Nvidia stock was rebounding, having fallen about 9% over the past five trading sessions.
2 minute read
Air travel nightmares worsen, TSMC sales growth slows, Corning’s bold bid to revive solar industry, and more news to start your day.
Long Read
Tesla declines after the electric-vehicle maker's shareholders approve a massive pay package for CEO Elon Musk.
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China’s commitment to innovation poses a long-term threat to U.S. companies. What it needs now is for its citizens to spend more.
Long Read
Nvidia stock has been hit this week by concerns about the artificial-intelligence trade and the company’s prospects in China.
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Duolingo declines sharply after its bookings forecast misses estimates, and DoorDash tumbles following an earnings miss.
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The Dutch government’s repossession of auto chip powerhouse Nexperia from its Chinese parent looks to be spreading pain across the auto industry.
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Marvell could be a tempting takeover target as its stock has underperformed other chip companies exposed to the artificial-intelligence boom.
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Nvidia stock gained as CEO Jensen Huang warned Chinese competitors are near to matching U.S. capabilities in AI chips.
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Qualcomm reported revenue of $11.27 billion in its latest quarter, surpassing the $10.77 billion consensus estimate.
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The chip designer is generating higher royalty rates and is making progress in the cloud-server processor market.
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Shares in AMD rise after the chip maker posts better-than-expected third-quarter earnings and revenue.
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A PC refresh cycle is finally here. AMD and Intel have already benefited. Dell could be next.
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AMD reported revenue of $9.25 billion for the latest quarter, ahead of analysts’ expectations for $8.76 billion.
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Nvidia stock was recovering Wednesday after AI-exposed stocks slumped the previous day.
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It could be a long two weeks for tech stocks.
3 minute read
AMD beats expectations, Mamdani wins NYC mayoral election, Bitcoin briefly dips below $100,000, and more news to start your day.
Long Read
Shares in data analytics software developer Palantir tumble even as the company tops analysts' earnings estimates.
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Nvidia is set to benefit from the continued wave of AI spending but another chip company looks to have more upside right now, according to Jefferies.
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Burry’s Scion Asset Management bought put options with a notional value of $187 million on Nvidia stock, a regulatory filing for the quarter ending Sept. 30 shows.
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Kimberly-Clark agrees to buy Tylenol maker Kenvue in a cash-and-stock deal valued at about $48.7 billion, including debt.
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Qnity Electronics supplies chemicals and materials to makes of semiconductors.
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Amazon Web Services will provide infrastructure for OpenAI’s artificial-intelligence workloads.
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Artificial intelligence is changing the world, but many of the stocks that have benefited are at risk now.
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AI debt is getting exotic. We’ve seen this before.
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