Samsung’s mass production of storage drives for Nvidia’s Vera Rubin platform underscores the growing AI memory demand and strengthens the supply chain…
A deepening tech rout led by falling semiconductor stocks contrasts with bullish analyst sentiment on SpaceX.
Memory giants Micron and SK Hynix bet on AI-driven chip demand to offset a cyclical crash in traditional memory prices, pivoting to…
Samsung's earnings disappointment on lofty AI expectations triggers a broad tech selloff, while bullish analyst ratings on SpaceX lift space-sector stocks.
Samsung Electronics posted record quarterly earnings, but its stock fell amid a broad tech selloff, highlighting market concerns over chip demand and…
China's strategic pivot to domestic AI chips challenges Nvidia's dominance in its key Asian market, as policymakers prioritize self-reliance in critical technology…
UBS recommends a pair trade of buying SK Hynix’s new ADRs and selling its Korea-listed shares, expecting the ADR discount to narrow…
Chinese firms are switching from Nvidia GPUs to local AI chips, a survey finds, fueling concerns over Nvidia's declining market share and…
Intel-backed Syntiant files for IPO, showcasing edge AI chip growth and potentially lifting Intel’s investment returns.
Technology stocks jumped Monday, led by the Nasdaq 100, as Samsung’s upcoming earnings report fueled expectations of strong quarterly results and lifted…
Dip buyers pushed tech stocks higher, with Nvidia rebounding from last week's chip pullback, signaling renewed confidence in AI demand.
Broadcom extends its Apple supply contract through 2031, reinforcing a pivotal relationship that supports both companies' long-term growth strategies in the tech…