Semiconductors
AI Boom Poised to Push Semiconductors Past $1 Trillion, Says Bank of America
Nvidia and Broadcom lead a decade-long transformation despite valuation concerns The artificial intelligence boom is far from peaking, according to...
Hut 8 Secures $7 Billion Data Center Lease Backed by Google at River Bend Campus
Landmark 15-year agreement positions Hut 8 at the center of next-generation AI infrastructure buildout Hut 8 Corp. (HUT) has taken...
Micron Posts Record Revenue and Profit in Fiscal Q1 2026
AI-driven demand fuels margin expansion and strong cash generation Micron Technology (MU) delivered a standout start to fiscal 2026, reporting...
Oracle Shares Slide Amid Questions Over Data Center Financing
Blue Owl talks stall as concerns grow over debt and AI spending Oracle shares fell about 6% on Wednesday after...
Oracle Shares Plunge Amid Surging AI Costs and Debt Concerns
Despite record AI demand and a soaring $523 billion backlog, Wall Street reacts sharply to Oracle’s aggressive $50 billion spending...
Chip Giants Face Legal Firestorm Over Alleged Role in Russian Weapons
Intel, AMD, Texas Instruments, and a Berkshire-owned distributor accused of “willful ignorance” as US-made chips surface in Russian missiles and...
Nvidia Shares Climb as Trump Administration Reportedly Moves to Approve H200 Chip Sales to China
Proposed policy shift reignites debate over AI competition, national security, and the role of U.S. tech giants in China’s rapidly...
Lloyd Financial Group Outlines Strategic Portfolio Shifts Amid Strong Backlogs, Crypto Optimism, and SaaS Market Pressure
CEO Luke Lloyd and CIO Colin Symons highlight targeted buying opportunities in AVAV, CRWV, and select crypto names while preparing...
AMD CEO Confirms License to Ship MI308 Chips to China, Prepared to Pay U.S. 15% Export Fee
Lisa Su signals compliance with the new trade framework as Washington reshapes AI-chip exports—and legal questions mount over whether the...
Former Intel CEO Warns AI Boom May Be Inflated by “Circular Financing”
Pat Gelsinger says tech giants are funding their own demand — and warns that energy, not capital, is the real...
