Chips

Intel stock has risen more than 40% this year so far in the run up to its earnings.

Nvidia stock is hovering near the same levels it was at last August, while other companies involved in the artificial-intelligence boom have surged.

Alibaba is one of multiple Chinese companies hoping to take advantage of the gap left by Nvidia’s current absence from China’s artificial-intelligence chip market. 

Nvidia invested $150 million in Baseten, which helps companies deploy and run large AI models.

Intel surges toward a four-year high ahead of earnings, while Netflix declines after issuing weaker-than-expected margin guidance.

Trump addresses Davos today, Mag 7 stocks reflect fear over AI trade, Netflix’s softer margin guidance overshadows earnings beat, and more news to start your day.

Each of the Magnificent Seven megacap stocks tumble as investors fret over President Donald Trump’s tariff threats.

Intel’s Panther Lake processors, made using its new 18A manufacturing process, could be a winner, Seaport says.

Nvidia stock was dropping amid concerns over geopolitics and the future of artificial intelligence.

Streaming giant Netflix and computer products maker Intel kick off tech earnings this week.

The U.S.-China AI race isn’t as close as it seemed, Chris Miller writes in a guest commentary.

Analysts at Citi lift their price target for Sandisk stock to $490 from $280 in a research note.

Tesla is restarting its Dojo AI supercomputer project to improve its self-driving and robotics technology. 

ASML is arguably Europe’s single most important exporter to the U.S.

Nvidia stock trades at the same levels as it did last August. Analysts think that makes it a screaming buying opportunity.

Micron Technology stock has surged as demand for memory-chips soars. Plans to buy a facility in Taiwan are part of a race to increase capacity.

GE Vernova rises after President Donald Trump and governors in the mid-Atlantic region unveil a plan to encourage the construction of power plants.

Semiconductor stocks have rallied but investors may want to wait before piling in.

Jefferies expects earnings upside for Nvidia, Broadcom and Marvell as AI demand accelerates.

Nvidia stock has largely moved sideways for three months but RBC Capital Markets analyst Srini Pajjuri is backing a new rally.

Taiwan Semiconductor Manufacturing will spend up to $56 billion on capital expenditures this year. It was taken as a vote of confidence in AI but it could be influenced by a U.S.-Taiwan trade deal.

Flash-memory stocks have started 2026 on a tear—but trying to catch the rally could be a risky move.

Taiwan companies offer U.S. chip investment for lower tariffs, Goldman sees possible opportunities in prediction markets, Verizon offering $20 credits after resolving service outage, and more news to start your day.

Taiwan Semiconductor Manufacturing's heavy spending is great news for companies which sell machinery and other tools for chip manufacturing.

Taiwan Semiconductor Manufacturing beats earnings expectations, sending its own shares and those of peers higher.