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TSMC Q1 Sales Beat on AI Chip Boom

Attention turns to the April 16 outlook to gauge the durability of AI‑fueled growth.

Amazon’s Custom-Chip Business Tops $20 Billion

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Intel Joins Musk’s Terafab as Shares Hit Five-Year High

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

Marvell Rallies on Nvidia’s $2 Billion Partnership and Strong AI Outlook

Broadcom Posts Record AI Sales, Adds $10 Billion Buyback, and Wins $970 Million DISA Deal

Intel Buys Back Apollo’s 49% Stake in Ireland Fab for $14.2 Billion

Alphabet’s AI Strategy Gains Traction as Wall Street Lifts Targets and Product Rollouts Accelerate

Nvidia Now Trades at a Lower Forward P/E Than the S&P 500

CPU Shortage Deepens as Intel Lifts Prices and AMD Prepares Increases

Arm Debuts First In‑House AGI CPU With Meta as Lead Customer

Leaks Detail Dual Snapdragon 8 Elite Gen 6 Chips With Pro-Tier Upgrades

RiverPark’s Q4 Letter Flags AI-Driven Divide as Apple and Applied Materials Stand Out

Alibaba Unveils XuanTie C950, a RISC-V Server CPU Built for AI Agents

Micron Shares Slide As AI Memory Boom Meets Supply Limits and Big Capex

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

Nvidia Projects At Least $1 Trillion In AI‑Chip Revenue By 2027 As It Details New Platforms And Deals

AMD Shares Slip After Q4 Beat as Executives Sell $33 Million

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

iMGP Small Company Fund Pins Q4 2025 Lag on Biotech Rally, Details Key Stock Moves