Neutral
Last updated: 2026-06-13 20:52:52 ET
The software sector has struggled in recent months amid concern that software companies will struggle to survive in the AI era
Wall Street is underestimating how much Meta will spend on AMD’s AI chips, a Citi analyst said.
QCraft has demonstrated its urban Navigate-on-Autopilot (NOA) system running on Qualcomm’s SA8650P Snapdragon Ride platform in production vehicles, ...
The bank thinks Advanced Micro Devices is set to see an improving AI outlook, with both a stronger GPU business and increasing demand for CPUs.
Semiconductors are the core infrastructure powering the Information Age. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance ove...
The blue-chip Dow recouped most of its losses from Wednesday.
Josh and Sean break down how another trade is taking the place of the chip stocks and other early AI trades — the AI customers.
Samsung shares have rallied 150% so far this year with Korea’s army of retail investors speculating on further gains as the supply=demand imbalance ...
The S&P 500 and Nasdaq Composite fell in Tuesday's trading as chip stocks went back to their losing ways.
In a rare interview, a senior executive at TSMC discusses the AI boom, the geopolitics of chips and what it means for the price of electronics.
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