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Bernstein analysts suggest Wall Street isn’t properly modeling the extent to which gross margins, a profit metric, could take a hit due to the rising costs of smartphone components.

The timing of an Nvidia product ramp may require a balancing act for Micron investors, as some estimated revenue shifts toward next year instead of this year.

Autonomous trucking represents a compelling opportunity for Tesla, but it’s unclear what the company’s initial Semi targets look like.

The funding, which comes from Third Point, Nvidia, and others, will fuel the company's massive AI data center buildout.

Roku recently launched its first-ever OLED TVs. The $999 starting price was already impressive for the 55-inch Pro Series model that has a 120Hz refresh rate OLED panel (with four HDMI 2.1 ports and support for Dolby Vision and HDR 10 Plus). The price is even lower right now at Amazon when you enter the […]