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Broadcom Surges on AI Chip Momentum as Analysts Eye Long-Term Upside

Broadcom shares climb as AI semiconductor revenue grows at triple-digit rates, with analysts weighing long-term upside through 2028.

Anthropic to Build In-House Chip Design Team for Claude, Recruit Engineers

Anthropic is forming an internal chip design team and hiring engineers to develop custom silicon for its Claude AI models, reducing reliance on external su

SpaceX Endorsement Lifts Nvidia Shares as Musk Commits to Its AI Chips

Nvidia shares rose after Elon Musk said SpaceX will use only Nvidia chips to build its AI, offering a high-profile boost amid ongoing valuation debates.

Sandisk Shares Slide as Revenue Forecast Falls Short of Elevated Wall Street Expectations

Sandisk shares dropped after its revenue forecast midpoint fell below analyst estimates, raising questions about elevated memory-sector valuations.

AMD Shares Slide After Earnings as Investors Demand a Bigger AI Payoff

AMD stock fell about 5% after its latest earnings as investors sought a bigger AI payoff, citing muted upside and margin concerns despite analyst optimism.

AMD Targets Nvidia’s Data Center Dominance With Helios Rack-Scale System

AMD unveils Helios, a rack-scale system targeting Nvidia's data center dominance, even as its shares slide amid intense AI chip competition.

SoftBank Jumps 10% as Strong Earnings and AI Rally Lift Asian Tech Stocks

SoftBank shares surged around 10% after strong quarterly earnings and a Wall Street AI rally lifted Asian technology stocks, including Samsung and SK Hynix

AMD Earnings Loom as Key Test for Chip Sector and Momentum Stocks Amid Price Divergence

AMD reports earnings Tuesday in a print seen as a bellwether for chips and momentum stocks, as investors weigh strong results against weak price action.

CXMT Plans Second Beijing Chip Plant, Seeks Funding to Expand Memory Output

Chinese memory chipmaker CXMT is planning a second Beijing plant and is in funding talks to expand DRAM output amid rising demand and U.S. tech restriction

Micron Shares Dip as Citi Pulls Catalyst Watch Amid Memory Sector Jitters

Micron shares slipped after Citi pulled its catalyst watch, adding to memory-sector jitters, though analysts say long-term AI demand fundamentals remain in

South Korea’s KOSPI Posts Record Rally as Chip Giants Fuel Global AI Trade Optimism

South Korea's KOSPI logged its best-ever day as Samsung and SK Hynix surged on AI demand, while the Bank of Japan held rates steady.

Apple Faces $460 Billion Selloff as Chip Shortages Cloud Growth Outlook

Apple is heading for a $460 billion market value drop, its worst post-earnings slide in 13 years, after cautious guidance tied to chip shortages.

Micron Shares Slide After Tim Cook Signals Push for More Memory Suppliers

Micron stock slid after Apple CEO Tim Cook signaled a push to diversify memory chip suppliers amid rising prices, unsettling investors betting on pricing p

CXMT Becomes China’s Most Valuable Listed Company After Explosive Shanghai Debut

Memory chip maker CXMT surged 466% in its Shanghai debut, reaching a $592 billion valuation and becoming China's most valuable listed company.

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