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AMD’s Lisa Su to Visit Samsung Chip Plant for Talks on Foundry and AI Memory

Securing AMD would mark a major foundry win for Samsung in a market led by TSMC.

Microsoft Faces Decade-Low Valuation as Azure Surges and Copilot Upgrades Near

Palantir Rallies for the Week as Analysts Hike Targets and Defense Demand Builds

Ciena Shares Slide After Outlook Miss Despite AI-Fueled Beat, Prompting Analyst Upgrades

Broadcom Lifts 2027 AI Sales Target Above $100 Billion After Record Quarter

Accenture to Buy Ziff Davis’s Connectivity Division, Including Speedtest and Downdetector, for $1.2 Billion

CoreWeave Slides as Guidance Disappoints and Spending Plan Swells Despite Massive Backlog

Salesforce Draws Fresh Price-Target Cuts as Goldman, Truist, Piper and RBC Recalibrate Post-Earnings

Waymo Starts Mapping Runs in Chicago and Charlotte for Potential Robotaxi Expansion

IonQ to Acquire SkyWater for $1.8 Billion to Bring Chipmaking In-House

Cloudflare Buys Human Native to Build Licensed AI Data Marketplace

After 2025 Surge, Quantum Pure‑Plays Confront Valuation, Funding and Governance Tests

Intel’s Lip-Bu Tan Calls 2025 a ‘Defining Year’ as Stock Soars and Rare U.S. Equity Deal Underscores Turnaround

Apple Explores iPhone Chip Packaging in India With CG Semi

Investors Look to Nasdaq ETFs for AI Exposure as QQQ Tops Long-Term Returns

Moore Threads Soars as Much as 502% on Shanghai Debut After $1.1 Billion IPO

Broadcom’s AI Surge Faces Valuation Test After Record Quarter

Musk Floats Intel Talks as Tesla Weighs 'TeraFab' to Meet AI Chip Demand

Nvidia and Deutsche Telekom Launch €1 Billion Industrial AI Cloud in Germany

Nvidia Deepens Korea Ties as Samsung’s 2026 HBM Books Out and SK Hynix Lays Out HBM4 Timeline