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DATA CENTER CHIPS
Micron, SanDisk, AMD and Qualcomm stocks plunge as US stock market crashes today: Dow, Nasdaq and S&P 500 turn red as chip selloff deepens – What is driving Wall Street's sudden reversal?US stock market crash today: The Dow, Nasdaq and S&P 500 are all trading in the red, while some of the biggest semiconductor stocks are los...- Qualcomm shares 9% slump as weak smartphone chip sales overshadow data-center momentumQualcomm's shares dropped significantly in early trading following disappointing smartphone chip sales. The company's largest business segm...
- AI, data-center stocks slip as Democratic sweep clouds expansion plansStocks related to AI and data centers are facing a slump in premarket trading as Democrats secure significant wins in the US midterm electi...
- Elon Musk's business empire braces for Democratic wave as Texas flips blueElon Musk's nearly $500 million campaign to support Republicans failed as Democrats reclaimed both chambers of Congress and flipped Texas' ...
- Arm beats second-quarter revenue estimates on AI and data-center demandArm said its server-chip architecture accounted for more than 50% of deployments at major cloud providers in 2025 and is expected to exceed...
- Qualcomm's smartphone chip sales miss estimates, shares fallDemand for lucrative high-bandwidth storage for AI servers has pushed up memory chip prices, raising the cost of consumer electronics and s...
- Donald Trump's midterm drubbing demonstrates the power of data center opponentsDemocrat victories in recent midterm elections signal a shift in public sentiment regarding data centers and AI technology. Key races in Te...
- Solstice boosts annual forecast after AI-driven demand drives quarterly beatSolstice Advanced Materials saw a surge in demand from data centers, which prompted an optimistic adjustment in their profit forecasts. The...
- Oracle abandons $7 billion Tencent AI deal under Trump pressure: FTUS officials approached Oracle to raise concerns about the Tencent deal, the newspaper said, citing people familiar with the matter.
- AMD forecasts quarterly revenue above estimates as data-center growth acceleratesThe company, which nearly doubled its data-center revenue in the third quarter, is benefiting as a shift in AI workloads toward running mod...
- AMD's OpenAI, Meta chip deals trigger $1 billion quarterly chargeAMD in February agreed to sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could l...
- AMD's OpenAI, Meta chip deals trigger $1 billion quarterly chargeAMD in February agreed to sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could l...
- Marvell to buy Lumentum in $115 billion deal in AI data-center betMarvell Technology is poised to acquire Lumentum in a groundbreaking all-stock transaction worth $115 billion. This strategic acquisition i...
- Google’s Space AI just wrote a Haiku from orbit; here’s how it did itGoogle launched its Project Suncatcher prototype satellite on October 1, 2026, aboard SpaceX's Transporter-18 mission. Following initial ch...
- Intel forecast disappoints as Israel fab blast, PC weakness weighThe guidance could test confidence in a stock that has more than doubled this year, as investors weigh ongoing manufacturing constraints an...
- Nvidia's web of AI bets: smart strategy or bubble risk?Nvidia's $3 billion investment in Meta's share sale, announced Tuesday, is the latest addition to a portfolio of stakes, loans and guarante...
- Marvell in advanced talks to buy Lumentum: Bloomberg NewsMarvell has emerged as one of the biggest beneficiaries of the AI boom, driven by strong demand for its custom AI chips and networking hard...
- Samsung keeps shattering profit records as AI boom lifts chip demandRevenue for the July-September period rose to an all-time high at 195.3 trillion won (USD 146 billion), marking the company's fourth straig...
- OpenAI plans to buy Google's AI chipsOpenAI plans to buy Google's AI chips, The Information reported on Tuesday, citing a person familiar with the matter, as technology compani...
- Neocloud firm Argentum AI in talks for $5 billion AI chip financing, sources sayOne of the people said the money would pay for additional chips for the data center Argentum secured in Poland with DL Invest Group, and th...
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