Trump’s push for American-made AI chips hits TSMC’s margins
Pressure from President Donald Trump to manufacture advanced semiconductors in the U.S. is increasing costs and squeezing margins…
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…
ASML hikes sales forecast on strong AI chip demand
ASML on Wednesday raised its guidance for the second time this year as its customers continue to ramp…
Tumbling AI stocks signal another day of turmoil for tech companies
The logo of Japanese company SoftBank Group at the company’s headquarters in Tokyo on Nov. 21, 2025. Kazuhiro…
AI buildout giving tech investors new reasons to watch bond market
Artificial intelligence is giving tech investors an entirely new reason to pay attention to the Federal Reserve. For…
ECB heads for a hike amid Iran energy price pressures
European Central Bank President Christine Lagarde attends the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland,…
CNBC Daily Open: SpaceX gets a reality check
SpaceX’s Super Heavy booster is seen on the launch pad, as Starship is prepared to be placed on…
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…
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…