Big Tech Stocks
Nvidia stock hits all-time high, closing in on a $6 trillion market cap
Nvidia shares have set a new record on Wall Street, and the AI chip giant now sits within about 3.5% of a $6 trillion valuation.
Semiconductors
Stocks
Michael Burry bets against Micron, but analysts see up to 50% upside: who is right?
Michael Burry is shorting Micron and the AI chip boom, while analysts still see upside of up to 50%: here is what divides Wall Street.
Consumer Tech
Smartphones: why AI is driving up prices
AI is fueling surging demand for chips and memory — here’s why smartphone costs could rise, and which models are most exposed to the price hikes.
AI & LLMs
Alibaba unveils Zhenwu V900 AI chip, targets 20 gigawatts of data centers — but the Wall Street rally fades fast
At its Apsara Conference in Hangzhou, the Chinese tech giant unveiled a next-generation AI chip and an ambitious global cloud expansion plan,...
Big Tech Stocks
Arm Holdings soars 17% as Wall Street bets on chips built for agentic AI
The British chip designer added roughly $49 billion in market value in a single session on Monday, after CEO Rene Haas said demand for its new AGI...
Big Tech Stocks
Arm Holdings soars 17% as Wall Street bets on custom chips for agentic AI
The British chip designer added roughly $49 billion in market value in a single session on Monday, after its CEO said demand for its new AGI CPU...
Consumer Tech
Computer memory now costs as much as gold: why RAM and smartphones are getting pricier
DRAM memory prices have jumped 401% in a year, driven mainly by demand from artificial intelligence systems.
Big Tech Stocks
Why Nvidia decided to buy Hugging Face for $12.9 billion: the big bet beyond AI chips
Is Nvidia’s strategy undergoing a revolution? The US tech giant no longer wants to be just a chipmaker for artificial intelligence.
Big Tech Stocks
Musk’s Tesla and SpaceX launch $16.8 billion “Terafab” chip factory in Texas
Tesla and SpaceX are breaking ground in Texas on Terafab, a mega-investment to build the chips of the future — from humanoid robots to data centers...
