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Dell posted a massive earnings blowout driven by soaring AI demand, with AI server orders hitting $60.9 billion and backlog reaching $95 billion. COO Jeff Clarke highlighted widespread supply shortag…
Intel's recent surge reflects massive AI server demand outstripping supply, with Xeon 6 ramping rapidly. While data center demand remains robust across the semiconductor industry, heavy supply constr…
Applied Materials stock nearly tripled on anticipated 30%+ 2026 semiconductor equipment growth tied to AI-driven fab buildouts, though supply chain constraints—not demand—are pacing revenue realizati…
Sandisk (SNDK) stock surged 2,800% on AI-driven NAND memory shortage; analysts remain overwhelmingly bullish despite valuation concerns, citing sustained AI infrastructure spending by hyperscalers li…
Amazon surged 14.9% on blockbuster AWS growth (37% YoY) and reaffirmed $220B capex plan, while Apple sank 9.4% on weak guidance tied to AI chip supply constraints. Indices edged higher, led by mega-c…
Micron's stock surged 665% on AI-driven memory demand, but rich valuations and price-capping customer contracts raise questions about further upside despite strong fundamentals.
Nvidia CEO Jensen Huang confirmed robust demand for AI chips but noted persistent supply constraints. Despite broader market skittishness and geopolitical concerns, Nvidia remains a central barometer…
Tesla and SpaceX plan to build a massive semiconductor fab, boosting Tesla's AI ambitions and setting the stage for a potential merger by 2027, supporting long-term growth.
Tesla plans a new Austin-based semiconductor venture, Terafab, to develop AI and robotics chips, reducing reliance on external suppliers amid growing chip demand, with long-term ambitions for space c…
Tesla shares rose after CEO Elon Musk announced the upcoming launch of the Terafab semiconductor manufacturing project, aiming to secure chip supply for AI-driven vehicles and robotics, signaling a s…
Tesla's CEO Elon Musk announces launching the Terafab AI chip project in seven days to boost autonomous driving chip supply amid manufacturing challenges.
Nvidia's upcoming GTC conference is anticipated to provide incremental product roadmap details, reinforcing its AI platform strengths, but analysts caution against expecting a major stock breakout fr…
Apple faces a memory chip shortage but anticipates strong iPhone 17 sales. CEO Tim Cook hinted at price adjustments, with Apple likely to absorb price increases to gain market share, potentially pres…
Nvidia considers expanding production of its H200 AI chips due to strong Chinese demand enabled by US export approvals, while facing capacity limits and competition from Google for advanced chip manu…
Russia's AI ambitions falter due to sanctions cutting off high-end chip supplies, causing severe GPU shortages, reliance on China, and a brain drain of top AI talent, leaving its AI development years…
Tesla’s future relies on its AI5 chip produced by Samsung and TSMC with volume production by 2027; high costs and supply challenges may limit near-term growth but the chip promises superior efficienc…
Nvidia is set to report record Q3 results with AI-driven revenue growth, but supply constraints and geopolitical risks pose challenges, while power grid limits may cap data center expansion. Investor…
Huawei revealed a three-year Ascend AI chip roadmap and SuperPod clustering to challenge Nvidia, touting massive interconnect gains, while analysts caution that manufacturing, yields and raw performa…