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Nvidia Cements AI Infrastructure Lead With Strong Results and New Platforms

Guidance near $78 billion for the current quarter signals heavy demand from cloud giants.

Micron Jumps to a 52-Week High as Cloud Giants Warn of Soaring Memory Costs

Intel Hits Record High After Q1 Beat and Raised Outlook

Intel Details 18A-P With 9% Speed or 18% Power Gain

Wall Street Turns More Bullish on Broadcom as AI Chip Pipeline Widens

Reports Point to Samsung’s Exynos 2700 Using Side-by-Side RAM for Cooler, Faster Memory

Vicor Jumps on Q1 Beat as Backlog Surges and Guidance Returns

Intel Soars on AI CPU Demand as Nvidia Reclaims $5 Trillion

Intel Shares Hit Record After AI-Fueled Forecast Tops Estimates

Cramer Touts Intel Comeback Under Lip‑Bu Tan as Earnings Loom

Intel Nears $70 as AI Server Pivot Drives Highest Share Price Since 2020

Google Explores Marvell Partnership for AI Memory Chip and Inference TPU

Intel Organizes Terafab Effort After Musk Says TSMC Can’t Meet Demand

Wall Street Reaffirms Nvidia’s AI Lead as Tech Rotates Back to Growth

Broadcom, Meta Strike Multi-Year Custom-Chip Partnership Exceeding 1GW

Tesla Tapes Out AI5 as Terafab Effort Accelerates

Micron Draws New Target Hikes on AI Memory Boom as Shares Ease After Big Run

Analysts Boost AMD on AI Chip Demand After UALink Standard Win

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

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