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…
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…
Nvidia reveals new AI model and expands Japan’s physical AI ecosystem
Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company’s “Japan…
CNBC Daily Open: A chip off the AI block
A rendering of ASML’s extreme ultraviolet light machine etching designs into the most advanced chips ASML Hello, this…
Johnson & Johnson has a chance to show it’s more than just a rotation winner
Johnson & Johnson shares have showed signs of life ahead of earnings. For the stock to keep running,…
AI executives says demand ‘almost unlimited’ amid stock volatility
Master | Moment | Getty Images Chip stocks have had a blistering rally over the past year as…
The volatile AI trade marched higher, but oil kept Wall Street on edge last week
Wall Street’s record-setting start to the week ran into two familiar sources of volatility: the artificial intelligence trade…
How Apple stock rode the AI rollercoaster to record highs in 1 chart
Apple’s stock has had a bumpy ride this year. But it’s been a lot more pleasant lately —…
The Tech Download: Teen social media bans miss a key part of the puzzle: AI chatbots
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. A…
Meta to put AI chip into production in September: Report
A worker stands inside the Meta Lab in Los Angeles, California, U.S., May 20, 2026. Daniel Cole |…
We’re exiting our position in an AI chipmaker to lock in big gains
We are exiting our position in Arm Holdings , selling our remaining 118 shares at roughly $303.46. Following…