Sandisk Authorizes $14 Billion Buyback Following 372% Revenue Surge
Sandisk initiates a $14 billion buyback program as data center demand fuels a 372% revenue surge, signaling management's belief that the stock…
Sandisk initiates a $14 billion buyback program as data center demand fuels a 372% revenue surge, signaling management's belief that the stock…
Huawei is accelerating its domestic AI chip roadmap with earlier releases for the Ascend 960 series, aiming to solidify its position in…
Nvidia reports record-breaking growth and reaffirms a massive long-term AI infrastructure outlook as major hyperscalers begin installing the company's latest Vera Rubin…
Semiconductor stocks tumbled 5.6% on AI slowdown fears, even as OpenAI's CFO signaled strong enterprise growth and cybersecurity firms like CrowdStrike surged…
Arista Networks and Synopsys provide the foundational hardware and software tools necessary to sustain the next decade of AI compute growth, positioning…
UBS flags Nvidia as undervalued, BMO turns bullish on MACOM Technology, and retail giants Ross Stores and Target capture market share as…
Musk’s non-denial of a Tesla-SpaceX merger fuels market speculation as the companies deepen collaboration through the $119 billion Terafab chip initiative, impacting…
Chipmakers including Qualcomm, AMD, and Nvidia posted gains on Tuesday as market participants prioritized long-term AI infrastructure demand over short-term cyclical concerns.
Apple plans to deploy custom M8 Ultra-based AI servers by 2029, leveraging NVIDIA's networking fabric to optimize costs and maintain its premium…
Nvidia shares climbed 2.8% after CEO Jensen Huang signaled a potential doubling of chip sales, citing relentless demand for AI accelerators and…
Broadcom faces market pressure as investors weigh the sustainability of AI infrastructure spending, though management reaffirms long-term growth targets driven by inference…
Semiconductor stocks led a broad market rally on Thursday, with the PHLX Semiconductor Index climbing 3.3% as all 30 index components finished…