Chips

Amazon’s investment would be tied to an agreement for OpenAI to use the e-commerce company’s in-house Trainium chips, according to a report.

Broadcom stock has tumbled after its earnings. That's a huge buying opportunity for J.P. Morgan analysts.

Shares of Tesla close on a record high.

Semiconductors have accounted for three of the nine industry groups that met the bubble criteria going back to 1991, according to Ned Davis Research Chief Thematic Strategist Pat Tschosik.

The company has become a key supplier of high-bandwidth memory.

Shares in the industry offer attractive opportunities even after the sector’s big run this year, according to Jefferies.

The shares have had a bad couple of weeks but analysts see a play on its AI chip dominance.

Roomba maker iRobot plummets following a bankruptcy filing, while cannabis stocks decline following sharp gains Friday after reports of possible looser marijuana restrictions.

Goldman Sachs double-downgrades Texas Instruments stock to Sell from Buy in a research note Monday.

Tech has carried the load this year. But there are many issues brewing into the end of 2025.

Broadcom falls sharply after reporting earnings, Oracle extends losses, and Lululemon beats analysts’ estimates for third-quarter earnings and revenue.

CEO Hock Tan said there was a fifth customer for AI chips that ordered $1 billion of chips for delivery in late 2026.

Broadcom forecast $19.1 billion in revenue for the current quarter, compared with analysts’ expectations of $18.4 billion.

Nvidia stock has largely moved sideways for a month and shareholders might have to wait until next year for hopes of a change. 

Broadcom is playing down the prospects for Google's Tensor Processing Units to become the dominant AI chips.

Wall Street has leaned heavily on mega-cap dominance. That could be changing.

Disney embraces AI in licensing deal, Broadcom beats earnings expectations, Trump administration targets financial industry watchdog, more news to start your day.

Oracle falls sharply after the cloud-computing company’s guidance comes in short of estimates and it raises its spending forecast.

Oracle’s latest earnings are driving down AI data-center hardware stocks.

Nvidia and other stocks exposed to the AI trend were being hit as Oracle slumped following earnings.

Tom Hancock, a portfolio manager at GMO, favors companies that consistently earn a high return on capital and reinvest in the business.

Nvidia trades lower after a report says its chip exports to China will be subject to a U.S. security review.

Photronics, the maker of photomask technologies, reports better-than-expected earnings and guidance.

Nvidia could face an additional hurdle to sales of its artificial-intelligence chips to Chinese customers.

Analysts at Citi Research and Deutsche Bank hiked their price targets this week.