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Tower Semiconductor Closes Up 17% After Oriole Deal Brings Nanosecond Optical Switching to PH18

A new BCD Gen3 power‑management platform for AI data centers broadens Tower’s push into infrastructure chips.

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Navitas Jumps on AI Data Center Power Packages, Names New CFO

Broadcom Confronts Margin and China Risks as TD Cowen Cuts Price Target

U.S. Clears Conditional Nvidia H200 Sales to China as White House Levies 25% Chip Tariff

Broadcom Slides on AI Margin Warning as Analysts Defend Backlog-Driven Growth

New Analyst Calls Split on Marvell’s AI Outlook, From Strong Buy to Hold

China Eases Nexperia Export Curbs, Shipments Resume as Beijing Agrees to Dutch Talks

China Tells Tech Giants to Halt Nvidia Chip Purchases as Nvidia Puts $5 Billion Into Intel

Navitas Semiconductor Shares Surge After NVIDIA Collaboration Announcement

Hedge Funds Shift Focus to AI Stocks Beyond Nvidia