Two major developments have put AI on a new course: chip shortages during the COVID pandemic made chips a political topic while the software breakthroughs of OpenAI and other large language models sparked a race in generative AI. Let’s start with the hardware story.

Investing in artificial intelligence (AI) stocks isn't just about setting yourself up for 2025, but also positioning yourself for the next decade. AI innovations won't stop in 2025, and with the stock market being a forward-looking machine, you're better off taking the long-term view rather than just narrowing in on what will happen in 2025.

As the demand for cutting-edge technology continues to soar, the talent shortage in the industry could stall innovation in virtually every sector of the global economy.

Nicolas Gaudois, head of Asia-Pacific technology research at UBS, discusses the main growth drivers for the names under its coverage.

Shares of artificial intelligence (AI) semiconductor stocks Nvidia (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (NYSE: TSM), and Arm Holdings (NASDAQ: ARM) rallied on Friday, up 4.5%, 3.5%, and 10.

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.

Emerging-market stocks fell for a second day Thursday, pressured by dollar strength and US plans to extend curbs on artifical-intelligence chip exports.

In other words, history says the Nasdaq could advance 16% in 2025, but most Wall Street analysts see even more upside in Nvidia ( NVDA -0.02%) and Lam Research ( LRCX -0.62%), two companies that reset their soaring share prices by completing 10-for-1 stock splits in 2024.

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),

Tech leaders are urging Biden not to finalize a new rule that will add export controls on AI, citing concerns it is overbroad and could diminish the U.S. dominance in that sector.

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) is all set for full-capacity production in the U.S. and Germany after commercializing its debut Japanese chip plant in Kikuyo, Kumamoto Prefecture, last December.