Chip stocks are in a bubble, at least by this definition, says analyst
The burbling question about whether bubbles have formed in the US stock market seems to have simmered down slightly, as the S&P 500 has stalled out around record highs for the last month and a half or...
Needham hikes price target on Micron by 50% to $300 ahead of earnings on tight memory chip supplies
Needham analyst Quinn Bolton boosted his price target on to $300 from $200 ahead of its Q1 fiscal 2026 results, scheduled to be released on Wednesday. While there have been numerous media reports tha...
Nvidia’s favorite stocks are getting shellacked as AI credit risk spreads
Nvidia’s “ House of GPUs ” is looking a little wobbly. Shares of , , and — three of the four biggest equity positions held by the chip designer as of September 30 — are getting crushed on Monday. Nvi...
Markets end the week in the red as Broadcom and Oracle concerns drag the entire AI trade down
The markets ended Friday down, as negative sentiment following ’s earnings combined with a Bloomberg report saying is delaying some data centers for OpenAI to 2028 from 2027 weighed on everything con...
Broadcom’s post-earnings tumble is weighing on Google’s entire AI ecosystem
’s post-earnings plunge is prompting a sharp pullback in Google-linked AI stocks, which had been on fire thanks to the warm reception to Gemini 3. The stocks getting hit hard: , which supports Broadco...
Nvidia gains after report that there’s so much demand from China it’s considering boosting H200 output
Shares of caught a bid in premarket trading after Reuters reported that the chip designer has told customers in China that it is considering adding more capacity to produce H200 chips in light of a d...
Broadcom tumbles despite top- and bottom-line beat on dearth of new major customers
Custom chip specialist rallied after delivering a top- and bottom-line beat in Q4 along with a robust outlook for the current quarter, but those gains fizzled out and turned to deep declines during t...
Hot DRAM! Micron up on memory price spike
Memory and storage chip maker has had a healthy run, with shares doubling 85% over the last three months, thanks in part to spiking prices for its core DRAM product amid the AI investment boom. In a ...
China’s DeepSeek is using banned Blackwell chips to train its newest AI model, The Information reports
DeepSeek, the Chinese AI startup whose chatbot built on the cheap turned the US tech world upside down in early 2025, is using “several thousand” of top Blackwell chips to build its next model, per T...
JPMorgan said Marvell’s management told them their Microsoft and Amazon custom chip business is on track, contradicting other reports
The latest release from the Marvell Chipematic Universe is out: JPMorgan analyst Harlan Sur hosted a meeting with President and COO Chris Koopmans and Senior VP of Investor Relations Ashish Saran on ...
Nvidia sheds gains after FT reports that China may limit access to H200 chips despite Trump’s announcement yesterday
There’s no easy fix to Nvidia’s China problem . The world’s most valuable publicly traded company had extended Monday’s gains during after-hours trading yesterday on the heels of US President Donald T...
President Trump says that Nvidia can begin to sell its H200 chips to China, with 25% of proceeds going to US government
US President Donald Trump confirmed after the close on Monday that will be allowed to ship its H200 chips to China, sending shares of the chip designer up more than 1% in the after-hours session. Per...
Marvell sinks after Benchmark cuts company, saying that it lost its Amazon custom chip design business
Over the past two trading days, has faced vexing questions about its relationship with its top two custom chip hyperscaler customers. Shares are tumbling, down 9% as of 10:21 a.m. ET. Late last week,...
Micron rises on price target boost, positive signs from overseas on memory chip pricing
is starting this week as it ended the last one — trading up — with the stock about 2.6% higher as of 7:35 a.m. ET on Monday. Susquehanna boosted its price target on the US memory chip specialist by 50...
Microsoft is in talks to shift its custom chip business to Broadcom from Marvell, The Information reports
The Information’s profile of custom chip specialist includes this tidbit: “And now Microsoft is also in talks to design future chips with Broadcom, which would involve Microsoft switching its busines...
Memory stocks soar as AI supporting cast repairs damage from steep November declines
There’s not much rhyme or reason to it, but memory stocks are ending the week with a stellar showing. Shares of high-bandwidth memory specialist , hard disk drive sellers and , and flash memory compa...
Report: US senators plan to introduce bill blocking Nvidia from selling advanced chips to China for 30 months
US senators are on the verge of introducing a bill that would block from selling its H200 or Blackwell chips to China for 30 months, the Financial Times reports . The H200 is Nvidia’s best chip from ...
Google’s AI chip business could be a $900 billion boon for the company
may be sitting on a massive new business that it has yet to fully exploit. Google’s custom tensor processing unit (TPU) AI chips have been getting a lot of attention recently , making the tech world w...
Intel sinks on news it will hang on to networking unit
dropped in early trading Thursday after it disclosed plans to retain ownership of its networking unit following a strategic review of operations. The unit, known as NEX, makes products like infrastru...
Seagate, Western Digital stumble amid reports of customer resistance to AI
Hard disk drive makers and slumped Wednesday following a report from The Information that Microsoft is facing pushback from software clients who don’t want to pay more for AI-optimized products. Mic...