CyberTAN unveiled a liquid-cooled AI networking design built around Marvell’s Teralynx T100 specifications on Tuesday, October 13, giving investors a…
AMD stock is back in the market’s spotlight as investors weigh a fresh earnings date against an AI trade that…
Advanced Micro Devices crossed the $1 trillion market-cap line on Monday, then held near the milestone Tuesday as investors kept…
Intel shares did something on Monday that changes the near-term forecast more than another upbeat semiconductor headline: they jumped through…
Article BriefKey Takeaways4 Points24s Read01The Split-AMD fell 3.71 percent and Intel 4.02 percent on 19 August while Nvidia fell 0.99…
Article BriefKey Takeaways4 Points24s Read01The Number-ByteDance and Tencent have each received about 10,000 Nvidia H200 accelerators. US licence terms permit…
Article BriefKey Takeaways4 Points24s Read01The Move-Samsung raised advanced contract chipmaking prices by 5 to 15 percent from July, according to…
Article BriefKey Takeaways4 Points24s Read01Intel announced a $15 billion underwritten stock offering Monday, with a $2.25 billion overallotment option —…
Article BriefKey Takeaways5 Points30s Read01Availability-Ironwood reached general availability on April 22, 2026, but Google publishes no on-demand price for it,…
Article BriefKey Takeaways4 Points24s Read01Three models-Google shipped Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber on July 21 —…
Article BriefKey Takeaways4 Points24s Read01The number-Amazon's custom silicon business runs at a $20B+ annual pace, up nearly 40% in Q1…
CoreWeave says the first measured result from a live NVIDIA Vera Rubin NVL72 rack delivered up to 10 times the…
NVIDIA has introduced two smaller Jetson Thor computers with a claim that deserves more scrutiny than the raw specifications: the…
Intel has placed High NA EUV inside a shipping-product manufacturing flow, but the narrowness of that achievement matters as much…
Article BriefKey Takeaways5 Points30s Read01The setup-Four companies — ASML, Applied Materials, Lam Research and KLA — sell nearly all the…
Market BriefKey Takeaways5 Points30s Read01The move-Lumentum closed July 9 at $794.30, up 12.33% — about eight times the Nasdaq's gain…
Article BriefKey Takeaways5 Points30s Read01The move-Lam Research closed July 9 at $353.17, up 6%, after TD Cowen, Mizuho, Morgan Stanley…
Article BriefKey Takeaways5 Points30s Read01The deal-Qualcomm is buying AI-software startup Modular for about $3.9 billion in all stock, closing in…
Micron walks into its fiscal third-quarter report on June 24 carrying something unusual for an earnings night: a stock that…
The most-owned trade in the market is the AI chip — Nvidia, the accelerators, the names every investor can recite.…
When Cerebras Systems posts its first quarterly report as a public company after the closing bell on June 23, the…
$205.42· 0.00 (0.00%)Market Cap$4.97TDay Range$203.44 – $207.0752-week range$141.84 – $236.26Consensus target$298.93 · Buy (61 analysts)Forward P/E≈23×Next earningsAug 25, 2026As of…
$124.57▲ +7.61 (+6.51%)Market Cap$626.1BDay Range$115.33 – $127.6052-week range$18.96 – $132.75Consensus target$93.12 · Hold (48 analysts)Forward P/E≈147×Next earningsJul 22, 2026As of…
Article BriefKey Takeaways3 Points18s Read01Infrastructure angle-Onto Innovation is an AI-chip infrastructure name because HBM, 2.5D packaging, gate-all-around logic, and chiplet…
Oracle and Broadcom are now chasing the same AI infrastructure budget, but they are not selling the same thing. Oracle…
Article BriefKey Takeaways4 points24s read01Market clock-U.S. equities are closed Monday, May 25, 2026, for Memorial Day; AMD's next regular session…
Broadcom stock does not have a normal Monday open to react to. At 12:12 a.m. in Pakistan on Monday, May…
Article BriefKey Takeaways5 points30s read01The frame-NVIDIA’s May 20 report should be read as an AI factory audit: demand, bottlenecks, financing,…
Article BriefKey Takeaways5 points30s read01The setup-Broadcom has already won the custom-AI-silicon narrative; the harder question is whether gigawatt commitments deserve…
This article is market commentary, not financial advice. Newly public stocks can be unusually volatile, and Cerebras has only a…