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The blistering stock rally that’s made Nvidia Corp. one of the world’s three most valuable companies is based on a number of assumptions. One is that artificial intelligence applications made possible by its semiconductors will become features of the modern economy.

The central bank's decision to slash borrowing costs by 50 basis points is easing concerns about the economy. That could lift the AI trade.

A Wall Street analyst initiated coverage of three semiconductor stocks with buy ratings, citing their exposure to the artificial intelligence boom.

Are these two high-growth artificial intelligence (AI) stocks the next Nvidia? For much of the last two years, no trend has captivated the attention of investors quite like artificial intelligence (AI).

It’s Fed decision day—and it'll be difficult for the chip maker's shares to make gains until investors have more clarity about the central bank's next move.