Chips

Nvidia stock has been held back by concerns about custom chips. Meta Platforms and Broadcom are working on multiple generations of in-house hardware.

The energy shock has hit markets in Europe and Asia, but their growth drivers are intact. Where to find bargains.

Oil prices continue to rise, February inflation report won’t help Fed’s next decision, Kevin Warsh’s Fed nomination is stuck, and more news to start your day.

Nebius stock was soaring as the cloud-computing is in line for an investment from Nvidia.

Nvidia stock was reacting to the potential end of the Iran conflict and its GTC developer conference could provide a further boost.

Oracle’s AI momentum builds, Ackman entices new fund investors, Saudi Aramco plans to bypass Strait of Hormuz, and more news to start your day.

Shares in electric-vehicle makers Rivian Automotive and NIO rise following an upgrade and strong earnings, respectively.

Analysts at Citi and Susquehanna boost their price targets for Micron stock.

Taiwan Semiconductor Manufacturing reported strong February revenue growth, but investors remain focused on seasonal weakness and potential energy disruptions.

Xanadu and AMD partnered in a real-world demonstration of hybrid computing, people familiar with the collaboration tell Barron’s.

Nvidia stock was rebounding Monday despite risks to the semiconductor supply chain from the Iran conflict.

The operator of the Korea Exchange halted trading on shares at one point on Monday due to heightened volatility.

Marvell shares jump after the chip maker beats analysts’ fourth-quarter earnings estimates and issues solid guidance.

Marvell reports better-than-expected fourth-quarter earnings.

Possible new rules on chip exports could complicate the chip companies’ hopes of capitalizing of the estimated $1.5 trillion “sovereign AI” market.

Nvidia stock has been stuck for months but it just got a new Street-high price target from an analyst.

The market, the world’s hottest of 2025, plunged as the Iran war broke out.

Shares in Broadcom rise after the chip maker beats Wall Street’s earnings targets for its fiscal first quarter.

Broadcom reported fiscal first-quarter adjusted earnings of $2.05 a share, which beat analyst estimates of $2.03 a share.

Nvidia got a big investment from billionaire IT entrepreneur Leo Koguan as investors assess the results of its chip maker peer Broadcom.

Broadcom beat first-quarter earnings expectations, trade court paves way for broad tariff refunds for businesses, Beige Book reports growth, and more news to start your day.

Moderna shares jump after the vaccine maker says it has settled patent litigation tied to its Covid-19 shot.

Nvidia stock has been buffeted but J.P. Morgan analysts recommend an options strategy to benefit from a potential surge in the share price.

The MacBook Neo is less expensive than the iPhone 17.

South Korea was the world’s best performer last year, logging a 74% gain. A big drop came because of the fighting in Iran. Still, experts are saying it isn’t time to buy—yet.