semiconductors

Technology Oct 10

Nvidia Credit Default Swaps Hold Steady as Broadcom, Oracle Spreads Widen on AI Debt Fears

Nvidia's credit default swaps and valuation have held firm while Broadcom and Oracle face widening spreads and contracting price-to-earnings ratios amid an AI credit scare.

2 min read MarketWatch

Business Oct 7

Marvell Stock Jumps as AI Chip Orders Turn Forecast Into Beat

Marvell Technology shares climbed after the chipmaker topped revenue and earnings forecasts and raised its outlook, signaling that AI data-center demand is translating into real orders.

2 min read MarketWatch

Technology Oct 6

World Bank Lifts East Asia Growth Forecast to 4.5%, Warns AI-Driven Export Boom Poses Concentration Risk

The World Bank raised its 2025 growth outlook for East Asia and the Pacific to 4.5%, but warned the region's expansion leans heavily on AI-related manufacturing and exports that could falter if U.S. spending cools.

2 min read CNBC Top

Business Oct 6

Intel Shares Fall After Musk Signals Second Chip Partner for Terafab Venture

Intel shares dropped after Elon Musk suggested another semiconductor firm could join the Terafab chip manufacturing project, raising doubts about Intel's role in the venture.

2 min read MarketWatch

Technology Oct 5

US Charges Tech CEO With Smuggling $300 Million in Nvidia Chips to China

Greg Lui, 38, is accused of using falsified documents to ship $300 million worth of AI servers containing restricted Nvidia chips to China, the Justice Department announced Thursday.

2 min read Ars Technica

Business Oct 1

Micron Earnings Beat Fails to Lift Stock as AI Memory Boom Loses Shock Value

Micron beat Wall Street estimates again, but the margin of surprise has narrowed — and investors who once rewarded every beat are now selling the news.

2 min read MarketWatch

Business Oct 1

Micron Revenue Nearly Quadruples to $XX Billion as Data Center Demand Drives Blowout Quarter

Micron reported fiscal fourth-quarter revenue that nearly quadrupled year-over-year and issued guidance far above analyst expectations, powered by an 11-fold surge in data center revenue.

2 min read CNBC Top

Business Sep 30

Micron Earnings Loom as Options Traders Bet Big on Bullish Move

Options traders are positioning bullish ahead of Micron's earnings report, with 75% of premium tied to calls and market-makers pricing a 7% move.

2 min read CNBC Top

Technology Sep 29

AMD Buys World Labs in AI Push Against Nvidia

AMD has acquired AI startup World Labs, a move that intensifies its challenge to Nvidia's dominance in the artificial intelligence chip market.

2 min read Ars Technica

Business Sep 29

AMD Buys World Labs for $8 Billion to Land AI Pioneer Fei-Fei Li

AMD's $8 billion deal for World Labs brings spatial-intelligence models and, more importantly, a leader who can recruit top AI talent.

2 min read MarketWatch

Technology Sep 29

Nvidia's China AI Chip Sales and Trump Influence Draw Scrutiny From Experts

Tech policy experts warn that Nvidia's dominant position in AI chips and its dealings with China could give the company outsized sway over the Trump administration's trade and export decisions.

2 min read Ars Technica