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Nvidia Micron Technology Intel Broadcom Navitas Semiconductor ASML Chip Stocks Advanced Micro Devices Taiwan Semiconductor Manufacturing Co. NVIDIA

AI Contracts With Google, Meta and Anthropic Power Broadcom’s April Surge

Analyst upgrades tied to long-term contracts signal steadier AI demand for the chip maker.

Google’s TurboQuant Cuts KV Cache, Fuels Debate Over Memory Demand

ASML Slides Over Past Month as TD Cowen Reaffirms Buy Rating and €1,500 Target

Tower Semiconductor Soars on Oriole Networks Pact as AI Infrastructure Bet Hits Multi‑Year Highs

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