South Korea President Lee looking to open new era of AI in with global tech companiesPresident Lee delivered a keynote address unveiling a "San Francisco AI Declaration" that outlined South Korea's AI ambitions and its visio...
Nvidia among 6 megacaps that Morningstar says are undervalued. See full listMorningstar sees six megacap stocks as undervalued opportunities. Nvidia's AI GPU systems are expected to drive strong future growth. Micro...
Chipmakers head for big profit gains, but will it be enough?Chipmaker shares are experiencing significant price swings on Wall Street this month. Investors anticipate these companies will drive much ...
Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
US probes Samsung for alleged infringement of Netlist's memory-chip patentsUS trade regulators have launched a probe into Samsung memory chips. This investigation follows a complaint alleging patent infringement by...
Beyond Nvidia: The hidden winners of the AI investment boomThe real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO a...
Apple chasing AI chip company deals, The Information reportsApple is reportedly exploring acquisitions of chip companies to enhance its AI server processors. The tech giant faces performance challeng...
JP Morgan moving closer to a milestone no bank has ever reached: A $1 trillion market valueJPMorgan is approaching a $1 trillion market valuation after record profits and a strong share rally. Robust investment banking, diversifie...
Dimon-led JPMorgan poised to become world's first $1 trillion bankJPMorgan Chase is approaching a monumental valuation of $1 trillion, marking a pivotal achievement for the financial institution. Its remar...
ET Graphics: Wall Street cuts AI giants’ paper valuation loopLast week, AI bellwethers including Nvidia, AMD and Intel came under renewed selling pressure, while semiconductor stocks such as Micron, B...
Is Broadcom stock a buy after Apple's massive chip pact?Apple has signed a chip supply agreement worth more than $30 billion with Broadcom through 2031, strengthening its long-term partnership wi...
US stocks today: Dow falls 500 points after Trump says Iran deal is 'over'U.S. stocks closed lower after Donald Trump declared the Iran deal “over,” raising fears of further conflict and pushing oil prices higher....
Apple's $30 billion Broadcom deal may help bolster Trump tiesIn a post on X, Apple CEO Tim Cook called it a step towards an "end-to-end silicon supply chain" in the US, and the company thanked "the pr...
Broadcom shares jump over 2% after Apple announces $30 billion chip dealBroadcom shares gained after Apple announced a multi-year chip supply agreement exceeding $30 billion. The deal expands US manufacturing, s...
Apple to spend $30 billion in Broadcom chips deal that will see Colorado factory expandApple will invest over $30 billion in a new chip supply deal. As part of the deal, Broadcom will spend $1.5 billion to expand a factory in...
Broadcom, Apple extend chip supply deal through 2031Broadcom has been a supplying key components to Apple for a very long time, including custom radio frequency chips used in iPhones, Wi-Fi ...