The largest technology companies by market cap, ranked. Nvidia, Apple, and Microsoft lead -- see who rounds out the list.

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Every quarter, one semiconductor company keeps outgrowing its own guidance while quietly locking in partnerships that look less like vendor contracts and more like infrastructure ownership. Here is why the buy button stays warm.

ABC News’ Elizabeth Schulze reports on the urgent new warning about artificial intelligence from the companies developing the technology and what they warn could happen.

Investors will be looking for greater visibility into Marvell's recently announced $12.2 billion custom chip deal with Google.

Marvell has surged over 180% this year on AI infrastructure demand, but cooling momentum and a stretched valuation now put buyers in a difficult spot. The case for owning MRVL is strong, yet when and how you enter matters as much as whether you do.

An update to the US’s National Security Science & Technology Strategy has redefined its reliance on data centers in light of emerging technologies.

The tech-focused Nasdaq-100 index, for comparison, has a forward earnings multiple of 24. The solid earnings growth that Micron, Sandisk, and SK Hynix can deliver over the long run makes them no-brainer buys at these multiples.