Nvidia’s AI moat is shifting from chips to capital
NVIDIA CEO Jensen Huang delivers a speech during a keynote event at COMPUTEX on June 02, 2026 in…
Trump’s push for American-made AI chips hits TSMC’s margins
Pressure from President Donald Trump to manufacture advanced semiconductors in the U.S. is increasing costs and squeezing margins…
SoftBank sinks as Asia chip stocks track Wall Street AI rout
CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a…
ASML hikes sales forecast on strong AI chip demand
ASML on Wednesday raised its guidance for the second time this year and reported stronger-than-expected quarterly results as…
Tumbling AI stocks signal another day of turmoil for tech companies
The logo of Japanese company SoftBank Group at the company’s headquarters in Tokyo on Nov. 21, 2025. Kazuhiro…
Tech stocks try to rebound after global AI sell-off batters chip names
Images of mobile devices at the Taiwan Semiconductor Manufacturing Co. (TSMC) Museum of Innovation in Hsinchu, on Tuesday,…
AI buildout giving tech investors new reasons to watch bond market
Artificial intelligence is giving tech investors an entirely new reason to pay attention to the Federal Reserve. For…
CNBC Daily Open: SpaceX gets a reality check
SpaceX’s Super Heavy booster is seen on the launch pad, as Starship is prepared to be placed on…
Samsung hits $1 trillion valuation as AI rally lifts shares over 10%
Shares of Samsung Electronics surged more than 10% Wednesday, pushing the chip giant’s market capitalization past the $1…
Samsung profit surges over eight-fold to beat estimates as AI boom fuels memory chip crunch
The Samsung exhibition stand features the prominent ”A new era of mobile agentic AI” slogan by the South…
South Korea economic growth surpassed estimates in Q1, thanks to chips
A screen displays the closing figure of the Korea Composite Stock Price Index (KOSPI) inside a trading room…
Nvidia AI chip rivals attract record funding as competition heats up
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Nvidia…