Big Tech Stocks
Broadcom falls 4% as Intel’s 25% plunge hits AI chip stocks
The stock traded at $330.06 on Friday afternoon, below every major moving average, with softer capital spending plans at Alphabet and Microsoft...
Semiconductors
Big Tech Stocks
Broadcom seen as the biggest winner from Anthropic’s IPO
D.A. Davidson upgraded AVGO to buy and raised its target to USD 400, and the stock gained more than 3% on Wall Street.
Big Tech Stocks
TSMC clarifies chip pricing: what it means for PCs and smartphones
The world’s largest contract chipmaker addressed price adjustments for AI accelerators and advanced packaging on its third-quarter call, and the...
Big Tech Stocks
TSMC lifts the lid on chip pricing: what changes for PCs and smartphones
At its third-quarter earnings presentation, TSMC addressed the price adjustments coming to AI accelerators and advanced packaging — and confirmed...
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.
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...
