Semiconductors
Cerebras Stock Jumps 9% After Sam Altman Reaffirms OpenAI Partnership
Shares rebound after OpenAI CEO calls Cerebras a “close partner,” easing concerns over the companies’ relationship Cerebras Systems (CBRS) shares...
Micron Beats Earnings Estimates, Delivers Strong Guidance as AI Memory Demand Surges
Revenue nearly quadruples as the global memory shortage and booming demand for high-bandwidth memory fuel record growth Micron Technology (MU)...
AMD to Acquire Fei-Fei Li’s World Labs in $8.2 Billion AI Deal
Chipmaker expands its AI ambitions with an all-stock acquisition focused on spatial intelligence, robotics and next-generation computing infrastructure Advanced Micro...
Nvidia Unveils Record $150 Billion Stock Buyback as Huang Signals Confidence
The AI chip giant raises its total repurchase authorization to $235 billion as strong cash generation gives Nvidia room to...
AMD Surges to Record High as AI Rally Pushes Valuation Past $1 Trillion
Chipmaker jumps more than 9% as investors pile back into AI stocks and semiconductor demand remains strong Advanced Micro Devices...
Qualcomm Shares Surge 9.5% on Amazon AI Data Center Partnership
Multi-generational AWS collaboration will target custom AI silicon and 1.6T optical connectivity, while giving Amazon warrants to acquire up to...
Broadcom Shares Fall 5% as Soft Q4 Outlook Overshadows Strong Earnings Beat
The AI chip giant topped third-quarter expectations and nearly doubled revenue, but weaker-than-expected guidance pressured shares after hours. Broadcom (AVGO)...
Dell Crushes Q2 Estimates as AI Server Demand Sends Revenue and Earnings Soaring
Dell raises its FY27 revenue outlook to $192 billion as record AI server orders and a $95 billion backlog signal...
Nvidia Revenue More Than Doubles as AI Demand Powers Record Q2 Results
Data center sales surge 117% as Nvidia forecasts $108 billion in third-quarter revenue and signals AI infrastructure spending remains strong...
AMD Earnings in Focus as AI Momentum Faces Semiconductor Market Volatility
Investors look to data center growth and new AI hardware as AMD prepares to report second-quarter results Advanced Micro Devices...
