Anthony Scaramucci-Linked AlphaTON (ATON) Rebrands As Alpha Compute In 'Hard To Do' AI Pivot, CEO Terms Nvidia GPUs As 'Core' Balance Sheet Assets

AlphaTON Capital Corp. (NASDAQ:ATON) rebranded as Alpha Compute Corp. on Monday, with shares set to begin trading under the new ticker “ALP,” m

Jim Cramer Says 'This Is Not A Circular Deal' As Amazon, Anthropic Lock In Massive $100 Billion AI Pact: 'Isn't It Possible That Everyone Wins?'

Jim Cramer defended the $100 billion Amazon–Anthropic AI partnership, arguing it is not a "circular deal" despite broader concerns.

Chamath Palihapitiya Calls AI Compute A 'Five-Alarm Fire'—Here's What It Means For NVDA

Chamath warns of a "Friendster effect" at OpenAI and Anthropic as hyperscalers control 60% of compute. Polymarket prices in the next frontier model drop.

9 Information Technology Stocks Whale Activity In Today's Session

Why IonQ Stock Is Powering Up On Monday?

IonQ stock (NYSE: IONQ) rallies on Monday as Northland Capital Markets sets a $55 price target amid a potential short squeeze scenario.

Semiconductors Look Dangerously Overheated After Massive Run: Analyst

After a 13-day NASDAQ rally, BTIG's Jonathan Krinsky analyzes market risks and shares where to find better risk-reward opportunities today.

FOMO Trumps Strait Closure, And Warsh's Logic For Rate Cuts

Fear Of Missing Out

The Meta-Broadcom AI Chip Deal: A Shift From Nvidia Dependence, Not Displacement

Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA

Nektar Therapeutics, Compass Pathways, Sila Realty Trust And Other Big Stocks Moving Higher On Monday

Nektar Therapeutics (NASDAQ: NKTR) rose on positive results for alopecia treatment. Other top gainers include AVEX, CMPS, ATAI, GHRS, POET, SILA, BLD, INV, MXL, KSPI.

MRVL Stock Jumps on Google AI Chip Partnership Talks

Marvell Technology gains attention as Google explores AI chip partnership, potentially boosting its role in data centers.

The AI Efficiency Race: Why Startups Say Nvidia Isn't Optimized

Europe's chip challengers secure big funding to take on NVIDIA as AI shifts from training to real-world inference.

CoreWeave's 50% Stock Jump Isn't The Peak — This Expert Says More Is Coming

CoreWeave stock has surged 50% in April, but SuRo Capital CEO Mark Klein says the AI infrastructure play still has more room to run.

BlackBerry And NVIDIA Tie-Up - What's Going On?

BlackBerry shares dip as QNX expands NVIDIA partnership and wins Leapmotor D19 SUV software deal, signaling growth momentum.

Chip Stocks Show Diverging Trends, Says Analyst

Surging AI demand is driving chip stocks, but imbalances remain. Bernstein analyst Stacy Rasgon weighs in on the sector's divergence.

Exclusive: Tesla's HW3-Equipped Cars 'Legally Blind' In California By DMV Definition, Says Dan O'Dowd—Slams Elon Musk's 'Silicon Valley' Approach

Dan O'Dowd, founder of The Dawn Project, has shared several concerns with Tesla's Full Self-Driving system, deeming it to be unsafe.

BlackBerry Stock Momentum Strengthens On QNX Expansion Into AI, Robotics

BlackBerry stock momentum jumped as QNX drives AI and robotics growth, with double-digit revenue targets and expanding software beyond automotive sector outlook.

$800 Billion AI Spending Drives Rally As Valuations Turn 'A Little Rich'

Market rally update: SC Marwar's Sid Choraria explains why AI investments and profit growth are leading the way, despite valuation concerns.

Industry Comparison: Evaluating NVIDIA Against Competitors In Semiconductors & Semiconductor Equipment Industry

SK Hynix Begins Mass Production Of 192GB SOCAMM2 Offering Double Bandwidth For Next-Generation NVIDIA Vera Rubin AI Servers

Andrew Left Expresses Belief In The System As He Prepares To Go To Trial, Citron Founder Says Stock Manipulation Charges Are 'Bewildering'

Activist short seller Andrew Left is heading to trial on securities fraud charges tied to alleged stock manipulation, denying wrongdoing and insisting his trading practices were lawful as he faces a potential 25-year prison sentence.

BlackBerry's QNX Expands NVIDIA Collaboration, Integrating QNX OS For Safety 8.0 With NVIDIA IGX Thor For Safety-Critical Edge AI Systems

QNX OS for Safety 8.0 and NVIDIA IGX Thor deliver a unified platform for real‑time control, functional safety, and AI at the industrial edge

Google Teams Up With Marvell Technology To Build New AI Chips, Invests Heavily In TPU Strategy Amid Nvidia Dominance: Report

Alphabet Inc. is reportedly partnering with Marvell Technology to develop new AI chips, including a memory unit and next-gen TPU.

Sam Altman-Founded World Network Bottlenecked By Nvidia Chips: Tools For Humanity Executive Says, 'Once We Have A Lot Of These Orbs....'

Tools For Humanity CBO Trever Traina warned Wednesday World Network faces regulatory and logistical hurdles hindering widespread distribution rollout. World ID expansion challenges.

Sundar Pichai Once Described Elon Musk's 'Ability To Will Future Technologies Into Existence' In Just One Word: Here's What The Google CEO Said

Sundar Pichai once praised Musk's ability to turn futuristic ideas into real products, leading to admiration from other tech leaders.

Nvidia Rival Cerebras Files For IPO After Scrapping Plans Last Year

Cerebras Systems has revived its IPO plans with a new SEC filing, aiming to list on Nasdaq as demand grows for AI chip infrastructure and computing power.

AI Coding Startup Cursor Set For $2 Billion Funding Round, Nearly Doubling Valuation With Nvidia Backing: Report

AI coding startup Cursor is reportedly close to raising $2 billion at a $50 billion valuation, backed by major venture and tech firms.

Barclays CEO Flags Anthropic's Mythos AI As Potential Catalyst For Cyberattacks On Global Banks: 'A Serious Issue'

Barclays CEO warned that Anthropic's powerful Mythos AI could expose and exploit vulnerabilities in global banking systems.

Aggressive Buying As Hormuz Strait Opens; Trump Says Inflation Is Fake

Strait Of Hormuz Open

Nasdaq 100 Eyes Historic Daily Win Streak: When Could All-Time Record Be Broken?

The Nasdaq 100 hit 12 straight days of gains. Here's a look at the all-time record and what past 12-day win streaks have meant for the market.

This AI Stock Rocketed 700% — Billionaire Lewis Sanders Is Cashing In (And It's Not Nvidia)

Billionaire Lewis Sanders trims Seagate stake after a 700% rally. The AI storage trade is booming — but is positioning starting to shift?

OpenAI's $20 Billion Deal Sets Up Second Most Likely IPO After SpaceX: What Do Prediction Markets Say?

Polymarket traders are pricing Cerebras as the second most likely company to IPO this year after OpenAI's $20 billion chip deal. Here's the accounting trick.

NVIDIA Stock Is Climbing Higher Today: What's Happening?

NVIDIA shares are trading higher on Friday. Oppenheimer reaffirmed its bullish stance on the chipmaker ahead of its upcoming earnings report.

These 10 Stocks Rose Over 40% Since Trump's Ceasefire Claims: One Hasn't Done This Since 2005

These stocks won big: AMD logged its longest win streak since 2005. Bloom Energy hit a record high. SanDisk surged 60%.

Why IonQ Stock Is Sliding On Friday?

IonQ Inc (NYSE: IONQ) stock falls Friday as short interest hits 22.78%. Explore how DARPA contracts and Nvidia-led momentum impact the quantum leader.

Taiwan Semiconductor Dominates AI Supply Chain, Even Shortages May Not Slow It Down: Analyst

Taiwan Semiconductor 2nm chip shift impacts Nvidia, Apple & AMD. Expert breaks down demand, $30k wafer pricing, and the 2026 margin outlook.

Investigating NVIDIA's Standing In Semiconductors & Semiconductor Equipment Industry Compared To Competitors

Cramer Highlights Nike, Amazon, Nvidia Stock To Investors: 'Why Would You Sell It?'

Jim Cramer shared thoughts on dozens of stocks for members of the CNBC Investing Club. Here's his opinion about 3 of the top picks.

These Quantum ETFs Flip As Nvidia's AI Catalyst Triggers Rally

Nvidia's AI-driven push into quantum computing fueled a sharp rally in quantum stocks, leaving short and inverse ETFs with steep losses over the past month.

Anthropic Releases Claude 4.7, Introducing Mythos-Inspired Cybersecurity Protections

Anthropic has released Claude Opus 4.7, which will test new cyber capabilities "not as advanced" as those of Mythos Preview.

What's Ahead As Massive Short Squeeze Drives Market to New Highs - Semis Are a Tell

Watch Semiconductors

Quantum Stocks Are Booming — S&P Global Says 2026 'Is Triggering Change'

S&P Global analysts say quantum computing has been catalyzed and "commercial conversations" are growing.

Senator Goes Stock Shopping: Here's His Two Magnificent 7 Picks For 2026

A senator bought shares of two of the Magnificent Seven stocks in March. Here's the picks and why one may be favored more than the other.

Best Quantum Stock? Citron Research Says Nvidia CEO Just Told Investors Which Name To Watch

Citron Research is doubling down on its top quantum stock pick, with validation recently coming from Nvidia CEO Jensen Huang.

Semiconductor ETFs Surge As AI Boom Powers Nvidia-Led Rally

Semiconductor ETFs are leading the market as AI-driven demand boosts NVDA-linked funds, with SMH and leveraged chip ETFs delivering strong performance.

9 Information Technology Stocks Whale Activity In Today's Session

Forget The Chip Boom: Wall Street's 'Ultimate Contrarian Trade' Favors Software For 2026

BTIG's Jonathan Krinsky highlights an unprecedented valuation gap favoring software over semiconductors. Discover why a "false breakdown" in software ETFs could signal a massive 2026 rally.

What's Going On With Xanadu Quantum Technologies Shares On Thursday?

Xanadu shares jump as Nvidia launches open-source quantum AI models.

Citron Calls It: The Most Obvious Mispricing In Quantum Stocks Right Now

Citron Research calls Infleqtion (INFQ) the most obvious mispricing in quantum. Why it trades at half the cap of peers despite Nvidia wins.

Elon Musk's Tesla-Space X Joint Venture Leaves Short-Selling Legend Jim Chanos Unimpressed: 'Time For Another Narrative Change'

Jim Chanos slams Elon Musk's Terafab chip plant, noting the $5-13 trillion price tag would equal 16-40% of US GDP. Here's what prediction markets say.

Allbirds' AI Pivot Signals GPU Fever—And Why ETFs Are Already Positioned For It

Allbirds' AI pivot and a 600% single-day stock gain highlights soaring demand for compute power, while chip and AI ETFs stay tied to the core drivers.

Jensen Huang Just Pulled Quantum Computing Into Nvidia's Orbit

Nvidia releases Ising AI models and pulls the quantum computing sector into its orbit.

Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA

Why Nvidia Refuses To Become A Hyperscaler — Despite Sitting On Billions

Nvidia CEO Jensen Huang explains why the company won't become a hyperscaler despite strong cash flows, and what it choses to do instead.

Jensen Huang Admits A Miss: Nvidia Was Late To Backing AI Labs Like Anthropic

Nvidia CEO Jensen Huang admits the company was late to back AI labs like Anthropic: a strategic miss as hyperscalers locked in early compute.

CoreWeave's April Shockwave — Meta, Anthropic, Jane Street All Say Yes

Meta, Anthropic, and Jane Street strike major deals with CoreWeave, signaling a surge in demand for high-performance AI compute.

Nvidia Is 'Not A Car,' Jensen Huang Says, Defending Its Hard-To-Replace AI Ecosystem

In a recent podcast, Nvidia (NVDA) CEO Jensen Huang explains why the company's AI ecosystem is "not a car" and cannot be easily commoditized by competitors.

What's Going On With Nokia Stock Thursday?

Nokia (NOK) shares up premarket on new cybersecurity partnership, strong momentum and positive analyst sentiment ahead of Q1 earnings.

NVIDIA Supplier Taiwan Semiconductor Is Winning The AI Chip War — And The CEO Just Told Intel, Tesla Why

Taiwan Semiconductor forecasts Q2 revenue up to $40.2B, surpassing analyst goals. The chip giant sees a multi-year AI growth cycle.

Jensen Huang Reveals Nvidia's Unique All-In Investment Approach: 'We Don't Pick Winners'

Nvidia CEO Jensen Huang says the company backs a wide range of AI firms, stressing it doesn't pick winners but supports the entire ecosystem.

Investigating NVIDIA's Standing In Semiconductors & Semiconductor Equipment Industry Compared To Competitors

Jensen Huang Warns Against Victimizing China Or Perceiving Them As Adversary: Nvidia CEO Wants US To Win, But Says This Is The 'Safest Thing' To Do

Huang warned that isolating China in the AI race could fragment the global ecosystem and weaken U.S. leadership in artificial intelligence.

Trump's Iran War 'Close To Over' Prediction, Bank Earnings Lift S&P 500, Nasdaq To Record Highs: These ETFs Gain

U.S. stocks rallied on signs of a potential end to the Iran conflict and on a strong start to the first quarter earnings season. We have highlighted three ETFs that reached new all-time high on Wednesday.

TSMC Set For Record Profit Surge As AI Chip Demand From Nvidia And Apple Outpaces Supply, Analysts Forecast 50% Jump

TSMC is expected to post record earnings with a roughly 50% profit surge driven by overwhelming AI chip demand from Nvidia and Apple.

Nvidia, AMD Could Ride 80% Earnings Explosion BlackRock Just Flagged

BlackRock expects an 80% jump in semiconductor earnings in 2026. But the Strait of Hormuz shutdown doesn't bode well for this forecast.

Why Is Xanadu Quantum Stock Surging Wednesday?

Xanadu Quantum Technologies (NASDAQ: XNDU) shares are skyrocketing Wednesday following a major quantum AI announcement from Nvidia.

10 Information Technology Stocks Whale Activity In Today's Session

Cadence Design Systems And NVIDIA Expand Partnership To Boost AI-Driven Engineering, Digital Twins, And Semiconductor Design

Expanded collaboration combines agentic AI, physics-based simulation, and digital twins to accelerate engineering and unlock new levels of productivity across semiconductors, physical AI systems and AI factoriesAt

Tech Leads, Dow Lags As Oil Holds Near $92: What's Moving Markets Wednesday?

U.S. stocks were mixed at midday Wednesday as tech stocks rallied while industrials dragged the Dow lower. Oil held above $90 and yields ticked higher, reflecting lingering geopolitical risk.

Avoid The Classic Investor Mistake As Trump Says Iran War Is 'Close to Over'

Ahead Of The Curve

Taiwan Semiconductor Manufacturing Q1 Preview: What Could 12th Straight Double Beat Mean With Shares Near All-Time Highs?

Taiwan Semiconductor Manufacturing reports Q1 results Thursday, a key report for investors to watch with major impacts on chip, AI and technology stocks.

Why Infleqtion Stock Trading Higher On Wednesday?

Infleqtion Inc (NYSE: INFQ) shares surge as Nvidia launches its Ising quantum AI models. Discover how this partnership is transforming the quantum computing landscape.

At CadenceLIVE Silicon Valley 2026, Cadence And NVIDIA Execs Say Co's Working Together On Developing AI For Robotics

https://events.cadence.com/event/CadenceLIVESV2026/summary

Caterpillar Turns To Self-Driving Tractors: What Buying The 'Tesla Of Agriculture' Could Mean

Caterpillar reportedly bought self-driving tractor company Monarch. Here's what that could mean for the company's technology-focused push.

Snap, D-Wave Quantum, Robinhood And Other Big Stocks Moving Higher On Wednesday

U.S. stocks were mixed, Dow Jones fell 150 pts. Snap rose after announcing job cuts. Other big gainers: NICM, AFJK, EOSE, SMR, ASPI, QBTS, LAES, OKLO, MRLN, LNZA, HQ, and Fastly.

Why D-Wave Quantum Stock Is Surging Wednesday?

D-Wave Quantum (QBTS) stock jumps over 15% as Nvidia's new Ising quantum AI models spark a massive sector-wide rally in quantum computing.

ChatGPT And Copilot Are Becoming Americans' First Stop For Medical Questions— But Trust Still Lags

AI use in healthcare rises as Americans rely on chatbots for medical advice, Gallup survey finds.

Data Center Boom Might Be A New Inflation Variable For The Fed

AI is no longer just a tech trade. From copper to utilities, see how massive capex from Meta and Google is reshaping the global macro outlook.

Insights Into NVIDIA's Performance Versus Peers In Semiconductors & Semiconductor Equipment Sector

Nokia And Orange Expand AI-RAN Collaboration With NVIDIA To Boost Network Efficiency, Performance And Enable AI-Native 6G Evolution

Nokia and Orange advance AI‑RAN innovation with NVIDIANokia and Orange expand their strategic relationship to jointly co‑create and co‑innovate AI‑RAN use cases, supported by NVIDIA AI infrastructure.Collaboration

Nvidia Partnership Powers MediaTek's Smart Cockpit Bet

MediaTek & Nvidia team up for future car cockpits. Discover why MediaTek is betting on a long-term automotive play and data center scaling.

Broadcom Wins Big, But AI Infrastructure Is 'Real Winner' Of Meta Deal, Says Daniel Newman

Daniel Newman calls AI infrastructure the "real winner" of the Meta-Broadcom AI chip deal, noting this cycle is "not zero sum."

Michael Dell Among Top Net Wealth Gainers In 2026 — Back In Top 10 Richest, Even After Giving Away $6.25 Billion To Trump Accounts

Michael Dell is back in the top 10 billionaires leaderboard after being knocked out in 2025. Here's how much he's worth and what's boosting his net worth.

Chamath Palihapitiya Says A 'Digital Super-God' Is Coming For Tech Stocks—And Could Expose A Debt Bomb

Investor Chamath Palihapitiya has a new warning for investors in the technology space with AI impacting valuations and risky assets.

Nvidia's AI Reign Under Threat: These 4 Memory Stocks Are Now Leading The Chip Rally

Memory stocks have crushed Nvidia since mid-2025. Here's why SanDisk, Western Digital, Seagate and Micron are now leading the semiconductor rally.

D-Wave CEO Warns Nvidia: Quantum Computers Are Coming For You

D-Wave Quantum CEO argues that quantum computing is poised to challenge Nvidia's dominance in AI. 

Nvidia's 'Party AIn't Over Yet', BNP Says: The Bull Case Most People Haven't Heard Yet

Nvidia's AI demand remains strong as ODM partners ramp server production, signaling continued momentum despite next-gen timing shifts.

Nvidia Shatters The GPU-Only Myth With New Multi-Chip AI Strategy

Nvidia (NVDA) is moving beyond GPUs to a "heterogeneous" chip strategy. Discover how its new LPU chips and Rubin architecture aim to deliver 35x performance for giant AI models.

'Big Short' Legend Steve Eisman Says Buying Software Stocks Is 'Just Like Catching A Falling Knife'

Steve Eisman compares the software selloff to the 2008 financial crisis as Salesforce, ServiceNow, and Adobe trade at historic low valuations.

What's Going On With Nvidia Stock Tuesday?

Nvidia launches open-source quantum AI model "Ising," driving NVDA stock up 1.59% amid strong market gains.

10 Information Technology Stocks With Whale Alerts In Today's Session

Nvidia-Dell Merger Rumors Debunked: Why Gene Munster Calls The Move Unlikely

Gene Munster of Deepwater Asset Management dismisses rumors of Nvidia (NVDA) acquiring Dell (DELL), citing sharp margin differences and a focus on organic AI growth.

10 Stocks For World Quantum Day From Pure-Play To Blue‑Chip

Here are 10 stocks in the quantum tech space to consider on World Quantum Day.

Hormuz Crisis Triggers Chipmakers' Best Rally Since 2002: 9 Stocks Gaining Up To 60% Since The War Began

Semiconductors are the surprise winners of the Iran war. The SOXX ETF has risen for 10 straight sessions — its longest streak since 2017 — as chipmakers rally up to 60%.

IonQ Stock Soars Tuesday: What's Happening?

IonQ, Inc. (NYSE:IONQ) shares are trading higher Tuesday after the company was awarded a contract in the Defense Advanced Research Projects Agency Heterogeneous Architectures for Quantum program.

Trump Comment Triggers Massive Short Squeeze - Market Deep Into Resistance Zone; JPMorgan Warns Of Risks

Massive Short Squeeze

NVIDIA Launches Ising Open Source Quantum AI Models

NVIDIA (NASDAQ:NVDA) announced the launch of Ising, what the company describes as the world's first family of open source quantum AI models designed to help researchers and enterprises build quantum processors for

EXCLUSIVE: Nvidia's Biggest Risk Could Be A Mineral Nobody Has Heard Of

Nvidia and the entire AI boom may hinge on gallium, a little-known mineral dominated by China's supply chain.

CoreWeave, Nebius Get Fresh Upside Calls As BofA Bets Bigger On AI Compute Boom

Analyst raises PT for CoreWeave and Nebius reflecting CoreWeave's new contracts with Meta, Anthropic, and Nebius' deals with Meta, Microsoft.

SaaSpocalypse Overblown? Nvidia Maybe Your 'Flight Back' To Safety, Says Expert As 'Sovereign AI' Could Defy Software Rout

Expert Ray Wang explains why Nvidia's real revenues and 'Sovereign AI' make it a safe haven for investors, despite SaaSpocalypse fears.

Comparative Study: NVIDIA And Industry Competitors In Semiconductors & Semiconductor Equipment Industry

Wall Street Rebounds From US-Iran War Losses, S&P 500 Turns Positive For 2026 — SanDisk, Lumentum And These Stocks Are Driving Gains In SPY ETF

The S&P 500 Index has rebounded sharply, turning positive for 2026 as easing concerns over the U.S.-Iran conflict lifted investor sentiment and restored confidence in equities. The rally was mirrored by the SPDR S&P 500 ETF Trust, with standout gains led by companies such as SanDisk Corporation, Lumentum Holdings, and Ciena Corporation, driven largely by booming demand tied to AI and data infrastructure.

Nvidia Denies Rumors About Acquiring PC Maker; HP, Dell Stocks Still Spike Over 5% — Analyst Says Rivals May Eye Deal Instead

Nvidia denied reports of acquiring a PC maker, but shares of Dell and HP still surged as analysts said rivals like AMD more likely buyers.

'Boy Who Cried Wolf': David Sacks Questions Whether Anthropic's Mythos Scare Is Just A Sales Pitch

David Sacks accuses Anthropic of using fear to market Mythos, but admits the cybersecurity threat may be real.

Dell Stock Gives Back Gains After Hours: What's Happening?

Dell Technologies Inc (NYSE:DELL) shares are moving lower in extended trading Monday after rallying more than 6.5% during regular trading hours.

CNBC Nasdaq Correspondent Kristina Partsinevelos Posts On X" Nvidia tells CNBC: "the media report is false; NVIDIA is not engaged in discussions to acquire any PC maker." This after a SemiAcc

https://x.com/KristinaParts/status/2043783363555659965

US-Iran Attrition Game Begins - What Investors Need to Know; Consumer Sentiment Hits 74-Year Low

Game Of Attrition

Dell Technologies Soars On Takeover Rumor - Will NVIDIA Make The Move?

Dell Technologies Inc. (NYSE: DELL) shares are trading higher Monday following reports that Nvidia may acquire a large-scale PC firm.

10 Information Technology Stocks Whale Activity In Today's Session

Crypto's Second Chance At ETFs: Why Tokenized Funds May Succeed Where Binance Failed

Tokenized ETFs are getting a second chance as platforms like Mantle align with regulators, fixing flaws that sank Binance's earlier attempt.

Watching Nvidia, Dell Technologies, HP; Traders Circulate Unconfirmed Report Suggesting The Company Has Been In Talks For More Than A Year To Buy A Large PC-Focused Company

'Don't Catch A Falling Knife': Veteran Investor Warns On Software Stocks

Investors pivot to "physical AI" like robotics and semiconductors as AI pressures software firms, but analysts remain divided on impact.

OpenAI To Establish London Office After Pausing UK Stargate Project: Report

OpenAI plans a major London hub by 2027, expanding its UK presence with a new office to meet rising AI demand.

Capital One Financial, Amazon, Nvidia And More On CNBC's 'Final Trades'

Analysts are optimistic about Capital One and its upcoming earnings report, while Amazon and Nvidia are top picks among experts.

Analyzing NVIDIA In Comparison To Competitors In Semiconductors & Semiconductor Equipment Industry

SK Hynix Steps Up Hiring To Weaponize AI Memory Crunch

SK Hynix boosts hiring and capacity to ride AI memory boom as shortages lift prices and drive strong demand across data centers.

Saudi Arabia's East-West Pipeline Back at Full Steam After Iran Disruptions

Saudi Arabia announced on Sunday that its East-West pipeline has been fully restored to its peak throughput of roughly 7 million barrels daily, following damage inflicted on its energy infrastructure during the ongoing conflict with Iran.

Consumer Tech News (Apr 6-Aug 10): Tesla China Sales Drop, CoreWeave Grabs AI Deal With Meta and Anthropic & More

CoreWeave expands AI cloud leadership with new Anthropic and Meta agreements while simultaneously advancing multi-billion-dollar debt offerings to fund infrastructure growth.

Trump's Tariffs Drive Inflation, Dimon's Debt Crisis Warning And More: This Week In Economy

Weekend reports highlighted new Federal Reserve research linking 2025 U.S. tariffs to higher inflation, warnings over the U.S. debt crisis, and renewed political debate over economic policy under Donald Trump.

Anthropic, OpenAI And Big Tech's 'Number One Goal' Is To Kill OpenClaw, Says Venture Capitalist Jason Calacanis

Jason Calacanis says competitors are racing to overtake OpenClaw, highlighting growing rivalry in the AI agent space.

Nvidia CEO Jensen Huang Says 'Move To California' Even As Billionaires Look To Flee State's Proposed Wealth Tax

Nvidia CEO Jensen Huang urges people to move to California despite high taxes, amid debate over a proposed billionaire tax and wealthy residents leaving the state.

Mythos AI Fears; Energy-Driven High Inflation Data; Markets Bet On An Iranian Off-Ramp

Trump Throws A Lifeline To Palantir, Nasdaq 100 Targets 8th Green Day: What's Moving Markets Friday?

Tech stocks rise as the Nasdaq 100 targets an 8-day streak, even as inflation spikes and consumer sentiment hits a record low. Trump lifts Palantir, oil rebounds and AI chips surge on TSMC strength.

CNBC Halftime Report Final Trades: Amazon, NVIDIA, Capital One Financial, iShares Silver Trust

Citron Calls Applied Optoelectronics' Valuation 'Delusional'

Citron Research shorts Applied Optoelectronics, calling its recent 73% surge "delusional." Andrew Left predicts a price drop back to $85.

Meta's Latest $21 Billion Move Could Help De-Risk CoreWeave's Growth: Analyst

CoreWeave (CRWV) lands $21B Meta expansion for AI inference. JPMorgan eyes revenue tailwinds but warns of macro volatility and power risks.

'Powell, Bessent discussed Anthropic's Mythos AI cyber threat with major U.S. banks' - CNBC

https://www.cnbc.com/2026/04/10/powell-bessent-us-bank-ceos-anthropic-mythos-ai-cyber.html

The 'Mag 7' Just Became The 'Lag 7': Analyst

Craig Johnson sees a "bullish market with a lowercase b." Learn why Piper Sandler predicts a modest 5% upside and a rotation out of big tech.

Beyond Chatbots: Alibaba's $290 Million Push For Real-World AI Begins

Alibaba (BABA) pivots to "world models," investing $290M in ShengShu to bridge AI with robotics and autonomous driving. Read the full update.

Understanding NVIDIA's Position In Semiconductors & Semiconductor Equipment Industry Compared To Competitors

Taiwan Semiconductor Revenue Skyrockets On Unstoppable AI Demand

Taiwan Semiconductor beats Q1 revenue estimates with a 35.1% YoY jump. AI demand stays resilient despite costs. Will gross margins hit 65%?

Move Over Nvidia: Citron Sees 28% Upside In Amazon's Hidden Trillion-Dollar Chip Empire

Citron sets a $300 target on Amazon, predicting 28% upside fueled by a hidden $50B AI chip business that threatens Nvidia's dominance.

AI Can Code, But It Can't Bet: Why Top Models Are Going Broke On Sports Markets

New research shows frontier AI models can't beat a football betting market, with implications for Citrini scenario odds on Kalshi and AI bubble contracts on Polymarket.

What's Going On With Amazon Stock Thursday?

Amazon (AMZN) shares jump 4.6% as the tech giant announces a fresh $12B Mississippi investment to expand its AI and cloud data center hubs.

9 Information Technology Stocks Whale Activity In Today's Session

Smart Money Watching Volume Divergence At Key Resistance – Exhaustion Trap or Springboard?

March Inflation Set For Biggest Jump Since June 2022 — When CPI Spikes, These Stocks Fall

Trump, in January, said "inflation has been defeated." Wall Street is now bracing for a 0.9% monthly CPI surge — the steepest since June 2022.

CoreWeave Lands Massive $21 Billion Meta Deal

CoreWeave (CRWV) shares jump on a massive $21B AI cloud deal with Meta Platforms and plans for $4.25B in new debt offerings. Read more.

If You Invested $1000 In NVIDIA Stock 5 Years Ago, You Would Have This Much Today

Nvidia Pushes Telcos Into AI Era With New Grid Vision

Nvidia deepens telecom push with its AI Grid model, but analysts say monetization remains the key test for telcos.

AI's Hidden Choke Point: Why US-Made Chips Still Depend On Taiwan

AI chipmaking hits a wall: advanced packaging. Learn why shipping U.S. chips to Taiwan for final assembly is a major supply chain risk.

Is A Market Turn Coming? Kobeissi Letter Spots Ominous Drop In Billionaire-Favored Stocks

Kobeissi Letter highlights billionaire stock underperformance, S&P 500 rebound potential, mega-cap tech gains, and market reaction to Iran ceasefire.

Market Analysis: NVIDIA And Competitors In Semiconductors & Semiconductor Equipment Industry

Kia To Deploy Tesla Optimus Rival Atlas Robot At US Manufacturing Plant

Kia America to deploy Boston Dynamics' Atlas humanoid robot at Georgia plant in 2029, with plans to expand to other factories.

Elon Musk's SpaceX Is Building The World's Only 'Sovereign AI' And Gene Munster Says Google, OpenAI Can't Match Its Full Stack

Gene Munster says SpaceX is building the world's only "sovereign AI" by controlling chips, models, data and distribution end-to-end.

Trump Administration Scores Key Win As Appeals Court Lets Pentagon Blacklist Anthropic — Claude Parent Reacts

A federal appeals court handed the Donald Trump administration an interim win by allowing the Pentagon to keep Anthropic blacklisted.

10 Information Technology Stocks Whale Activity In Today's Session

Deploy Cash And Reduce Hedges; Spectacular Rally Leads Market To Resistance Zone; Inflation Data Ahead

Iran Ceasefire Sends Stocks To 1-Month High, Crude Down 15%: What's Moving Markets Wednesday?

U.S. stocks surged to one-month highs on Wednesday as a temporary ceasefire between the U.S.

Why Is Firefly Aerospace Stock Gaining Wednesday?

Firefly Aerospace partners with Nvidia to bring AI-powered on-orbit data processing to the Ocula Moon imaging service. Read the details.

This Broadcom Analyst Is No Longer Bullish Despite Google Agreement

Broadcom is facing similar challenges as Nvidia in the AI market, being forced to finance customers. Analyst downgrades rating.

Why Is Palantir Stock Gaining Wednesday?

Palantir (PLTR) stock jumps 3.7% premarket as Trump announces a 2-week Iran ceasefire. See how Middle East de-escalation is fueling tech.

Mag 7 Stocks Melt Up After Ceasefire—Wall Street Cheers Truce as Mega Caps Rally

Mag 7 stocks, including Meta, Tesla and Apple, rally as the US-Iran ceasefire lowers oil prices and bond yields.

Markets Party On Trump's Ceasefire — But For How Long?

U.S. stocks surge after Trump pauses Iran strikes as tech and chip stocks rally and oil prices plunge on easing tensions

SLB Lands Major Deal To Help Tap Suriname's Oil Reserves Faster

SLB enters long-term collaboration with PETRONAS Suriname, aiming to co-develop cost-efficient subsea solutions in a frontier basin.

Investigating NVIDIA's Standing In Semiconductors & Semiconductor Equipment Industry Compared To Competitors

VC Firm Eclipse Raises $1.3 Billion To Chase Hard-Tech Boom As CEO Touts 'Best Time To Build'

Eclipse raises $1.3 billion to invest in AI infrastructure, manufacturing and defense startups, signaling strong investor shift toward hard tech sectors.

Palo Alto (PANW) Stock Is Trending Overnight: Here's What Is Happening

Palo Alto Networks Inc. rises in after-hours trading after Anthropic cybersecurity partnership news, while insider sale filing draws attention.

Elizabeth Warren Sounds Alarm Over Pentagon's OpenAI Contract, Questions Whether Technology Is Being Used For 'Killer Robots,' 'Mass Surveillance'

Elizabeth Warren cautions against Pentagon's use of AI amid a deal with OpenAI, which could lead to mass surveillance and killer robots.

Anthropic Teams With Apple, Microsoft And Nvidia To Test Latest Cybersecurity Tech

Anthropic has rolled out Project Glasswing, a security-focused collaboration allowing companies to use an unreleased AI model.

Magnificent Seven Are Cracking – Goldman Sees A Tech Value Opportunity That Hasn't Existed Since the 1970s

Goldman Sachs says tech valuations hit 50-year lows vs. the market. Info Tech is set to drive 87% of S&P 500 EPS growth in Q1 2026.

Oil Surges To $115, Stocks Slide As Trump Deadline Looms: What's Moving Markets Tuesday?

Oil prices keep investors on the defensive. U.S. equities fell as WTI crude topped $115 on Trump's latest threat against Iran.

What's Going On With Advanced Micro Devices Stock Tuesday?

Advanced Micro Devices slides with broader tech weakness; Citi flags tactical upside as AI CPU demand strengthens.

Broadcom TPU Deals Extend 'Multi-Year AI Supply Visibility': Analyst

Broadcom signs multi-year TPU agreements with Google and Anthropic, increasing long-term visibility and potential at other customers.

Bullish Stock Market Positioning Confronts 'A Whole Civilization Will Probably Die Tonight'

Microsoft Is Now The Biggest Deadweight On S&P 500 — And Exxon Is What Nvidia Used To Be

Microsoft is the single biggest drag on the S&P 500 this year and all of the Magnificent 7 stocks are deadweight on headline returns. 

ASML Caught In Crossfire As US-China Chip War Escalates

ASML shares drop 1.2% following U.S. proposals to limit China's access to DUV lithography tools. Read the latest analyst insights here.

AI Is Still Driving Markets, Says Doug Clinton — And These Stocks Win

Doug Clinton labels Nvidia "the king" of AI and highlights Google's lead in model building. Plus: The future of trillion-dollar tech IPOs.

Samsung Cashes In Big As AI Memory Shortage Fuels Profit Explosion

Samsung projects record profits amid the AI chip boom, though supply chain risks from Middle East conflicts loom for semiconductor makers.

Exploring The Competitive Space: NVIDIA Versus Industry Peers In Semiconductors & Semiconductor Equipment

Nvidia-Backed Firmus Raises $505 Million As AI Data Center Boom Accelerates

Backed by Nvidia, Firmus raised $505 million at a $5.5 billion valuation as it accelerates expansion of AI-focused data centers.

Steve Wozniak's Early Experience At HP Invoked By Coinbase CEO Brian Armstrong To Push 'One Yes' Innovation Rule: 'Anyone In The Company Can Pitch'

Coinbase Global Inc. CEO Brian Armstrong urged companies to embrace a "one yes" innovation model inspired by Steve Wozniak.

Samsung Apologized Last Year For Lagging In AI Chips, Now The Company Eyes Record Profit Of Nearly $38 Billion Amid Booming Memory Prices

Samsung Electronics is set to deliver a record nearly $38 billion quarterly profit, driven by surging memory chip prices amid the AI boom.

Nvidia's Slurm Acquisition Sparks Fresh Fears Over Fairness In AI Chip Race: Report

Nvidia's acquisition of SchedMD has sparked concerns it could gain an unfair advantage in AI by influencing the widely used Slurm software.

Elon Musk's $100 Billion Lawsuit Could Cripple OpenAI's Nonprofit Mission, ChatGPT Parent Asks California, Delaware AGs To Investigate

On Monday, OpenAI asked regulators to investigate Elon Musk, warning his $100 billion lawsuit could cripple its nonprofit arm.

From $10K To $20K: Nvidia-Fueled Tech ETFs That Crushed The Market Over The Decade

Tech and semiconductor ETFs rode Nvidia's rally from 2015 to 2025, with many funds easily doubling a $10,000 investment.

10 Information Technology Stocks Whale Activity In Today's Session

How US Export Curbs Are Fueling China's Chip Boom

Nvidia curbs are "rocket fuel" for China's chip industry. See how local firms like Huawei are filling the AI compute gap to drive growth.

Why Are Marvell Shares Trading Higher On Monday?

Marvell Technology (NASDAQ: MRVL) shares trade higher Monday following a $2 billion Nvidia partnership expansion and strong AI momentum.

Ceasefire Hopium Keeps Stock Market Above Support Zone, Important Inflation Data Ahead

SpaceX IPO Could Ignite A New ETF Battleground Beyond Big Tech

SpaceX's impending IPO could reshape the ETF landscape, sharpening space-focused funds while blurring lines with tech and defense ETFs.

Nvidia's Wartime Resilience Is Hiding A Taiwan-Sized Fragility

Nvidia's AI dominance depends on Taiwan's chip supply. But energy risks tied to Middle East tensions expose a hidden fragility.

Will Super Micro Computer's Smuggling Scandal Hurt Its Critical Ties With Nvidia? One Expert Says The Fallout May Not Be So Simple

The ongoing scandal involving Supermicro Inc. (NASDAQ: SMCI) poses a significant challenge to its longstanding partnership with Nvidia (NASDAQ: NVDA), but the impact may not be too harsh, says one expert.

Samsung Vs. SK Hynix: The High-Stakes Race To Perfect 'Hybrid Bonding' For Nvidia's Next AI Chips

Learn how Samsung and SK Hynix are using "Hybrid Bonding" to break speed limits and meet Nvidia's demand.

Sam Altman Wants To Talk—Six Takeaways From His Bold Proposal On AI, Wealth Distribution, Governance

Sam Altman, CEO of OpenAI, released a 13-page document on Monday comparing the shift towards superintelligence to past major technological transitions like electricity or the combustion engine. It is a comprehensive proposal on how governments should tax, regulate, and redistribute wealth from AI technology.

What's Going On With Nvidia Stock Monday?

Nvidia's new networking gear redefines data transfer efficiency, fueling next-gen AI systems and cutting power use.

Understanding NVIDIA's Position In Semiconductors & Semiconductor Equipment Industry Compared To Competitors

Taiwan Semiconductor's Big Day Approaches With Markets Watching AI, War And Rivals

Taiwan Semiconductor (TSM) earnings ahead: AI growth, Middle East tensions, and chip industry rivalry take center stage.

Nvidia And Apple Supplier Foxconn Reports Revenue Surge Of Nearly 30% Thanks To AI Boom, Warns Of Global Political Risks

Foxconn reported nearly 30% revenue growth driven by strong AI demand, but warned that geopolitical tensions could pose risks.

Apple's Unusual Market Dominance, Iran Retaliation List And More: This Week In Appleverse

This week's tech news highlights Apple and Nvidia outperforming defense stocks, Amazon's satellite ambitions, and Apple's 50th anniversary.

Consumer Tech News (Mar 30-Apr 2): Tesla, Nio, XPeng Drive EV Growth, Apple iPhone 17, Meta Ray-Ban Launches & More

Microsoft, IBM, AMD, and Intel make key AI and semiconductor moves, including in-house model development, dual-architecture hardware, and full ownership of Fab 34.

10 Information Technology Stocks With Whale Alerts In Today's Session

Bullish On Self-Driving? Michael Saylor Outlines Three 'Perfect Products'—Here's What They Are

Michael Saylor has outlined three perfect products in today's world, which includes a blend of physical AI and financial assets.

Understanding NVIDIA's Position In Semiconductors & Semiconductor Equipment Industry Compared To Competitors

Hock Tan Says Google Executive Amie Thuener Will 'Bring Deep Experience' To Broadcom As New CFO Amid $100 Billion AI Chip Revenue Push

Broadcom has appointed an Alphabet executive as CFO to lead its financial strategy amid a push toward $100 billion in AI chip revenue.

Nvidia, Apple Are Outgunning Defense Stocks During A War — That's Weird

Big Tech stocks like NVDA and AAPL are outperforming defense plays like ITA ETF during the Iran war, signaling an unusual shift in investor behavior.

Google's Gemma 4 Brings AI Superpowers To Your Device

Alphabet's Google launches Gemma 4: Open AI models for mobile & desktop with offline multi-step planning and 140+ language support. Read more.

Nvidia Stock Is Climbing Today: What's Going On?

Nvidia shares are up Thursday, showing strength as chip and AI names drew buying. While the Nasdaq and S&P 500 slipped, Nvidia outperformed.

A 7% Risk-Free Return On Nvidia? Prediction Markets Now Make It (Almost) Possible

Marex Group has created what appears to be the first structured note tied to a prediction market outcome, paying a 7% coupon if Nvidia stays the world's largest company.

EXCLUSIVE: Top 12 Most-Searched Tickers On Benzinga Pro In March – Where Do Tesla, Nvidia, Micron Stocks Rank?

A look at the most-searched tickers on Benzinga Pro for the month of March shows several newcomers and momentum stocks that saw strong interest.

What's Going On With Arm Holdings Stock Thursday?

ARM stock slides as Middle East tensions spark a chip sector sell-off. See how geopolitical friction is impacting Nvidia, AMD, and more.

US Is Inviting Companies To Help Export AI Solutions As Tech Race Heats Up— Here's Why It Matters

U.S. Commerce Department invites companies to propose full-stack AI systems for export, advancing national interests and global AI leadership.

Tech, Chip Stocks Slide As Trump's Iran Warning Rattles Markets

US tech and chip stocks slide as geopolitical tensions and surging oil prices trigger a broad market sell-off. Get the latest market updates.

Tech, Chip Stocks Slide As Trump's Iran Warning Rattles Markets

US tech and chip stocks slide as geopolitical tensions and surging oil prices trigger a broad market sell-off. Get the latest market updates.

Tech, Chip Stocks Slide As Trump's Iran Warning Rattles Markets

US tech and chip stocks slide as geopolitical tensions and surging oil prices trigger a broad market sell-off. Get the latest market updates.

Big Tech H-1B Filings Plunge As Amazon, Google, Meta And Microsoft Slash Jobs Amid Rising Immigration Costs

Big Tech H-1B filings fall sharply as Amazon, Google, Meta, and Microsoft cut jobs amid stricter U.S. visa rules and rising hiring costs.

Jim Cramer Says Micron Technology, Other Memory Rivals Are Sitting On 'Gold Mine' Amid AI Storage Crunch

Jim Cramer warns the market rally is too narrow, heavily driven by Micron and memory stocks sitting on an AI storage 'gold mine.'

Investigating NVIDIA's Standing In Semiconductors & Semiconductor Equipment Industry Compared To Competitors

Uber CEO Dara Khosrowshahi Hopes To Incorporate Tesla Robotaxis On Its Platform: 'It's A Great Car…'

Uber CEO shared that he hopes to incorporate Tesla Robotaxis on its ride-hailing platform when the FSD technology becomes safer.

Intel Deepens SambaNova Bet With Fresh $15 Million Investment, Raising Stake As CEO Lip-Bu Tan's Startup Ties Spark Conflict Concerns: Report

Intel reportedly plans to invest an additional $15 million in CEO Lip-Bu Tan–linked startup SambaNova, raising its stake to 9%.

Elon Musk, Walmart Heirs See Q1 Wealth Gains: Bezos, Ellison, Zuckerberg & Others Hit By Stock Losses

The 10 richest billionaires are worth less after the first quarter of 2026 than they finished 2025 at. Here's a look at the winners and losers of Q1.

Magnificent Seven Stocks Not So Magnificent In 2026 — Apple Surprises, Microsoft Craters

The Magnificent Seven stocks were all down in the first quarter. A look at who was down the most and what's next for the rest of 2026.

Exxon Just Overtook Nvidia — In A Twist Unthinkable Three Months Ago

Exxon's forward P/E has surpassed Nvidia's, signaling a shift in how markets are pricing growth, earnings visibility, and AI expectations.

Take Profits on Short Term Hedges, Market Euphoric – Tactical Win Is Strategically Problematic

Take Profits On Short Term Hedges

Nvidia Makes Equity Investment In Marvell Technology, Deepens NVLink Fusion Partnership

Marvell Technology and Nvidia expanded their tech partnership with $2B investment. Focus is on silicon photonics, AI-RAN and AWS integration.

5 Stocks In The Spotlight From Wall Street's Most Accurate Analysts Last Month

US stocks up on Trump's Iran comments, but March saw losses. Benzinga's Analyst Ratings API offers data to predict market movements, see top analyst picks.

Jim Cramer Calls March 31 Market Rally A 'Dry Run,' Says These 3 Major Shifts Are Coming If Iran War Ends

CNBC "Mad Money" host Jim Cramer has proposed three potential market shifts that could occur if the U.S.-Iran war comes to an end.

Analyzing NVIDIA In Comparison To Competitors In Semiconductors & Semiconductor Equipment Industry

Cathie Wood Adds OpenAI To These 3 Ark ETFs As ChatGPT-Parent's Valuation Rises To $852 Billion — Flags No Compute, No Revenue Reality

Cathie Wood added OpenAI to multiple ETFs as the company hit an $852 billion valuation on $122 billion funding.

Palantir, Tesla, Apple Top Iran Retaliation List: 'A US Company Will Be Destroyed'

Iran could target U.S. tech companies that have military contracts. Here's a list of 18 companies on Iran's list.

Eric Jackson Is Short Salesforce And Other Software Stocks: Inside 'AI Paradox' Market Hack

Hedge fund manager Eric Jackson, best known for his ultra-bullish call on Opendoor, is taking a bearish stance on SaaS stocks.

Tech Stocks Rise On Iran De-Escalation Hopes

Market sentiment lifts as Trump hints at de-escalation with Iran. U.S. tech and chip sectors jump 2-3% in a broad Tuesday recovery.

Oil Tumbles, Nasdaq 100 Jumps 3% As Iran Says It's Ready To Halt Hostilities: 10 Stocks Moving

WTI crude oil fell 2% after Iran's President signaled readiness to end war. Nasdaq QQQ surged 3.2% and VIX dropped 14.4%. Airlines and growth stocks led gains.

Trump Signals Iran Exit, S&P 500 Heads For Worst Month Since September 2022: What's Moving The Market On Tuesday?

U.S. stocks bounce sharply on Tuesday as lower Treasury yields and Trump's signals of a potential Iran deal lifted sentiment, with the S&P 500 gaining 1.8% and tech leading.

Michael Burry Says 'Shorts Are Not Forever' As Palantir, Nvidia Stocks Wrap A Rough Quarter

Michael Burry seems to hint that his controversial AI short was successful as Palantir and Nvidia closed out a rough quarter.

Google's Nobel Prize-Winning AI Chief: 'We Don't Feel Any Pressure' While OpenAI Burns $14 Billion

DeepMind's Hassabis feels no pressure on AI monetization. A new book reveals why Google's war chest may decide who wins the AI race.

Stock Market Generals Shot Before Trump Rescue Plan Of Not Opening Hormuz – Risk and Oil Underpriced

Marvell Stock Skyrockets On $2 Billion Nvidia Deal To Build 'AI Factories'

Marvell shares surged nearly 10% after Nvidia invested $2 billion in a strategic AI partnership. Analysts are now targeting $135 for MRVL.

Nvidia, Marvell Technology Ink Agreement To Integrate Marvell To Nvidia AI Factory, AI-RAN Ecosystem Through NVLink Fusion

NVIDIA and Marvell Technology, Inc. (NASDAQ:MRVL) today announced a strategic partnership to connect Marvell to the NVIDIA AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion™, offering customers building

NVIDIA Invests $2B In Marvell, Forming Strategic Partnership To Power Next-Gen AI Infrastructure And Telecom Networks

NVIDIA and Marvell Technology, Inc. (NASDAQ:MRVL) today announced a strategic partnership to connect Marvell to the NVIDIA AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion™, offering customers building

Nvidia At A Discount? Tech Valuations Look Attractive And Mark Gibbens Says It's 'A Great Time to Get In' On PLTR, NVDA And GOOGL

Mark Gibbens says the market pullback is a great time to buy discounted tech stocks like Nvidia, Palantir, and Alphabet. Find out why.

Investigating NVIDIA's Standing In Semiconductors & Semiconductor Equipment Industry Compared To Competitors

Nebius Plans One Of Europe's Biggest AI Factories In Finland

NBIS announces massive 310MW AI data center in Finland. Expansion aims for 3GW capacity by 2026. Get the latest on Nebius Group's growth.

TSMC's Supply Squeeze Through 2028 Could Be This Chipmaker's Big Break As AI Demand From Nvidia, Apple Surges

Samsung benefit from a 2nm supply crunch at TSMC, as surging demand from firms like Nvidia position it as the only viable alternative.

Cathie Wood Just Snapped Up This Nvidia Cloud Play — Here's Everything Else Ark Traded Monday

On Monday, March, 30, 2026, Ark Invest bought nearly $3M of CoreWeave stock while also shedding shares of Teradyne and Veracyte.

Senator Ditches Stocks In 2026 After 7 Months: Here's What He's Selling

A senator is selling stocks bought less than a year ago. Here's the list and a look at what he kept instead.

Nvidia, Uber, Waymo — The AV Stack Is Being Rebuilt Without Tesla

Waymo, Uber, and Nvidia are reshaping the AV ecosystem into a multi-player model. Where does that leave Tesla's full-stack strategy?

Market Bounces From Low Band Of Support Zone - Deal Narrative Takes Hold — Risk Mispriced

Risk Mispriced

8 Information Technology Stocks With Whale Alerts In Today's Session

OpenAI Kills Sora, Guarantees PE Firms 17.5% Returns As Anthropic Eats Its Enterprise Lunch

OpenAI declares 'code red,' kills Sora, and offers PE firms 17.5% guaranteed returns as Anthropic's enterprise revenue doubles in weeks.

From Nvidia To Microsoft, Magnificent Seven Stocks Are In Ruins Except For One — Time To Buy The Dip?

Six of the Magnificent Seven stocks have entered bear market territory as Trump's Iran war crushes tech valuations.

Taiwan Semiconductor Anchors Explosive $320 Billion Chip Boom In 2025

Taiwan Semiconductor leads a $320B AI chip boom, anchoring the new "Foundry 2.0" era in global chip manufacturing.

Sagtec Global Launching AI Data Center Leveraging Nvidia's GPU Architect In Q4

Sagtec Global Limited (NASDAQ: SAGT), a rapidly emerging leader in autonomous enterprise and data infrastructure, today announced a transformative strategic pivot with the launch of its proprietary Sovereign AI Data

Mistral Raises $830 Million To Build Nvidia-Powered AI Data Center Near Paris: Report

Mistral has reportedly secured $830 million in debt financing. The funds will be used to build a data center powered by Nvidia chips.

Bitdeer Races Into AI Gold Rush With Giant Norway Facility Plan

Bitdeer partners with DCI to build Norway's largest AI data center. A 180 MW facility in Tydal featuring Nvidia Vera Rubin tech.

Why Nvidia And Tesla Are Suddenly Knocking On Samsung's Door

As TSMC capacity sells out through 2028, Samsung Foundry emerges as a vital second source for Nvidia and Tesla's 2nm chip needs.

Comparative Study: NVIDIA And Industry Competitors In Semiconductors & Semiconductor Equipment Industry

Chuck Schumer, Tom Cotton Push Bill That Bans Chinese Humanoid Robots For Government Use

Schumer and Cotton have introduced a bipartisan bill to ban Chinese robotics in US government use, citing national security threats.

Consumer Tech News (March 23-27): Netflix & Sony Hikes Prices, OpenAI Flags Microsoft Dependency Risk & More

Apple launches 13-inch MacBook Neo priced at $599 ($499 for students). Netflix hikes all streaming plan prices, Sony raises PlayStation hardware prices, Semiconductor stocks gain as U.S.-Iran talks ease tensions

Jensen Huang Says The Ability To 'Forget The Last Moment' Gives Great Achievers A Superpower: 'Let The Past Be The Past'

NVIDIA CEO Jensen Huang highlights the importance of resilience in achieving success, using the analogy of resetting after each play.

Is Trump's Deadline Extension A Red Flag? China Strikes At A Preoccupied US; Turkey Sells Gold

Trade Probe

Dow Dives Into Correction As Chance Of Rate Hike Spikes: What Do Prediction Markets Think?

As the Dow hits a correction, CME futures price in a 52% chance of a Fed rate hike. Discover why prediction markets like Polymarket aren't buying it yet.

Why Are Adobe Shares Sliding On Friday?

Adobe (ADBE) shares slide following a William Blair downgrade. See why analysts are turning cautious on the software giant.

Semiconductor Chip Stocks Slump As Middle East War Hits Day 28: Trump Sets New Deadline

Tech stocks and semiconductors (NVDA, AMD, ARM) slide as the U.S.–Israel–Iran conflict enters its 28th day. Discover how a global helium shortage is threatening AI chip production.

Nvidia Stock Just Became The Bargain Of The AI Boom

The current Nvidia valuation looks reasonable by its own historic standards, despite standing at the foundation of the AI revolution.  

3 Dividend Stocks With Robust Yields For Tough Times

In a volatile market, dividend stocks are a safe bet for income-minded investors. AI stocks are struggling, making dividend stocks a good alternative. Three top dividend stock picks for stability and growth are General Mills, Chevron, and Verizon.

Micron Stock's Rally Looked Unstoppable — Until Google's TurboQuant Hit

Micron and SanDisk are on track for their worst multi-session runs since April 2025 after Google published TurboQuant.

How To Trade SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, TSLA Using Technical Analysis

Meta Goes All In On Texas With One Gigawatt Data Center

Meta Platforms (NASDAQ: META) is expanding its El Paso data center to 1 gigawatt, investing over $10 billion and creating hundreds of jobs.

Amazon Chip Division Hit By Second Senior Exit In Months

Amazon's chip unit sees second senior exit in months, raising concerns as it scales Trainium AI chips vs. Nvidia.

Arm's New Game Plan: Make Its Own Chips, Make More Money

Wall Street is bullish on $ARM. With price targets hitting $227, find out why analysts say Arm's silicon push is a long-term growth engine.

In-Depth Analysis: NVIDIA Versus Competitors In Semiconductors & Semiconductor Equipment Industry

SpaceX And Anthropic IPO Frenzy Begins Early As REX Shares, Tuttle Capital File For 2x Leveraged ETFs

Asset managers REX Shares, Tuttle Capital Management are racing to launch 2x leveraged ETFs tied to anticipated IPOs of SpaceX and Anthropic.

Huawei Targets Nvidia's Turf With New AI Chip

China's tech giants embrace Huawei's 950PR chip amid Nvidia export curbs. A deep dive into the accelerating domestic semiconductor push.

'Huawei's New AI Chip Finds Favour With ByteDance, Alibaba Which Plan To Place Orders, Sources Say' - Reuters Exclusive

https://www.reuters.com/world/china/huaweis-new-ai-chip-find-favour-with-bytedance-alibaba-which-plan-place-orders-2026-03-27/ 

Lisa Su Hosts Howard Lutnick As Commerce Department Highlights 'Gold Standard' American Tech Stack: AMD CEO Appreciates The 'Open Dialogue'

Lisa Su hosted Howard Lutnick as the U.S. intensified its semiconductor and AI dominance push with industry backing.

Lumentum Holdings (LITE) Stock Is Trending Overnight: Here's What You Should Know

Lumentum shares rose 1.5% in after-hours trading following a major U.S. manufacturing expansion to serve AI data centers.

Anthropic Scores Major Win As Judge Halts Trump Ban, Questions Pentagon's 'National Security' Narrative: 'Classic Illegal First Amendment Retaliation'

A federal judge temporarily blocked the U.S. government from sidelining Anthropic, citing likely First Amendment retaliation.

Cathie Wood Going Cold On Big Tech? Ark Sells Nvidia, AMD, Meta And Google Stock — AI Darlings Get The Dump

Cathie Wood dumps tens of millions in major holdings spanning AI and big on Thursday, March 26, 2026.