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Business
Apple still charging 300% of costs on iPhone storage upgrades, says WSJ
9 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
Ai Chips
95 trends tracked about this subject — the full history, oldest to newest below.
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AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD shares surge as record data center growth puts the company on track to potentially outpace Intel in revenue for the first time.
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Wall Street May Be Underestimating This Smaller AI Chip Stock
Analysts are debating whether Marvell Technology is a risky investment or a deeply undervalued AI infrastructure play as earnings approach.
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Micron Stock Pops as Rival SK Hynix Fuels AI Frenzy With Two Bombshells
Micron shares rally following a significant revenue beat by competitor SK Hynix, signaling heightened demand for AI-driven memory chips.
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SK Hynix’s Profit Surge, $45 Billion Payout Fuel AI Rally
4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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SK Hynix profits soar amid roaring AI chip demand
SK Hynix shares surge as soaring artificial intelligence chip demand drives a massive planned shareholder return.
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SK Hynix shares soar over 8% as profit beats, chipmaker to return $25 billion to investors
SK Hynix shares surge over 8% following a profit beat driven by AI chip demand and a plan to return $25 billion to investors.
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Exclusive | Broadcom CEO Intervened to Seal $63 Billion Anthropic Debt Deal
Broadcom's CEO personally intervened to secure a landmark $63 billion debt deal ensuring Anthropic can acquire more of the company's AI chips.
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Elon Musk Says Neoclouds Are Cooked, and SpaceX Won't Be Buying Them
Elon Musk predicts a "guppy-level death" for neocloud providers as SpaceX secures $40 billion in debt to acquire its own AI chips.
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EXCLUSIVE: ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders
ByteDance, Alibaba, and Tencent place massive orders totaling over $35 billion for Nvidia's new export-compliant GPUs.
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How DeepSeek Is Shaping Huawei’s AI Chips in a Growing Challenge to Nvidia
Chinese tech giants place $35 billion in Nvidia orders as DeepSeek teams with Huawei to mount a rival AI‑chip push.
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Not Nvidia. Not TSMC. This Equipment Maker Is the Real Bottleneck in AI Chip Production.
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
Taiwan to Curb AI Chip Exports to China as Part of US Trade Deal
Taiwan plans to curb AI chip exports to China and criminalize smuggling as part of a broader trade alignment with the United States.
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TSMC Stock Falls After Blowout Earnings. Musk Talks Could Offset AI Chip Fears.
TSMC shares fell despite record Q3 2026 earnings driven by robust artificial intelligence chip demand.
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Chip-Gear Giant ASML Posts Mixed Q3 Results, Guides Up
12 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Nvidia and AMD Reached a Historic Valuation Split. 1 Stock Is Far Safer.
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Taiwan Semiconductor Manufacturing Just Dropped a Major Bombshell Investors Must Be Aware Of
4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Microsoft plans huge deployment of its own AI chips, with an eye on saving costs
Microsoft reveals a new homegrown AI chip, marking a major step toward independence from Nvidia.
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Microsoft’s new AI chip makes it less reliant on Nvidia’s GPUs
Microsoft unveils the Maia 300 AI chip to challenge Nvidia and reduce its reliance on external GPU suppliers.
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SpaceX Is Becoming a Test of How Much Debt the AI Boom Can Absorb
Coverage from Yahoo Finance tracks a surprising statement about artificial intelligence chips made by Elon Musk and the stock it helps.
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TSMC Q3 2026 revenue hits record on AI chip demand
1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Samsung profit surges ninefold to $80bn on AI chip demand
10 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Samsung forecasts record third-quarter profit of $80 billion on the back of AI boom
Samsung forecasts a record third-quarter profit of $80 billion driven by the artificial intelligence memory chip boom.
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Meta's Muse assistant tops app charts. Now it needs to become a habit
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
Elon Musk Clarifies TSMC's Terafab Role; Grok Adds Rival Models
Elon Musk has taken charge of the Terafab chipmaking venture, dismissing TSMC's potential role while Intel maintains its collaboration.
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Business
AMD plans to substantially increase supply in 2027, CEO says
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
Marvell stock surges after company raises 2028 revenue outlook to $20 billion
11 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Nvidia Heads for $6 Trillion Value With Chipmaker Back at Record
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Qualcomm to pay Huawei for first time in 5G, AI patent breakthrough
Qualcomm will pay Huawei for the first time in a landmark licensing deal covering 5G, AI, and LogicFolding chip technology.
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World's largest building with own weather set to be dwarfed by $119bn Texas megastructure
Elon Musk's $119 billion Terafab semiconductor plant in Texas is poised to become the largest building in the world.
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Exclusive: TSMC Exploring Plans to Work With Elon Musk’s Terafab
TSMC is exploring plans to work with Elon Musk's Terafab project, evaluating a potential Texas investment.
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Prediction: Taiwan Semiconductor Manufacturing Stock Will Skyrocket After Oct. 15
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Prediction: This Artificial Intelligence (AI) Chip Stock Will Make a Big Move in October (Hint: It’s Not Micron)
Market analysts are forecasting a significant October move for Marvell as custom AI silicon deals with hyperscalers reshape the company's growth trajectory.
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Blackstone, Banks Amass $60 Billion for Broadcom’s AI Chip Deal
1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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China’s Tencent leases 100,000 chips from Oracle to accelerate AI push
Tencent has signed a $7 billion deal to lease 100,000 AI chips from Oracle, accelerating its artificial intelligence push.
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EXCLUSIVE: Anthropic's IPO pitch embraces AI's promise and peril
Broadcom plans to lend Anthropic up to $42 billion to lease its chips, according to an exclusive filing reported by Reuters.
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Business
Google Takes the A.I. Data Center Race to Outer Space
Google plans to launch an experimental satellite into orbit to test artificial intelligence chips in space under Project Suncatcher.
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Science
China uses 100,000 home-grown AI chips to build leading weather forecast system
7 news sources are covering this Science story right now — PULSE is tracking how fast it spreads.
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Business
Meta Touts the Cost-Saving Benefits of Latest In-House AI Chips
9 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Oracle Nearly Erases 7% Jump Despite $664 Billion AI Backlog
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Jim Cramer has strong message for Nvidia, Broadcom investors
Financial media outlets are tracking Jim Cramer's market messages alongside stock movements for Nvidia, Broadcom, and Marvell.
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Why Qualcomm’s AI Chip Deal Proves Nvidia Is Still Top Dog
Qualcomm's $60 billion strategic move signals a pivot beyond smartphones as the company navigates a competitive AI chip landscape dominated by Nvidia.
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Regulators Are Investigating Nvidia’s Licensing Deal With Groq
The US Department of Justice has launched an antitrust investigation into a licensing agreement between chip giant Nvidia and AI startup Groq.
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AMD Jumps 6.7% While Amazon Opens a $60 Billion AI-Chip Door
Qualcomm stock rises following an Amazon deal, prompting market analysis on Nvidia and rival chips.
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Qualcomm Signs Deal to Provide Amazon With Custom AI Chips
Qualcomm signs a deal to supply Amazon with custom AI chips, shifting market dynamics across the technology sector.
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Qualcomm stock pops 10% on data center infrastructure deal with Amazon
Qualcomm shares surged 10% following the announcement of a $4 billion deal to develop custom AI chips for Amazon's data center infrastructure.
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ASML to work with major chipmakers to use latest tools for larger chips
ASML is partnering with Intel, Samsung, and TSMC to integrate High-NA EUV technology for the production of next-generation AI chips.
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Micron's $50 Billion Guide Gets an 8.3% Signal From Seoul
Micron Technology's stock has reclaimed the $1,000 mark amid new memory-chip price data and a specific 8.3% signal emanating from Seoul.
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With AI Revenue Set to Surge 400% Over the Next 2 Years, Broadcom Stock Looks Like a Buy on Recent Dip
Broadcom stock is gaining investor attention as projections suggest a 400% surge in AI revenue over the next two years.
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How a Blacklisted Chinese Tech Giant Kept Buying America’s Best A.I. Chips
A blacklisted Chinese server giant used rebranding and an international subsidiary to acquire billions of dollars in advanced US AI chips.
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South Korea exports surpass full-year record, hit $709.4 billion YTD
South Korea's year-to-date exports have hit $709.4 billion, positioning the nation to potentially become the fourth country to reach $1 trillion in annual exports.
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Is AVGO Stock Poised for a Rebound After Broadcom's Strong Q3 Results?
Financial coverage examines Broadcom and Nvidia following recent earnings, analyzing critical metrics for artificial intelligence chip investments.
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Wall Street sees nearly 40% upside for one AI chip giant
Financial analysts suggest a significant valuation gap for Broadcom, citing a potential 40% upside for the AI chip giant.
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Nvidia’s $3.5B MediaTek bet reveals its plan for tackling Big Tech’s AI chip buildout
11 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Nvidia Stock Teases Buy Zone After Beat-And-Raise Report. Watch These Clues.
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Nvidia's Earnings Reveal a New Buyer Class Outgrowing Microsoft, Google and Amazon
2 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Broadcom Is About to Face Nvidia's Impossible AI Bar
Broadcom faces increasing market scrutiny as it attempts to scale AI revenue to meet the high performance benchmarks set by Nvidia.
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Trump Administration Working on AI Rule to Curb China’s Remote Access to Chips
The Trump administration is developing new AI rules to prevent China from utilizing remote access to reach high-performance computing chips.
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Nvidia's valuation looks surprisingly cheap heading into earnings. Could it be an issue for the stock?
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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Western Digital: Time To Jump In Before Beast Mode Arrives Again (NASDAQ:WDC)
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.