What AI Slowdown? Nvidia Rallies As Meta, Microsoft Boost Data Center Spending. Meta Platforms and Microsoft aren't slowing their spending on AI data centers, defying skeptics who have predicted a pullback.
Why Are Nvidia, Broadcom And Other Chip Stocks Soaring On Thursday? Tech giants Nvidia, Broadcom, TSMC, AMD, Arm, Micron, and Marvell stocks surge in support of Meta and Microsoft's strong quarterly results.
Samsung Galaxy Sales Soar But Foundry Segment Lags As Trump Tariffs Loom Samsung Electronics Co (OTC: SSNLF) reported record-high Q1 revenue growth, driven by strong sales of flagship products and high-value-added items.
Taiwan Semiconductor Breaks Ground On Third Arizona Plant Without US Subsidies Amid Trump Tariff Threat Taiwan Semiconductor, the world's largest contract chipmaker, broke ground on its third semiconductor manufacturing fab in Arizona, investing $100B in the US.
Manufacturing Momentum Or Market Mirage? Commerce Secretary Talks Revival, Dismisses Recession Warnings TSMC is manufacturing in the U.S. because of Trump's tariffs, Lutnick insists, even though the company benefitted from Biden-era planning.
Intel Ramps Up New Chip Tech To Take On Taiwan Semiconductor's Global Lead Intel plans to build test chips for new manufacturing process, aims to win market share from TSM. CEO Lip-Bu Tan to share progress and partnerships at foundry event.
Intel: Good Quarter, Bad Vibes, Guidance Rattles Investors Intel reported a Q1 earnings beat but offered weak Q2 guidance, leading new CEO Tan to accelerate restructuring efforts focused on core execution.
Nvidia and Broadcom Got Fantastic News From Google Alphabet reported strong demand for cloud and AI solutions.
Could Selling Taiwan Semiconductor Be Buffett’s Biggest Regret? Warren Buffett might have sold out too early from Taiwan Semiconductor stock, leaving a lot more gains on the table for the coming years.
IBM Pledges $150 Billion U.S. Investment, Including Quantum Push IBM said Monday that it will invest $150 billion in the U.S. over the next five years, including quantum computing. IBM stock gained.
Apple's India Game Plan Looks Smarter As Tariff Heat Rises - Analyst Highlights 4 Stocks That Could Benefit Apple's smartest move amidst tariff pressure is to invest in India for assembly & US component suppliers. A fully US-made iPhone is not feasible.
3 Top Big Pharma Stocks Investing Over $100 Billion in the U.S. See these three top-10 stocks in the pharmaceutical industry that are pledging investment in the United States totalling over $100 billion.
Nvidia Faces New Challenge As Huawei Tests Powerful Ascend 910D AI Chip Amid US Sanctions, Aiming To Disrupt High-End Market: Report Huawei is preparing to test its most powerful AI chip, the Ascend 910D, aiming to rival Nvidia's top processors and reduce reliance on U.S. technology amid ongoing sanctions.
