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

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.

A technology industry group on Tuesday urged President Joe Biden's administration to refrain from issuing a last-minute rule that would control global access to AI chips, warning the restrictions would jeopardize U.

The Microsoft CEO's claim about not being “chip constrained” has adversely affected investor sentiment for Nvidia. However, this development can prove beneficial for another high-flying semiconductor stock.

As reported by Reuters, Wall Street’s main indexes rose on Monday to more than one-week highs, driven by a rally in semiconductor stocks and news suggesting that the incoming Trump administration could adopt a less aggressive tariff stance than previously anticipated.

Shares of chipmakers jumped on Monday as Microsoft's plan to invest $80 billion in AI-enabled data centers in fiscal 2025 spurred bets that semiconductor demand would remain strong.

DEEPX (CEO, Lokwon Kim), an on-device AI semiconductor company, announced that it will participate in CES 2025, the world's largest electronics expo in Las Vegas, USA, next January to showcase its AI semiconductor mass-production ready achievements with global leaders.

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.

Shares of Micron Technology Inc. ( MU, Financial) surged 11% on Monday as investor sentiment in the highly cyclical semiconductor sector blossomed. That jump is fueled by a burst of momentum across the market, including in artificial intelligence (AI) technologies, a telling sign of a strong future for so many companies, including Micron.

Japanese stocks ended higher, led by gains in semiconductor and other electronics shares. Several announcements were made at CES in Las Vegas, rekindling enthusiasm over artificial intelligence applications.