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

Nvidia (NVDA) closed the latest trading day at $147.22, indicating a +0.1% change from the previous session's end. This move lagged the S&P 500's daily gain of 0.53%. On the other hand, the Dow registered a gain of 0.

It has been 26 years since Nvidia has gone public. The stock has crashed in four of these years. So it's certainly possible that Nvidia's stock price will reverse and turn south in 2025. In fact, I think 2025 is a year that is more likely than most of a drop in stock price. Here's why.

When a renowned investor sells a substantial stake in a high-flying stock, it often raises eyebrows. Is it a signal to take profits or a subtle warning of challenges ahead? One such example of this is legendary investor Stanley Druckenmiller.

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.

Kuo predicts Himax as potential supplier for Taiwan Semiconductor's Compact Universal Photonic Engine development, with revenue reaching $2.4B in 2028.

A 6.4 magnitude earthquake struck southern Taiwan early Tuesday, forcing Taiwan Semiconductor Manufacturing Co. to evacuate facilities in a region critical to global chip supply, marking the second significant seismic event to impact semiconductor operations in recent months.

Investors were not impressed by Nvidia's quarterly performance and outlook even though it handily beat Wall Street's expectations thanks to the booming demand for its artificial intelligence (AI) chips.

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,

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

Bank of America Securities analyst Vivek Arya maintained a Buy rating on ON Semiconductor (ON – Research Report) today and set a price target