China learns to build without Nvidia
An iFlytek liquid-cooled server equipped with Huawei Kunpeng 920 chips and Ascend AI chips, on display at the…
Stocks making the biggest moves midday: MU, AZO, QCOM, OKLO
Here are the companies making headlines in midday trading. Micron Technology — Shares popped nearly 18%, touching a…
AI wealth must benefit the public, South Korea’s deputy PM says
Bae Kyung-Hoon, South Korea’s science and ICT minister, speaks during a memorandum of understanding signing ceremony in Seoul,…
AI chip bubble is now bigger than the Nasdaq during dot-com frenzy
The artificial intelligence rally has already reached historic proportions and is now passing some famous — or rather,…
Cerebras prices IPO above expected range, Wall Street expects AI flood
Cerebras Systems, a maker of artificial intelligence chips, priced its IPO at $185 a share, above the expected…
AI super rally has retail investors acting the most aggressive since trading frenzy during Covid
A trader works on the floor of the New York Stock Exchange (NYSE) during the opening bell in…
Alphabet 160% rally in year reflects value of owning most of AI stack
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US,…
Wall Street AI chip love moves from Nvidia to Intel, AMD and Micron
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBC Since the launch of ChatGPT…
Samsung profit surges over eight-fold to beat estimates as AI boom fuels memory chip crunch
The Samsung exhibition stand features the prominent ”A new era of mobile agentic AI” slogan by the South…
Texas Instruments stock soars on Q1 earnings as AI demand jumps
Haviv Ilan, president and CEO of Texas Instruments, speaks during a ribbon-cutting ceremony for the opening of the…
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 rivals eye huge funding rounds as AI chip market booms
European chip startups developing alternative technology to Nvidia’s graphics processing units (GPUs) are eyeing big funding rounds as…