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…
A closer look at Nvidia’s $20 billion bet on tech for a new AI chip
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI…
The Tech Download: The sector’s Iran problem
Uncertainty continues to reign over global supply chains and Middle East-based projects as the Iran war nears the…
The memory stock cycle of boom-bust-repeat is over, executives say
The artificial intelligence spending blitz has the memory industry dancing to a new tune. Shares of Micron are…
Loop Capital thinks this chip manufacturer could more than double on an AI ‘super cycle’
Astera Labs is among the best-positioned companies to benefit from increasing artificial intelligence builds, according to Loop Capital.…