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Market Trends OpenAI Nvidia Anthropic Supply Chain Management Broadcom and OpenAI Market Competition Product Development Long-term Agreements Market Positioning

Susquehanna Lifts AMD Price Target to $375 Ahead of Earnings on AI and Server Momentum

The upgrade signals rising bets that proof of an AI‑accelerator ramp plus EPYC share gains will show up in next week’s results.

Infosys Partners With OpenAI to Power Topaz Fabric With Codex

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

Broadcom Locks Long-Term AI Chip Deals With Google and Anthropic

Arm Launches AGI-CPU, Pivoting From Licensing to Selling AI Chips

Broadcom Lifts Outlook as AI Revenue Soars and Six Custom-Chip Deals Deepen

AMD Strikes Multiyear Deal to Supply Meta Up to 6 GW of AI GPUs

Meta Seals Multiyear Nvidia Pact for Millions of AI Chips and Standalone Grace CPUs

AMD to Backstop $300 Million Goldman Loan for Crusoe AI Chips, Report Says

Zoom’s Quiet Anthropic Bet Pegged at $2–$4 Billion, Shares Jump 11%

WhiteFiber Lands 10-Year, 40-MW AI Colocation Deal With Nscale Worth About $865 Million

Oracle’s AI Buildout Stumbles as Debt Costs Rise and Data-Center Timelines Slip

Samsara Beats Q3 and Posts First GAAP Profit as Analysts Lift Price Targets

OpenAI Strikes 6‑GW Chip Supply Deal With AMD, Gains Warrant for Up to 10% Stake

OpenAI Reported to Sign $300 Billion Oracle Cloud Deal Starting in 2027

Judge Lets Google Keep Chrome, Strengthening Apple’s Default-Search Revenue

Tesla and Samsung Lock In $16.5 Billion AI6 Chip Deal at Texas Fab

Apple Entrusts Tata with iPhone and MacBook Repairs in India

TSMC Proposes Joint Venture to Revitalize Intel’s Foundry Operations