Qualcomm, known for smartphone semiconductors, announced a pair of AI accelerator chips set to hit the market in 2026 and 2027.
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Alibaba last week announced a new chatbot to challenge ChatGPT and new AI-powered smart glasses to challenge Meta.
The S&P 500 has climbed 35% since its April low and roughly 90% since the beginning of its bull run in 2022.
The all-powerful cohort continues to define the broader market, which has officially been placed on the “bubble watchlist.”
Counterpoint data found the iPhone 17 lineup outsold the iPhone 16 by 14% in the US and China for its first 10 days.
Respondents in Bank of America’s October Global Fund Manager Survey cited an AI bubble as the biggest tail risk facing the global economy.
Broadcom is tight-lipped about its client list, but analysts believe its three biggest customers are Google, Meta and Bytedance.
Tech stocks, among the most vulnerable to souring US-China trade relations with China, led Friday’s sell-off.
Intel has invested more than $20 billion in the new factory, which will churn out its chips in the US for the first time in nearly a decade.
OpenAI will put the chips to work in data centers that’ll power the staggering compute ChatGPT needs to remain everyone’s favorite therapist.
In a speech in Rhode Island, Jerome Powell reminded Wall Street and the world that The Fed remains in a “challenging situation.”
And yet, last week, Tesla scored a couple key brownie points from Wall Street analysts. So why the optimism?
Unfortunately for Intel, the deal does not provide a direct lifeline to its floundering chipmaking foundry business.
In a note last week, JPMorgan’s Andrew Tyler wrote that macro conditions could turn a widely-expected rate cut into a “sell the news” event.
Through August, Wall Street began rotating into small cap companies and sectors outside the bounds of the AI trade.
Nvidia reported zero Q2 sales of the H20 chip to China. It’s the latest sign of China’s decreasing dependence on the company.