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 AI chip rivals attract record funding as competition heats up
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Nvidia…
TSMC posts record profits on continued AI demand
Taiwan Semiconductor Manufacturing Company’s logo is seen in the background beside a printed circuit board. Sopa Images |…
ASML raises 2026 guidance as AI chip demand stays strong
ASML raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued…
Little known semiconductor packaging, testing stock poised to gain
Amkor Technology isn’t a household name, but it’s poised to become a big winner as artificial intelligence spreads.…
Broadcom shares jump after chipmaker expands Google, Anthropic deals
Jonathan Raa | Nurphoto | Getty Images Broadcom shares rose more than 6% on Tuesday, their second-best day…
Samsung shares rise nearly 5% as profit seen jumping 8-fold on AI chip boom
Shares of Samsung Electronics rose as much as 4.8% on Tuesday after the South Korean technology giant forecast…
Here’s a rapid-fire update on all our AI stocks and 5 names Jim Cramer wants to buy
On Friday, the CNBC Investing Club held its March Monthly Meeting, where Jim Cramer and Director of Portfolio…
US charges Super Micro employees with smuggling Nvidia chips to China
The U.S. Attorney’s Office for the Southern District of New York has charged associates of an unidentified U.S.…
Jensen Huang doesn’t need a new chip. He needs a new moat.
Nvidia dominated the first era of AI — CEO Jensen Huang is making sure it owns the next…
Micron falls 5.5% after blockbuster earnings. Here’s what analysts say
Micron Technology CEO Sanjay Mehrotra told CNBC on Thursday that the memory chip supply crunch is so tight…
Nvidia shares are rising before its big AI conference. Here’s what Wall Street expects to hear
Shares of Nvidia climbed ahead of its closely watched developer conference this week as investors bet the event…