Chips

Meta, YouTube ordered to pay damages, Microsoft stock off to worst three-month start to a year, Iran war puts spotlight on Taiwan risks, and more news to start your day.

It had been thought Iran would be unlikely to close the Strait of Hormuz. How events are shaping China’s designs on Taiwan.

Micron stock has benefited from the memory-chip boom, but American investors are about to get an alternative play on the trend.

A supply crunch for Intel and AMD’s central processing units means longer wait times and higher prices, a report says.

Nvidia stock shook off the entry of Arm Holdings into the artificial-intelligence processor market.

Tesla stock is looking to recapture some lost momentum after snapping a brutal three-day losing streak on Monday.

Lumentum and Coherent have seen explosive gains over the past 12 months amid a boom in artificial-intelligence infrastructure spending.

Memory makers, for the most part, have soared above the fray. 

SK Hynix is making big investments in chipmaking tools, which is good for ASML but might have concerning implications for Micron.

Nvidia stock has flatlined in recent months but CEO Jensen Huang is positive about the potential of artificial intelligence.

Norwegian Cruise Lines rises to become the best performing stock in the S&P 500 index.

Elon Musk outlined his semiconductor manufacturing ambitions on Saturday evening.

Super Micro Computer stock tumbled after one of its co-founders was indicted for alleged chip smuggling, but some see cause for hope.

Nvidia stock could do with a resumption of sales in China but competition from a new Huawei chip could be an obstacle.

Investors will be happy if Synopsys stock can even deliver a fraction of the returns Western Digital and Sandisk have delivered.

Fink shared his thoughts on everything from AI to tariffs to Social Security in his annual letter to shareholders on Monday.

Iran war has sparked a supply chain mess, Trump sends ICE to airports, Musk unveils Terafab AI chips project, and more news to start your day.

Super Micro stock plunges after the U.S. government charges employees with involvement in a plan to divert servers to China.

Super Micro Computer stock tumbled after it placed two employees on leave and fired a contractor after learning of their alleged involvement in a chip-smuggling plan.

Nvidia stock looks set to end the week lower than it started despite multiple announcements at its GTC conference but investors should be patient.

ASML stock is down 7% in the past month, which makes the chipmaking machinery company a bargain according to TD Cowen.

Super Micro co-founder accused of violating export-control laws, FedEx raises outlook, Trump’s Powell criticism endangers his nominee, and more news to start your day.

Micron stock drops even as the memory-chip maker posts strong fiscal second-quarter earnings.

Nvidia stock isn't moving off the back of its GTC conference but Wall Street analysts are still applauding and there’s another high-profile cheerleader—Elon Musk.

Alibaba stock is being outshone by MiniMax and Zhipu in China and earnings didn't help.