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Qualcomm secured a multi-generational data center silicon deal with AWS for custom AI inference chips. Amazon received warrants to buy $4 billion in Qualcomm stock, contingent on up to $60 billion in…
Chinese AI chipmaker Enflame surged 206% in its Shanghai debut, completing public listings for China's 'four little dragons'. Backed by Tencent, Enflame aims to replace Nvidia chips amid US export cu…
Huawei reported a 36% H1 profit plunge due to soaring costs and massive R&D spending to overcome U.S. sanctions. While revenue grew 9.6%, profitability is under pressure. Huawei is heavily investing …
OpenAI unveiled Jalapeño, a custom inference chip built with Broadcom, outperforming Nvidia's GB200 and GB300 in efficiency benchmarks. While deployment begins in late 2026 and OpenAI continues using…
AMD shares declined 3.7% following news of a major custom AI chip partnership between Google and Marvell Technology. The deal stoked competitive concerns across merchant semiconductor and custom sili…
Broadcom shares slipped over 4% after Google expanded its custom AI chip partnership with Marvell Technology. Although existing Broadcom projects remain active and analysts keep bullish price targets…
Broadcom shares slid after Google expanded its custom AI chip partnership with Marvell, threatening Broadcom's dominant market share. Although Broadcom maintains a supply deal with Google through 203…
The S&P 500 CAPE ratio has reached 42.5, nearing dot-com bubble levels amid soaring AI valuations. While tech leaders like Nvidia generate massive profits, rising Chinese competition and uncertain AI…
ARK Invest continues buying Nvidia shares while also increasing its stake in challenger Cerebras Systems after its post-earnings selloff. Wall Street remains bullish on Cerebras despite margin pressu…
Nvidia unveils $500B AI data-center financing platform with Apollo, BlackRock, Blackstone, KKR to fund compute demand, easing capital-access fears despite growing hyperscaler diversification and comp…
Intel priced a $20B stock offering to fund its foundry and AI chip expansion, following strong Q2 revenue growth of 25% YOY. Stock surged 373% over the past year despite dilution concerns and GAAP ne…
Intel launched a $15B stock offering to fund AI-driven capacity expansion, citing surging demand for CPUs and data center chips. Shares dipped 3% premarket on dilution concerns despite strong underly…
MediaTek eyes 15-20% of $80B custom AI-chip market by 2027, potentially becoming Google's second TPU supplier. Broadcom retains firmer position via 2031 agreement and Anthropic deal, limiting near-te…
AMD launched its Helios rackscale AI system to directly challenge Nvidia's dominant AI server ecosystem, targeting full-rack sales rather than individual chips, intensifying competition in the AI inf…
Chip stocks sold off after reports a Chinese state-backed firm mass-produces chip-making machines, plus CXMT's large trading debut, raising competition fears and pressuring semiconductor and AI-relat…
AMD gains momentum with Anthropic deal, Microsoft Azure partnership, and Turing workload migration, challenging Nvidia's AI chip dominance. Nvidia still controls 80% of market but both companies pois…
Arm now leads AI server chip value at $53B, with royalties surging via Armv9. Its new AGI CPU, backed by Meta, puts Arm in direct competition with major licensees like Amazon, Google, Microsoft, and …
AMD shares climbed 4.4% despite a market slide, boosted by an Anthropic partnership and AI-driven server CPU growth. High correlation to S&P 500 makes it an amplifier, not a diversifier, with strong …
AMD's revenue continues steady growth ($10.3B Q1 2026, 14% margin) while Intel shows recovery signs under new CEO with 7% YoY growth despite negative margins, signaling intensifying competition in AI…
Google reportedly developing new server chip, while broader market shows mixed midday trading with Dow down but S&P 500 and Nasdaq up on chipmaker strength.