Ben Reitzes, Melius Research analyst, joins CNBC's 'Squawk on the Street' to discuss AI trade, how U.S.-China trade war will impact Apple and others.

Analysts are debating whether Nvidia can still manage sequential growth this year as political developments pressure revenue.

That's because Intel (INTC) likely benefited in the first quarter from frenzied purchases of its PC processors ahead of the Trump administration's anticipated tariffs on imports. The problem with that ...

"you can tell the company isn't counting on any such 'licenses' being granted from this date forward," Melius Research analyst Ben Reitzes wrote. Nvidia's stock fell about 7% on Wednesday.

Apple’s 2% jump on tariff relief lifted the Nasdaq 100, but with market fragility in focus, traders are watching to see if ...

Persistent concerns that Alphabet Inc. has fallen behind in the artificial intelligence supremacy race has weighed on the ...

Apple leads tech rally as tariff reprieve eases market fears, with hopes pinned on further exemptions and China talks.

President Trump denied there was a tariff exemption after some electronics were excluded from 145% levies on Chinese imports.

"Directionally, things seem to be getting more positive for buy-rated tech giants like Apple and Nvidia — but it isn't yet an 'all clear,'" wrote Ben Reitzes of Melius Research in an April 14 ...