In 2025, the global semiconductor market is positioned to expand, igniting enthusiasm among market participants. Notably, a couple of semiconductor stocks — NVIDIA Corporation NVDA and Taiwan Semiconductor Manufacturing Company Limited TSM,

Nvidia (NASDAQ:NVDA) is the most valuable stock on the market. With a capitalization of $3.6 trillion, it surpassed Apple (NASDAQ:AAPL) to take the top spot. As demand for artificial intelligence chips and servers soared,

Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.

President Trump's support for AI boosts Nvidia's position, with Project Stargate driving growth in data centers and the Blackwell chip powering next-gen AI. Read more here.

But one Wall Street analyst thinks investors should take advantage of that lull. Oppenheimer 's Rick Schafer just made the company one of his top picks for 2025 in the semiconductor sector. His firm's price target of $175 per share would represent a 27% gain from recent levels.

Semiconductor stocks are getting hit with a wave of bearish pressures following news that the U.S. will take new steps to limit the export of advanced chips used for AI.

Chip stocks including Nvidia and Arm fell Thursday after an Nvidia supplier, SK Hynix, spoke about uncertainty in semiconductor demand in 2025 on its earnings call.

Recently, the stock has fallen around 10% from its all-time highs, which some may consider a buying opportunity. However, Nvidia has done so well over the past few years that other investors are concerned that it may have reached its top.

Nvidia's partnership with MediaTek is generating significant buzz in the semiconductor industry, attracting keen interest from analysts and stakeholders alike. The collaboration aims to bring the N1X and N1 platforms to market,

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),

Jensen Huang invited around 35 chief executives from various Nvidia partners to lunch, which led to the media calling it the 'trillion dollar' banquet.

Discover how the $500 billion AI infrastructure initiative by OpenAI, SoftBank, Oracle, and MGX is creating investment opportunities in multiple sectors.