Technology ❯ Artificial Intelligence

Semiconductors

Nvidia Chip Manufacturing Market Trends Manufacturing AI Chips Chips Graphics Processing Units Chip Design Export Controls Memory Chips

Hedge Funds Push Tech Stakes to Records With Big Bets on Chips

Funds are betting that AI-linked chip and software firms can weather geopolitical market stress.

White House Approves $9 Billion Secret AI Compute Plan for Spy Agencies

Cerebras Soars After IPO as Massive Wafer Chip Draws Sharp Scrutiny

Samsung Suspends Planned Strike After Provisional Deal Over AI Windfalls

Samsung and Union Pause 18‑Day Strike After Provisional Pay Deal

Alibaba Unveils Zhenwu M890 Chip to Power Long‑Running AI Agents

Cerebras Stock Fueled by Institutional Buys and Fast‑Track S&P Inclusion After Volatile IPO

Analysts Lift Marvell Targets as AI Bets Drive Stretched Valuation

Prediction: Amazon, TSMC, Broadcom, Meta Could Reach $3 Trillion by 2027

Broadcom’s AI Outlook Brightens on Anthropic Deal Shift and Reported $35 Billion Credit Talks

Kerrisdale Shorts Everspin as Shares Drop Up to 11 Percent

TSMC Lifts 2030 Chip Market Outlook to $1.5 Trillion on AI Surge

Broadcom Shares Fall After Trump‑Xi Talks Leave China Chip Shipments Unclear

Korea’s ‘Citizen Dividend’ Proposal Rattles Markets

Analysts Tout TSMC and Broadcom as AI Demand Lifts Chip Stocks

Apple Explores Intel and Samsung for U.S. Chipmaking as AI Squeeze Grows

TSMC Prioritizes Advanced Packaging and Pushes Back High‑NA EUV Rollout

Nvidia Nears $5.3 Trillion Valuation as AI-Fueled Chip Rally Lifts Markets

X-Energy Extends Post-IPO Rally as Investors Back Nuclear Power for AI

ARK Invest Rotates: Sells $75 Million in AMD, Buys $71.5 Million in Amazon