AI
AI chip stocks wobble even as investors get clarity on a key OpenAI issue
A new report paints OpenAI's financial picture in a more optimistic light.
Keyword
Chip
18 stories in the last 7 days, reading bullish overall. Coverage has slowed in the last day.
- 7-day mood
- +20.1Bullish +20
- Stories, 7 days
- 18
- Last 24 hours
- 2below usual
- Sources
- 13in the latest 30
Mood and coverage · last 7 days
Market chart- Chip · 6-hour average
- Hourly reading
- Stories per hour
View as table
| Day | Mood | Stories |
|---|---|---|
| Fri, Oct 9 | +17.4 | 1 |
| Thu, Oct 8 | +26.7 | 3 |
| Wed, Oct 7 | +17.1 | 5 |
| Tue, Oct 6 | +4.9 | 3 |
| Mon, Oct 5 | +23.7 | 3 |
| Sun, Oct 4 | — | 1 |
| Sat, Oct 3 | — | 0 |
| Fri, Oct 2 | −37.8 | 2 |
Latest on Chip
Newest firstAI
Micron, Nvidia and AI chip stocks fall as report on OpenAI's revenue causes 'undue concern'
OpenAI's annualized revenue reportedly fell short of expectations - but analysts say that reflects differences in how the figure is reported, not weakness in A…
Technology
TSMC's September sales surge year-over-year as AI drives chip demand
TSMC's September net revenue came in at 511.86 billion New Taiwan dollars
AI
AI chip boom pushes Samsung profits to record $80bn
The tech giant is also expected to get a boost from its latest folding devices that were launched in August.
Technology
Microsoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip
The new device shows Microsoft remains committed to making its own PCs even though it's not one of the top device makers.
Technology
SpaceX reportedly seeks $40 billion in debt to buy Nvidia chips | The 8:30
SpaceX reportedly seeks $40 billion in debt to buy Nvidia chips | The 8:30
Technology
Intel investors get some reassurance from Elon Musk over a major chip endeavor
Elon Musk and Intel's CEO have said the company's involvement in the Terafab chip plant will continue, boosting shares.
Technology
Marvell just gave a bullish outlook. It led TD Cowen to upgrade the stock
The bank upgraded the chip stock to buy from hold.
Technology
SpaceX reportedly is looking to raise as much money as the company generates in revenue to buy Nvidia chips
Elon Musk's SpaceX is in talks with banks and investors to borrow $40 billion to fund a purchase of Nvidia chips, according to a Financial Times report.
Technology
These 5 chip stocks are cheaper than the S&P 500 - and offer faster growth
Micron and Nvidia are among high-profile semiconductor companies that have been raking in cash and still have inexpensive stocks.
AI
The top wall street firms are fighting over 1 one AI chip
The top wall street firms are fighting over 1 one AI chip
Geopolitics
As Taiwan expands Arizona chip plant, China warns against developing political ties
The world's biggest chipmaker now manufactures at scale in Phoenix, as well as Taiwan. China is warning political leaders in Arizona to not get too friendly.
AI
The case for Nvidia's stock to march even higher after clinching its first record high in months
Analysts highlight the stock's cheap valuation and the chip maker's central role in the AI ecosystem.
AI
Lola Vision Systems is trying to make it easier to run AI models on chips
Lola Vision Systems is one of the Startup Battlefield 200 companies battling it out at TechCrunch Disrupt, taking place October 13-15 in San Francisco.
Technology
Musk hints TSMC may join his mega chip venture, and Intel's stock is taking a hit
Intel shares are taking a hit on Monday after a report that TSMC may help with Elon Musk's Terafab factory.
Technology
Cavan Sullivan's long-range chip highlights USMNT's 3-0 romp over Mexico
Sullivan becomes youngest-ever scorer in USMNT history. Julian Hall and Mailk Tillman also score. The last time the United States and Mexico played at this bui…
Markets
Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration
Cerebras shares hit an all-time low due to pressure from chip giant Nvidia, plus a post-lockup selloff.
AI
Amazon's $8B Nvidia chip move and $1B data center pledge: Who's holding the AI risk?
Amazon's $8B Nvidia chip move and $1B data center pledge: Who's holding the AI risk?
Technology
California man smuggled $300 million in Nvidia chips to China, prosecutors say
California man smuggled $300 million in Nvidia chips to China, prosecutors say
Technology
Steam Deck 2: Is AMD Gainsborough the chip Valve's been waiting for?
Steam Deck 2: Is AMD Gainsborough the chip Valve's been waiting for?
Technology
Friendly-faced California tech CEO arrested by feds for allegedly hiding $300M Chinese secret
Federal agents on Wednesday arrested a California tech CEO who's accused of smuggling more than $300 million in restricted AI chips into China.
Technology
Broadcom to lend Anthropic up to $42 billion to lease its chips, filing says
Anthropic's IPO prospectus reveals an extensive partnership with chip maker Broadcom that includes $42 billion lent to the AI lab to lease its chips.
Technology
Oracle has reportedly signed a $7 billion deal with Tencent. It could provide relief for the troubled stock.
Tencent signed a five-year deal which allows it to access artificial-intelligence chips not previously available in the country, according to the Financial Tim…
Technology
These two chip stocks could join the elite $2 trillion tech giant club, says top analyst
Resurgent CPUs and efficiency gains from memory could propel more chipmakers to a $2 trillion market cap.
Markets
Balfour Beatty to rejoin London blue chip share index
Balfour Beatty will rejoin the FTSE 100 index of leading shares on the London Stock Exchange (LSE) on 1 October following a 17-year absence. The UK's largest c…
Consumer
PepsiCo plans to raise prices on sodas, chips and dip - and that has Wall Street worried
TD Cowen analysts flagged the company's "shifting narrative on affordability" as a risk.
AI
Nvidia Just Smashed Stock-Buyback Record
Nvidia is expanding beyond chips with a new AI security platform
Markets
Nvidia Adds $150 Billion to Massive Stock Buyback, the Largest Ever
The increase comes four months after the chip giant added $80 billion to its buyback program, bringing the total remaining authorized amount to $235 billion.
AI
Physical AI chip developer SiMa.ai hits $1.45B valuation
The edge computing startup raised a $150 million Series C led by Fidelity and Amplify.
AI
Nvidia boosts share buyback by record $150B as AI boom fuels growth
The chip giant's buyback surpasses Apple's $110 billion approval in 2024.
