AMD is paying about $8.2 billion in stock for World Labs, a two-year-old startup run by Fei-Fei Li. Her ImageNet photo database helped launch the modern AI boom.
This startup was actually funded by Nvidia – partially. This now puts Nvidia in a very...
Taiwan chip exports climbed to a record $30.8 billion in the latest monthly print, up 60% from last year. Stock prices for both Advanced Micro Devices (AMD) and Micron Technology (MU) broke out of long consolidations this month.
This is crucial...
Advanced Micro Devices (AMD) touched a $1 trillion market value for the first time on Monday, peaking at $615.99 a share before easing back below that line.
The stock last traded at $609.65, up over 8%, for a market capitalization of $995 billion....
Chip stocks extended a rout on Monday, triggered by an AI slowdown call from Anthropic CEO Dario Amodei that sent the Philadelphia Semiconductor Index down as much as 5.9%.
Nvidia fell 3.4%, Broadcom slid nearly 5%, and Micron and AMD each dropped...
President Donald Trump says his administration already holds criminal and regulatory power over AI companies. He made the claim while arguing the industry needs no guardrail beyond himself.
He posted it minutes after Monday’s opening bell, into a...
South Korea’s economy is booming on demand for artificial intelligence (AI) chips, with nominal GDP growing 21.9% in the first half of 2026.
Almost 70% of that expansion comes from semiconductors alone.
How the AI Chip Boom Is Powering South...
Six weeks after AI bets nearly wrecked his hedge fund, Leopold Aschenbrenner is putting money into the same companies again. His hedge fund, Situational Awareness, bought call options on AMD, Bloom Energy, CoreWeave, SK Hynix and SanDisk, CNBC...
Dan Ives says software stocks have earned their clearest buy signal in months. Oracle’s latest earnings marked a turning point for a sector many investors had shunned.
Ives, a partner and senior managing director at Yorkville Ives, made the comments...
