We’re starting a position in a chip designer poised to roar in the era of AI agents
We’re initiating a position in Arm Holdings , buying 225 shares at roughly $169. Following Monday’s trade, Jim…
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…
TSMC posts record profits on continued AI demand
Taiwan Semiconductor Manufacturing Company’s logo is seen in the background beside a printed circuit board. Sopa Images |…
Little known semiconductor packaging, testing stock poised to gain
Amkor Technology isn’t a household name, but it’s poised to become a big winner as artificial intelligence spreads.…
Samsung shares rise nearly 5% as profit seen jumping 8-fold on AI chip boom
Shares of Samsung Electronics rose as much as 4.8% on Tuesday after the South Korean technology giant forecast…
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…
CNBC Daily Open: Netanyahu’s ‘ground component’ warning
Israeli Prime Minister Benjamin Netanyahu speaks during a press conference, amid the U.S.-Israel conflict with Iran, in Jerusalem,…
5 things to know before the market opens Thursday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. I’m back after…
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…
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…
Loop Capital thinks this chip manufacturer could more than double on an AI ‘super cycle’
Astera Labs is among the best-positioned companies to benefit from increasing artificial intelligence builds, according to Loop Capital.…