Intel surges amid CES announcements, Mobileye news
surged to a new 52-week high in early trading, though it gave back a large chunk of the early gains by the afternoon. There were few headlines that could clearly explain the run-up of gains, which pea...
Data storage stocks surge as Nvidia CEO calls the market “completely unserved”
soared in early trading, leading the pack of data storage stocks that topped the market last year — including , , and — sharply higher Tuesday. Despite little news on Sandisk itself, its shares were ...
Nvidia’s partners really want you to know they’re involved with Vera Rubin, too
Everybody’s trying to get on the Vera Rubin rocket ship. Nvidia CEO Jensen Huang’s confirmation that its new flagship AI chips are in “full production” sparked a flurry of announcements from partners ...
Nvidia’s autonomous tech gives other automakers a chance to take on Tesla
is known for being an island. While most other carmakers and robotaxi services rely on an intricate web of hardware and software partnerships , Tesla does nearly everything in-house, from vehicle cons...
Nvidia briefly pares losses after Jensen Huang says Vera Rubin chips are in full production
briefly erased its daily drop in postmarket trading after CEO Jensen Huang announced that its Vera Rubin chips are in full production. “If Vera Rubin is going to be in time for this year, it must be i...
Intel rises in early trading after upgrade
Melius Research gave a lift in early trading with an upgrade to “buy” from “hold,” based partly on optimism that the partially nationalized American chipmaker will find a corporate partner to use its...
Micron surges as Foxconn’s sales beat and rivals plan production boosts, underscoring demand for memory chips
The start of the year is bringing more reassuring signs about the longevity and intensity of the AI build-out, letting the good times roll for , with the stock up nearly 4% in premarket trading. Hon H...
Chip stocks post record outperformance of software companies in never-before-seen divergence
One session in 2026 brings one thing we’ve never seen before in markets: a massive divergence between the two big parts of the technology sector. The absolutely trounced the today, with the former g...
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S&P 500 snaps losing streak, buoyed by chip stocks
After a bit of whipsawing, the S&P 500 broke its four-day losing streak . The Nasdaq 100, however, posted a loss, while the Russell 2000 outperformed, climbing over 1%. Energy was the best-performing ...
Nvidia, TSMC rise as the world’s most valuable company reportedly asks for more chips to meet Chinese demand
and are modestly higher in premarket trading Wednesday after Reuters reported that the chip designer asked the Taiwanese chip manufacturing giant to boost production of its H200 AI chips. Earlier thi...
Nvidia strikes licensing agreement with AI inference specialist Groq
reached an agreement to work with AI chip startup Groq to enhance its inference capabilities. CNBC is calling this a $20-billion acquisition in cash, citing the top investor in Groq’s latest financing...
Micron jumps amid report of memory chip price hikes
Shares of are catching a bid on Wednesday after South Korean media reported that its biggest competitors are raising selling prices for a line of high-bandwidth memory chips even though these will so...
Intel drops on report that Nvidia stopped testing the 18A chip production process used by the chip manufacturer
Early on Christmas Eve, shares of are tumbling like Santa off a rooftop after one too many spiked egg nogs. Reuters reports that Nvidia “recently tested out whether it would manufacture its chips usi...
Trump administration says tariffs on Chinese semiconductor imports are coming... in 2027
After a year-long investigation into China’s tactics to bolster its domestic semiconductor industry, the US has determined that its practices are “unreasonable” and is going to do something about that...
AI trade gets its momentum back
The AI trade seems to be ending 2025 as it started: a renewed tear that repairs damage from a recent retreat. Semiconductors, AI infrastructure stocks, AI tech beneficiaries, high beta momentum longs,...
Nvidia plans to begin shipping H200 chips to China by mid-February, per Reuters
Chinese buyers can get their hands on the best chips from Nvidia’s Hopper generation before the new year — their Lunar New Year, that is, which starts on February 17. Reuters reports that the chip des...
Micron’s earnings, soft inflation, and OpenAI valuation chatter revive speculative AI trade
The three biggest news events since markets closed yesterday are all helping spur a big bounce-back for the more speculative companies tied to AI: ’s eye-popping Q2 guidance reaffirmed beyond a shadow...
Micron soars after reporting huge Q1 beat, with Q2 sales guidance ahead of every Wall Street analyst’s estimates
completely erased Wednesday’s big losses in after-hours trading after the memory chip specialist posted stellar results for its fiscal Q1 2026 and a much better outlook for the current quarter than Wa...
Report: China’s “Manhattan Project” built an advanced EUV chip fab prototype
The most advanced chipmaking process in the world is currently owned by one company : Dutch chipmaker . The process, known as extreme ultraviolet lithography (EUV), allows for the smallest, most compl...
Google is reportedly working with Meta to expand software support for its AI chips
dominates the market for AI chips. But its advantage is not limited to hardware. The company has a growing suite of software tools that are usually paired with its chips, optimized to get the most out...