This Chinese memory chip maker has global potential
China’s memory chip maker CXMT has potential not just in its home market, but abroad as well, analysts…
TSMC’s September sales surge year-over-year as AI drives chip demand
CHINA – 2026/09/25: In this photo illustration, the TSMC logo is seen displayed on a tablet screen. (Photo…
AI stocks slide after Anthropic, OpenAI CEOs urge slowdown
Dario Amodei, co-founder and CEO of Anthropic, during the company’s Builder Summit in Bengaluru, India, Feb. 16, 2026.…
World’s largest contract chipmaker TSMC sees August revenue surge 53% to record high
The TSMC logo is displayed on a building in Hsinchu, Taiwan April 15, 2025. Ann Wang | Reuters…
Goldman adds three new names to its favorite stocks list
Goldman Sachs has added an energy multinational, a Dutch payment processing company and a German insurance name to…
The stocks Goldman gives more than 100% upside
Goldman Sachs has updated its top European stock picks for August, giving two companies a standout upside of…
CNBC’s The China Connection newsletter: AI wins create investor risks
The China Securities Regulatory Commission building in Beijing on July 20, 2026. Sopa Images | Lightrocket | Getty…
Chip stocks head for one of their worst months ever. Is it the end?
Chip stocks are getting hammered as concern about circular financing, international competition and the staying power of the…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
U.S.-China AI feud sees ASML on tightrope between sales, geopolitics
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. ASML…
CNBC Daily Open: A Messi end for England
Argentine fans react as their team scores against Egypt during a FIFA World Cup match watch party at…
SK Hynix falls amid Asia tech rout, tracking U.S. semiconductor losses
SK Hynix Inc. signage at the company’s office in Seongnam, South Korea, on Tuesday, June 30, 2026. SeongJoon…