Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of…
AI startups go global from day one
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on…
The new anti-AI trade sweeping Wall Street: ‘HALO’
Suddenly, what’s old is new again. There’s a popular trade sweeping Wall Street that’s offering an old world…
Newly spun off Qnity proves it’s an AI force that investors should not ignore
Qnity Electronics on Thursday reported strong fourth-quarter results alongside rosy guidance, solidifying its reputation as an under-the-radar beneficiary…
Nvidia’s earnings beat and other AI news give markets relief — for now
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…
Asia tech stocks rally as Nvidia earnings soothe AI slowdown fears
Cheng Xin | Getty Images News | Getty Images Asian tech stocks rallied in early trading on Thursday…
Nvidia keeps the AI party alive with a booming quarter and even better outlook
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip…
Samsung Claims Lead in Race to Ship AI Chips to Nvidia
Bloomberg (Bloomberg) — Samsung Electronics Co. claimed an early lead in the race to supply advanced memory for…
Fred Hickey of the High Tech Strategist says AI bubble starting to pop
Long-time technology analyst Fred Hickey said Tuesday that he was buying puts against Nvidia amid concerns that the…
Micron to invest $24 billion in Singapore plant as AI boom strains global memory supply
A general view of Micron Technology’s building in Singapore, June 23, 2020. Micron Gcm Studio | Reuters Micron…
Why ‘Cheap’ Software Stocks Could Be The Next Big AI Value Trap
Enterprise software stocks are starting to look tempting again, at least on a chart. Adobe Inc. (NASDAQ:ADBE) is…
Morgan Stanley loves these AI memory stocks
Tech companies have raced to build out compute capacity to fuel their AI ambitions but are now faced…