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Cathie Wood Sells Big AMD Stake to Buy $53M of Nvidia and Add Broadcom

The trades show renewed faith in Nvidia’s AI-driven profit outlook and position ARK ahead of Broadcom’s September results.

Bank of America Raises AI Data‑Center Forecast to $2.2 Trillion and Puts Server CPU TAM Above $210 Billion

Dan Ives Leaves Wedbush to Launch 'Modern Merchant Bank' Focused on AI

SK Hynix Hits Roughly $1 Trillion Market Value

Adobe Authorizes $25 Billion Buyback as It Ramps Up AI Tools and Partnerships

Intel in Advanced Talks With Google and Amazon on AI Chip Packaging

TSMC Tightens Foundry Grip as 2nm Enters Mass Production and AI Orders Power 2025 Surge

Palantir’s AI Surge Collides With Lofty Valuation as BofA Reaffirms Buy

TSMC August Sales Point to a Q3 Beat as AI Orders Accelerate