ByteDance Plans $23 Billion AI Spending Spree
This article first appeared on GuruFocus. ByteDance, the private company behind TikTok, is getting ready to open the…
Nvidia, AMD Could See Billions in Revenue from Soaring China AI Demand in 2026
This article first appeared on GuruFocus. Shares of Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) inched up about 0.5% on…
AI Chips Are Driving a Foundry Boom. Why TSMC Is Winning the Most
This article first appeared on GuruFocus. Global semiconductor foundry revenue rose about 17% year over year to roughly…
Can AI Hype Justify a 176% Surge?
This article first appeared on GuruFocus. Market participants are bracing for Micron Technology (NASDAQ:MU) to report earnings after…
AI Chip Shortage Seen Pushing Smartphone Prices Higher in 2026
This article first appeared on GuruFocus. Apple (AAPL, Financials) and other smartphone makers are expected to face higher…
Rivian Unveils Custom AI Chip as It Expands Self-Driving Plans
This article first appeared on GuruFocus. Rivian Automotive, Inc. (RIVN, Financials) rolled out a custom artificial intelligence chip…
The Foundry Behind Nvidia, AMD and Apple Is Setting AI On Fire
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is sharpening its focus on AI-grade chips…
Microsoft Sparks AI Chip Battle — Talks With Broadcom on Custom Silicon
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is in talks with Broadcom (NASDAQ:AVGO) to co-design custom chips…
Broadcom Stock Is Rising — Mizuho Bets Big on AI Boom Ahead of Earnings
This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO) shares climbed about 2% on Friday morning trade as Mizuho…
Nvidia Holds AI Leadership Despite Google TPU Momentum, Wedbush Says
This article first appeared on GuruFocus. Nvidia (NVDA, Financials) remains the dominant force in the AI chip market…
Nvidia Slams Michael Burry’s Claims of an AI Bubble and Faulty Accounting
This article first appeared on GuruFocus. A leading chip manufacturer (NASDAQ:NVDA) issued a detailed memo to analysts pushing…
Alphabet hits record high as AI momentum accelerates
This article first appeared on GuruFocus. Alphabet (GOOGL, Financials) surged to a record close of $299.66 as investors…