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Stocks

“Super Micro shares tank 33% after employees charged with smuggling Nvidia chips to China”

April 12, 2026

“People tied to an unnamed U.S. server maker illegally diverted billions in equipment containing Nvidia artificial intelligence chips to China, U.S. prosecutors said. Super Micro said one of the defendants was a co-founder and executive of its company, another was… Continue Reading…

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Business

“Arm jumps 16% as company expects revenue windfall from new chip, a ‘significant shift’”

April 12, 2026

“Arm’s shares jumped after CEO Rene Haas said the company expects its newly released chip to generate $15 billion in annual revenue in 2031. The firm unveiled its AGI CPU chip on Tuesday, which is designed for AI inference in… Continue Reading…

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Stocks

“Intel shares jump 9% after buying back Ireland chip fab in sign of renewed strength”

April 12, 2026

“Intel shares jumped Wednesday after the chipmaker said it would repurchase equity in its Fab 34 manufacturing facility in Ireland for $14.2 billion. The semiconductor company sold the 49% stake to Apollo Global Management in 2024 to raise capital. The… Continue Reading…

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Stocks

“Intel (INTC) Is Up 23.3% After Advancing AI Chip Packaging Talks With Google and Amazon”

April 12, 2026

“In late March and early April 2026, reports emerged that Intel is in advanced talks with Google and Amazon to provide advanced AI chip packaging using its EMIB and EMIB-T technologies, with production preparations underway at its Rio Rancho, New… Continue Reading…

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Business

“TSMC Revenue Jumps 37% in January as AI Spending Marches On”

February 17, 2026

“…The contract chipmaker for Nvidia Corp. reported a 37% rise in January revenue to NT$401.3 billion ($12.7 billion), above the 30% revenue growth TSMC expects for the full year. The year-ago comparison, however, may have been affected by the Lunar… Continue Reading…

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Stocks

“This Artificial Intelligence (AI) Giant Is Up 72% Since the Start of 2025…” [TSMC]

February 11, 2026

“…TSMC, as it is also known, has seen its stock price jump 72% since the start of 2025, as of this writing, and is climbing further on stellar fourth-quarter earnings results in January… In fact, management raised its five-year compound… Continue Reading…

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Stocks

“CoreWeave (CRWV) Soars 26% as Chip Giant Raises AI Bets”

January 24, 2026

“…CoreWeave surged by 26.3 percent week-on-week to claw back to the $101 level—a two-month high—as investors loaded positions in stocks riding the artificial intelligence wave, buoyed by a semiconductor giant’s strong earnings performance last year and news that it would… Continue Reading…

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Business

“TSMC delivers another record quarter as profit jumps 35% fueled by robust AI chip demand”

January 20, 2026

“The world’s largest contract chipmaker has now posted year-over-year profit growth for eight consecutive quarters. TSMC said advanced chips measuring 7-nanometer or smaller made up 77% of total wafer revenue during the quarter, as demand from AI servers remains strong…”… Continue Reading…

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Stocks

“Why AMD Stock Fell 15% in November”

December 10, 2025

“…Finally, the stock fell again on Nov. 25 in response to a report in The Information showing that Meta was planning to buy Google’s TPUs, a sign of a new competitor in AI… https://finance.yahoo.com/news/why-amd-stock-fell-15-042355093.html

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Business

[Chinese Computer Chip Maker] “DeepSeek’s ‘Sputnik moment’ sparks rout in AI-linked stocks”

January 27, 2025

“…Investors hammered technology stocks on Monday, sending the likes of Nvidia and Oracle plummeting, as the emergence of a low-cost Chinese artificial intelligence model cast doubts on dominance of U.S. companies in this sector. Startup DeepSeek last week launched a… Continue Reading…

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