ASML raises 2026 guidance as AI chip demand stays strong
ASML raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued…
Rokid virtual screen vs. Meta Ray-Ban Display
Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection…
Indian AI stocks to watch: Macquarie
Despite being a global software powerhouse, India has been perceived as a laggard in the artificial intelligence space,…
Shares of China AI ‘tiger’ Zhipu surge 35% after revenue doubles in first earnings report
The Zhipu AI logo is seen displayed on a smartphone screen. Sopa Images | Lightrocket | Getty Images…
SK Hynix files for U.S. listing as it rides ‘unprecedented growth’ in memory market
A SK Hynix flag (R) and a South Korean national flag (L) flutter outside the company’s Bundang office…
Zhipu, Minimax after Nvidia Jensen Huang OpenClaw comments
NVIDIA CEO Jensen Huang gestures during the NVIDIA GTC global AI conference in San Jose, California, U.S. March…
Nvidia shares are rising before its big AI conference. Here’s what Wall Street expects to hear
Shares of Nvidia climbed ahead of its closely watched developer conference this week as investors bet the event…
Musk says xAI must be ‘rebuilt’ amid co-founder exodus, SpaceX IPO
Elon Musk, chief executive officer of Tesla Inc., during the US-Saudi Investment Forum at the Kennedy Center in…
A closer look at Nvidia’s $20 billion bet on tech for a new AI chip
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI…
The Tech Download: The sector’s Iran problem
Uncertainty continues to reign over global supply chains and Middle East-based projects as the Iran war nears the…
AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing…
Broadcom stock rallies, makes strong case for why AI growth will last
Broadcom‘s stock surged about 5% on Thursday as CEO Hock Tan touted strong demand for the company’s chips…