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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.
Ai Chips
58 trends tracked about this subject — the full history, oldest to newest below.
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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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Business
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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.
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Business
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Arizona’s chip footprint grows, but TSMC’s water demand sparks questions
8 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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Nvidia Customers Notified About AI-Related Price Hikes Above 15%
Nvidia is notifying major customers of AI server and chip price increases exceeding 15% amid rising memory costs and surging AI demand.
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Business
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Dow Jones Futures: Sandisk, Micron, Credo Lead Painful AI Losses; Market Rally Near Key Test
Dow Jones futures indicate a sharp downturn in AI chip stocks, with Micron and Sandisk leading a broader market pullback.
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Business
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Cerebras shares plummet 16% after results fail to impress investors
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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TSMC Sales Jump 45% On Strong AI Chip Demand But Investors Shrug
TSMC reports a 45% surge in July revenue driven by artificial intelligence demand, yet investors respond with muted enthusiasm.
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Business
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Intel plans $15 billion share sale as turnaround rally lifts stock
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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Microsoft’s Homegrown AI Chip Effort Shows Signs of Life After Slow Start
Microsoft is accelerating its custom AI hardware strategy with a massive order of Maia 300 chips from TSMC to curtail its reliance on Nvidia.
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Business
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Intel Selling $15 Billion in Common Stock as AI Demand Booms
Intel is launching a $15 billion common stock offering to capitalize on the accelerating global demand for artificial intelligence chips.
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Business
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Why Nvidia Stock Still Trades at a Heavy Discount to Chip Rivals
4 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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Hugging Face CEO says China is winning the AI race and dominating on open models
4 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, 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.