Semi Mania's Broadcom Problem; World's Smartest Banker To Pitch SpaceX; Japan Risk To AI Trade

Semi Mania

EXCLUSIVE: China Added 10 Times More Power Capacity Than The U.S. Last Year — Why This CEO Sees An AI Warning Sign

China's power buildout is dramatically outpacing the U.S., warning that electricity—not chips—could determine who wins the AI race, Hyliion CEO told Benzinga.

9 Information Technology Stocks Whale Activity In Today's Session

Bitcoin Has Dumped Every Day Since Michael Saylor Announced He Sold: What Is Going On?

Michael Saylor told his followers to never sell their Bitcoin (CRYPTO: BTC). But his company did, and Bitcoin has been sliding every day since.

The Market Is Undervaluing Microsoft, Says Analyst

Microsoft unveils new AI models, agent tools, Windows upgrades, and quantum progress to strengthen its long-term AI strategy.

EXL Integrates NVIDIA Transaction Foundation Model Technology To Accelerate AI-Powered Fraud Detection, Risk Management And Personalization For Financial Institutions

EXL (NASDAQ:EXLS), a global data and AI company, announced the integration of NVIDIA's Build Your Own Transaction Foundation Model developer example into its AI and analytics offerings, enabling financial institutions to

Analyst Picks NVIDIA Over Every Other AI Chip Stock Right Now

Is the AI trade moving past NVDA? Wall Street eyes Broadcom and Marvell for custom chips, but KeyBanc says NVIDIA is still king.

Broadcom's AI Outlook Misses, But Bigger ETF Opportunity Is Emerging

Broadcom's earnings spotlight a growing shift from GPUs to custom AI chips. Here are some semiconductor ETFs that could benefit from the ASIC boom.

Why Is Intel Stock Falling Thursday?

Intel stock slips below short-term trendlines after a massive rally. Read the key technical analysis and critical support levels to watch.

Why Is Micron Stock Falling Thursday?

Micron stock dips in premarket trading as Broadcom's AI outlook sparks profit-taking across the semiconductor sector.