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Alphabet's massive AI capex guidance ($195-205B for 2026) signals continued hyperscaler spending, boosting semiconductor and infrastructure stocks like Nvidia, memory makers, and Intel, even as Magni…
AI memory supercycle drives explosive growth for Sandisk (SNDK), with record revenue and backlog, while TSMC price hikes signal tightening chip supply amid semiconductor sector volatility.
While NVIDIA continues to perform, investors are wary of export restrictions impacting profit margins. Meanwhile, memory chip manufacturers Micron and Sandisk are experiencing explosive growth driven…
Elon Musk announced Tesla's ambitious semiconductor expansion to meet rising AI and robotics chip demands, potentially reshaping industry supply amid constrained capacity and substantial capital inve…
Tesla plans to launch a major chip fabrication project called Terafab to support its AI-driven ambitions, including robo-taxis and humanoid robots, addressing chip shortages and supply chain issues w…
Rising energy prices due to the Middle East conflict pose inflation risks and complicate central bank decisions. Australia hiked rates; global central banks are cautious. South Korean chip shortages …
Tesla plans a costly new chip fabrication plant (Terafab) to address supply shortages and boost AI chip production, risking prolonged high capital expenditures and potential negative cash flow starti…
Apple's iPhone revenue surged 23% led by strong Q1 sales, but supply chain challenges and rising chip costs may constrain growth despite optimistic profit margin forecasts.