Super Micro dives after cofounder charged with allegedly smuggling AI chips to China
plunged over 25% in premarket trading on Friday after cofounder Yih-Shyan “Wally” Liaw, another worker, and a company contractor were charged by US prosecutors with allegedly conspiring to sell $2.5 b...
Elon Musk gives an estimate for Tesla’s AI6 chip timeline... while the AI5 is still unfinished
CEO Elon Musk said yesterday that the company’s AI6 chip could, with “some luck and acceleration using AI,” be finalized and sent to manufacturing by December. For those paying attention, Tesla hasn’t...
Micron blew the lights out on earnings, so why is the stock dropping?
For a company of its size, delivered one of the most stunning beats in recent memory yesterday, with shades of in the early days of the AI boom, as revenue came in 21% ahead of Bloomberg-compiled an...
Micron reports another stellar quarter and blowout guidance
is whipsawing in after-hours trading despite reporting another quarter of fantastic results with an even better outlook. For its fiscal Q2 (the period ended February 2026), the memory chip specialist ...
Optics stocks rise as executives signal more AI-related demand
Optics companies , , and rose Wednesday on signs that their products are in high demand as artificial intelligence infrastructure expands. All three stocks were up in recent premarket trading. Applie...
Nvidia’s Jensen Huang says the chip designer is getting closer to selling AI chips to China
H200 sales to China are back 𝚘̶𝚗̶ 𝚘̶𝚏̶𝚏̶ 𝚘̶𝚗̶ 𝚘̶𝚏̶𝚏̶ 𝚘̶𝚗̶ 𝚘̶𝚏̶𝚏̶ 𝚘̶𝚗̶ 𝚘̶𝚏̶𝚏̶ 𝚘̶𝚗̶ 𝚘̶𝚏̶𝚏̶ on the menu. Bloomberg headlines from conference in San Jose on Tuesday indicate that CEO Jensen Huang said th...
Corporate America won't shut up about agentic AI, or AI in general
At its annual developer conference Monday, Nvidia CEO Jensen Huang unveiled a jaw-dropping number that briefly sent the chipmaker’s shares soaring: at least $1 trillion in expected revenue from its ne...
Nvidia keeps giving Wall Street everything it wants — without getting rewarded
At GPU Technology Conference, CEO Jensen Huang stressed that the chip designer could be everything to everyone in AI. And that, along with a mammoth revenue outlook, was everything that Wall Street w...
Nvidia pushes further into the autonomous vehicle space to compete with Tesla and Waymo
On Monday, announced that it was expanding its partnerships with both and , positioning itself as the technical backbone for future robotaxi fleets as it pushes deeper into the autonomous vehicle ma...
Nvidia briefly spikes after Jensen Huang sees at least $1 trillion in AI chip sales through 2027
One. Trillion. Dollars. That’s how much CEO Jensen Huang sees the company making through sales of AI chips through 2027, at least. “I am certain computing demand will be much higher than that,” he ad...
Sandisk and memory stocks rip ahead of Nvidia CEO’s speech
Memory stocks such as Sandisk, Micron, and disk drive makers Western Digital and Seagate sprinted ahead Monday, as this week’s big AI conference for tech bellwether Nvidia gets underway with a speech ...
What Wall Street’s looking for from Jensen Huang’s keynote GTC address
GTC, Nvidia’s big event this week, stands for GPU Technology Conference. Yet, the media and Wall Street expect the main thrust of Jensen Huang’s keynote address will be how the chip designer is going ...
What we know about Tesla’s Terafab project, which Musk says is launching in a few days
On Saturday, CEO Elon Musk said the company’s massive chip manufacturing project, Terafab, would launch in seven days. The goal is to build a semiconductor fabrication plant that produces 100 billion...
When Jensen Huang speaks, Nvidia usually falls
Ahead of Nvidia’s GTC keynote address this afternoon, I’ll make a confession: I find often find myself a bit entranced when CEO Jensen Huang speaks. It’s something about his oration and imagination — ...
Hon Hai’s profit miss is still good news for the AI boom
Major and supplier Hon Hai (better known as Foxconn) reported a set of mixed Q4 results. The electronic components manufacturer posted revenues of NT$2.61 trillion, ahead of estimates for NT$2.45 tr...
Micron rises after closing acquisition of PSMC’s Tongluo P5 site, plans to nearly double clean room manufacturing space
rose 4% in premarket trading on Monday after the memory manufacturer announced that it had closed the acquisition of Powerchip Semiconductor Manufacturing Corporation’s (PSMC) P5 site in Tongluo, Taiw...
Memory stocks rebound off last weeks losses
Memory stocks , , , and rose again Friday, putting these crucial providers of chips for AI inference work on track for big weekly gains after last week’s steep losses following the outbreak of war wi...
AI “bottleneck” stocks are the big winners halfway through a tumultuous week
Memory stocks and chip machinery companies are bouncing Wednesday, following a strong Oracle earnings report that bolstered confidence in the durability of the AI data center build-out. In fact, is t...
Meta doubles down on custom inference chips after reportedly scrapping training chip
said today that it’s expanding its custom silicon development to include four new generations of Meta Training and Inference Accelerator (MTIA) chips. The announcement comes just weeks after The Infor...
Nvidia partners with Mira Murati’s Thinking Machines Lab for 1 gigawatt of Rubin GPUs
announced a “long-term” partnership with AI startup Thinking Machines Lab, founded by former OpenAI executive Mira Murati. The deal involves an investment from Nvidia and a commitment to provide 1 gig...