Chips

Analysts at Stifel and J.P. Morgan pushed back on reports the chip maker is losing important orders for custom chips.

Nvidia slips after President Donald Trump says he plans to allow the company to sell its more advanced AI chip to China.

Whether Beijing will allow sales of the advanced AI GPU in the country remains to be seen.

Paramount raises drama with hostile bid for Warner Bros., Trump unveils farm aid, Berkshire Hathaway preps for life after Warren Buffett, and more news to start your day.

Benchmark Equity Research downgrades Marvell stock to Hold from Buy on a potential misread of Amazon.com business.

Nvidia stock has been hit by concerns that custom chips designed by Broadcom could eat into its dominant market share.

Fed rate decision looms, Trump to outline economic policies, Netflix’s Warner Bros. Discovery deal, and more news to start your day.

Moore Threads rose 425% from its initial public offering price as it looks to fill the gap left in the Chinese chip market by Nvidia.

Nvidia stock was rising as the market digests reports from AI server companies Foxconn and Hewlett Packard Enterprise.

CoreWeave, Nebius, and IREN are battling for dominance in the growing business of AI chip rental. Their stocks have suffered of late.

The weekly chart in particular shows clear signs of improvement after a strong rally.

Nvidia stock was gaining amid reports it won a major political battle over restriction on exports of AI chips.

Micron will stop selling Crucial-branded consumer memory products at the end of February 2026.

A report says Meta Platforms, the Facebook parent, plans to cut up to 30% of its Metaverse budget.

The personal consumption expenditures price index, the Fed’s preferred inflation indicator, will hit the wires for the first time since late September.

The top 12 stocks in the S&P 500 have risen 145% on average so far this year.

Microchip Technology lifted its guidance for its fiscal third quarter.

Marvell jumps after the chip maker beats Wall Street’s earnings targets and announces the acquisition of an AI start-up.

The chip maker is seeing strong demand in its data-center business. The company now expects revenue in the segment to grow 25% next year.

Nvidia stock looks to be brushing off the threat of Amazon’s new Trainium 3 AI chips.

Amazon announces AI chips, Marvell’s data center business takes off, Bitcoin recoups lost ground, and more news to start your day.

Nvidia stock has been hit by a perceived threat from Google but a number of industry partnerships could restore confidence in the chip maker.

MongoDB shares surge after the document database company raises guidance, and Janux Therapeutics craters on new trial data for a novel cancer drug.

Amazon said “UltraServers” powered by its in-house Trainium 3 chips are now available, looking to rival Nvidia and Google.

Nvidia’s Synopsys stake can help shake competition concerns, U.S.-U.K. drug deal signals lower tariffs, and more news to start your day.