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Semiconductors

Nvidia’s Blowout Quarter Fails to Quell AI Bubble Jitters

The blockbuster results left unresolved doubts over the financing durability of the AI infrastructure boom.

Micron Hits Fresh Records as Analysts Lift Targets on AI Memory Boom

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments

Marvell Launches $5 Billion Buyback and $1 Billion ASR as AI Focus Lifts Shares

US Conditions China AI Chip Licenses on 15% Revenue Share from Nvidia and AMD

US Launches 10%–50% Reciprocal Tariffs, Doubles India Duty to 50%

AMD Tops Q2 Revenue Forecasts as Export Curbs Bite; Super Micro Lowers Fiscal Outlook to $33B

ASML Tops Q2 Forecasts but Declines to Confirm 2026 Growth Outlook

Nvidia Faces $8 Billion China Revenue Loss as Export Ban Fuels Local Chip Alternatives