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Broadcom Ramps AI Infrastructure With 102.4 Tbps Switch Shipments as Bullish Targets Rise

Surging AI sales plus a new optics platform fuel expectations for further gains despite customer concentration risk.

Cramer Backs Intel’s Lip‑Bu Tan After 17% Selloff on CPU Shortage Warning

Analysts Reaffirm Apple Poised to Tap Intel to Fabricate Some Chips Starting in 2027–2028

Intel Beats Q4 Estimates but Soft Q1 Outlook Sends Shares Lower

Apple’s A20 on TSMC 2nm Reported at $280 Per Chip, an 80% Jump

Apple May Use Intel to Make Some iPhone Chips by 2028, Analysts Say

Apple Weighs Intel as Second Foundry for Entry-Level M Chips, Targeting 2027

AMD Draws Fresh Bullish Models on AI Data-Center Ambitions

Ariel Global Fund Q3 Letter Spotlights First Solar Surge, Intel–NVIDIA Partnership, New Stakes in Humana and M&T

Intel Posts Q3 Beat as Shares Near Two-Year High After Cash Infusion

Nvidia and TSMC Make First U.S.-Built Blackwell Wafer at Arizona Fab

Intel’s 2025 Rally Tested by Bank of America Downgrade

TSMC Beats Q3 Revenue Forecasts on AI Demand With September Sales Up 31%

Intel Amends CHIPS Deal, Issues Shares as U.S. Takes Near-10% Stake

Nvidia Q1 Earnings Expected to Set Records as Analysts Eye China Export Ban Fallout