect, pleads not guilty to state terror and murder charges in Manhattan court

BE Semiconductor (OTC:BESIY) is likely to see several positive catalysts over the next few years, including benefiting from the iPhone 18 Pro and a change in Nvidia's (NASDAQ:NVDA) Quantum InfiniBand switch,

Nvidia's Blackwell GPU holds the potential to dwarf Hopper's revenue in the coming quarters. I discuss what lies ahead for NVDA and where I would buy NVDA stock in 2025.

Wolfspeed focuses on silicon carbide technology, which holds advantages for the electric vehicle (EV) market. Nvidia is a leader in semiconductor chips for AI, and its latest product aims to address the technology's growing demands. Sales in the ...

Nvidia's dominance in AI chips faces challenges from competitors and market shifts, impacting revenue and growth prospects. Read why NVDA stock is a Buy.

Nvidia has dominated the AI narrative in the stock market, captivating investors and the media after soaring 2,190% over the past five years and becoming the most valuable company

Nvidia and TSM are two AI stocks that are trading at reasonable valuations and remain well-poised to deliver outsized returns.

In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO),

The semiconductor industry stands at a pivotal moment as we enter 2025. For investors seeking to capitalize on this technological revolution, here's an analysis of the most promising semiconductor stocks for the year ahead.

Still, there is plenty of upside to Nvidia's stock long-term, contends Arya. Wall Street more broadly would agree — Yahoo Finance data shows 94% of sell-side analysts rate Nvidia's stock at a buy or strong buy.

Let's examine Wolfspeed and Nvidia to help you assess which is the better semiconductor stock for the long haul. What makes Wolfspeed a compelling investment is its focus on silicon carbide (SiC).

While the S&P 500 grew around 0.5%, Nvidia's ( NASDAQ:NVDA) stock has lately been in a cooling-off period and dropped more than 8% over the past month. On the back of both internal and outside events, Bank of America analyst Vivek Arya sees this dip as fleeting and a normal part of the company's "soul-searching moment."