▲ Peaking
Business
Why Nvidia Stock Still Trades at a Heavy Discount to Chip Rivals
Nvidia faces a massive demand-supply gap for its AI chips while its stock continues to trade at a discount relative to chip rivals.
Ai Chips
27 trends tracked about this subject — the full history, oldest to newest below.
▲ Peaking
Business
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Hugging Face CEO says China is winning the AI race and dominating on open models
Hugging Face CEO asserts that China is currently winning the AI race by dominating the development and distribution of open models.
↑ Rising
Business
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Nasdaq, AI Chip Stocks Snap Back After Market Sell-Off; Amazon, Apple Move On Earnings Late
Nasdaq and AI chip stocks are rebounding following a market sell-off, while investors await late earnings reports from Apple and Amazon.
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Business
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SK Hynix second-quarter profit surges 557% to a new high
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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US Tech Stocks Poised to Slide as Global Chip Selloff Deepens
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Nasdaq set for lower open as AI worries mount ahead of pivotal earnings
1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Nasdaq futures fall after Asia chip stock sell-off; investors await earnings blitz: Live updates
Nasdaq futures decline as AI chip worries and a sell-off in Asian markets precede a pivotal series of corporate earnings reports.
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Business
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Memory Frenzy Primes China Champion CXMT for Historic Debut
9 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Technology
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Global PC sales decline in Q2 2026, marking the first drop after nine quarters of growth
Global PC shipments have fallen for the first time in nine quarters as a memory shortage and AI chip demand disrupt the hardware market.
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Business
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Samsung, SK Hynix to Ink Large Chip Supply Deals With US Firms
Samsung and SK Hynix are preparing massive AI chip supply deals with U.S. firms, anchored by a $500 billion partnership between Nvidia and SK Group.
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Business
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How the 'twin stars' of China, CXMT and YMTC, changed the chip game
China's semiconductor industry is shifting through the rise of 'twin stars' CXMT and YMTC amid a strategic race to bypass American AI chip restrictions.
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Business
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Trump's push for American-made AI chips hits TSMC's margins
TSMC faces significant margin pressure as it expands U.S. semiconductor investments to $165 billion amid political pushes for domestic AI chip production.
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Business
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Stock market today: Nasdaq leads Dow, S&P 500 futures higher as chip stocks revive
U.S. stock indexes are fluctuating as a rebound in chip stocks and hopes for diplomatic talks clash with volatile oil prices and geopolitical tensions.
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Business
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TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment
TSMC is expanding its footprint in Arizona by adding a major financial investment driven by artificial intelligence chip demand.
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Business
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TSMC posts 77% profit jump for Q2, surging past market expectations
TSMC reports record Q2 profits driven by AI chip demand, alongside a massive $100 billion expansion commitment for its Arizona facilities.
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Business
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ASML capacity upgrade soothes AI chip bottleneck fears
ASML is scaling its shipping capacity and raising financial guidance to address the urgent demand for AI-driven advanced semiconductors.
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Business
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TSMC to add 2 advanced chip packaging plants in Chiayi, Taiwan minister says
TSMC is expanding its advanced chip packaging footprint in Chiayi, Taiwan, to meet rising demand for AI-driven semiconductors.
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Business
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SK Hynix CEO Warns 2027 Will Be Memory’s “Worst Year” Ever, With Shortages Set To Outlast The Decade
SK Hynix leadership warns of unprecedented memory shortages stretching past 2030 amid massive AI demand.
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Technology
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Apple’s M6, M7 and M8 Chips Show How AI Is Reshaping the Company
3 news sources are covering this Technology story right now — PULSE is tracking how fast it spreads.
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Business
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Trump admin eases export controls for UAE; Warren blasts 'corrupt' provision
The Trump administration has loosened export restrictions on AI chips and military hardware for the UAE, sparking a political clash with Senator Elizabeth Warren.
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Business
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AI chip boom lifts Samsung profits by 1,800%
Samsung Electronics reports an 1,800% profit surge tied to AI chip demand, yet the company's shares are experiencing a post-earnings decline.
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Business
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Micron Breaks Ground on $9 Billion Plant Expansion in Japan
9 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Taiwanese Authorities Reportedly Raid Supermicro in Move That Could Signal Big Change For AI Chip Exporters
Taiwanese authorities have raided Super Micro offices amid a widening investigation into the smuggling of artificial intelligence chips.
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Business
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Micron stock jumps 10% as soaring prices from memory crunch lead to quadrupling of revenue
Micron shares surge as memory-price boom fuels record revenue and sparks AI chip rally
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Business
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S&P 500 is little changed as chips slide before Micron earnings: Live updates
The S&P 500 faces a critical juncture as semiconductor volatility and impending earnings reports drive market uncertainty.
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Business
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Intel, Micron, SpaceX, Apogee Therapeutics, and More Stocks That Explain Today’s Market
Market analysts are tracking shifting volatility and AI-driven growth as investors focus on semiconductor and aerospace stocks.
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Business
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Amazon in Talks to Sell Custom AI Chips in Bid to Cut Nvidia’s Dominance
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.