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News

OPINIONS

david-teppers-hedge-funds-bets-on-amd-nvidia-in-q3-takes-profits-on-intel
David Tepper's Hedge Funds Bets On AMD, Nv...
11/13/2025 22:06:48

A new 13F filing shows David Tepper's hedge fund betting on regional banks, semiconductors and more.

appaloosa-management-sold-holding-in-intel-corp
Appaloosa Management Sold Holding In Intel...
11/13/2025 21:04:41

10-information-technology-stocks-with-whale-alerts-in-todays-session
10 Information Technology Stocks With Whal...
11/13/2025 17:35:21

key-ai-chip-supplier-asml-deepens-ties-with-samsung-and-sk-hynix-in-south-korea
Key AI Chip Supplier ASML Deepens Ties Wit...
11/13/2025 15:09:24

ASML expands in South Korea with new campus to deepen collaboration with Samsung and SK hynix, aiming to support advanced chip ...

10-information-technology-stocks-whale-activity-in-todays-session
10 Information Technology Stocks Whale Act...
11/12/2025 17:35:19

eric-schmidt-says-free-chinese-ai-models-could-overtake-western-systems-in-global-use
Eric Schmidt Says Free Chinese AI Models C...
11/12/2025 10:28:35

Former Google CEO Eric Schmidt cautions about cost and accessibility of AI models, which could lead to global reliance on Chin...

zohran-mamdani-says-no-more-thanking-veterans-today-forgetting-tomorrow--trump-obama-and-others-express-gratitude-for-service
Zohran Mamdani Says No More Thanking Veter...
11/12/2025 02:25:52

America's top political and tech leaders — including Donald Trump, Barack Obama, Tim Cook, and Sundar Pichai — marked Veter...

10-information-technology-stocks-whale-activity-in-todays-session
10 Information Technology Stocks Whale Act...
11/11/2025 17:35:15

softbank-says-skipping-ai-is-riskier-than-betting-big
SoftBank Says Skipping AI Is Riskier Than ...
11/11/2025 12:27:00

SoftBank Group reports 7.8% increase in quarterly net sales, with strong performance from Arm Holdings and Vision Fund investme...

intel-ceo-lip-bu-tan-takes-charge-of-ai-strategy-at-chipmaker-after-cto-sachin-katti-departs-for-chatgpt-parent-openai
Intel CEO Lip-Bu Tan Takes Charge Of AI St...
11/11/2025 01:55:20

Intel CEO Lip-Bu Tan has taken direct control of the company's AI strategy following CTO Sachin Katti's departure to Op...

nvidia-ceo-jensen-huang-pushes-back-on-elon-musks-plan-to-build-chip-fab-says-what-tsmc-does-is-extremely-hard
Nvidia CEO Jensen Huang Pushes Back On Elo...
11/08/2025 05:49:35

Nvidia CEO Jensen Huang seems to have cautioned Tesla boss Elon Musk against underestimating the complexities of semiconductor ...

3-stocks-to-consider-buying-on-record-job-cuts
3 Stocks To Consider Buying On Record Job ...
11/07/2025 16:54:32

tsmc-samsung-and-maybe-intel-why-teslas-chip-strategy-is-trying-to-cover-every-foundry
TSMC, Samsung… And Maybe Intel? Why Tesla'...
11/07/2025 16:26:30

Elon Musk faces a new problem: global chip shortage for Tesla's AI ambitions. He plans to work with TSMC, Samsung, and Inte...

gene-munster-says-elon-musk-has-talked-about-moving-away-from-nvidia-before-but-its-proven-extremely-hard-to-do-as-tesla-doubles-down-on-ai5-chip
Gene Munster Says Elon Musk Has Talked Abo...
11/07/2025 02:27:27

Tesla CEO Elon Musk is accelerating plans to develop the company's in-house AI5 chip to rival Nvidia's Blackwell.

Core News & Articles
Tesla CEO Elon Musk Says Maybe We Will Do ...
11/06/2025 22:51:59

Core News & Articles
'There will be no federal bailout for AI. ...
11/06/2025 17:00:24

https://x.com/DavidSacks/status/1986476840207122440

arms-china-sales-hit-record-highsnow-22-of-revenue-cfo-says
ARM's China Sales Hit Record Highs—Now 22%...
11/06/2025 15:15:09

Arm Holdings PLC's CFO says sales in China are strong despite US-China tensions. Arm's neutral architecture allows it t...

marvell-technology-shares-jump-98-pre-market-after-report-says-japans-softbank-mulled-takeover-of-us-chipmaker-updated
Marvell Technology Shares Jump 9.8% Pre-Ma...
11/06/2025 11:22:42

SoftBank Group explored a potential takeover of U.S. chipmaker Marvell Technology Inc. earlier this year, according to a report.

taiwan-semiconductor-names-ceo-of-north-america-unit-for-usa-expansion
Taiwan Semiconductor Names CEO Of North Am...
11/05/2025 16:44:03

TSM stock gains on CEO appointment and continued AI momentum in North America. Expansion plans include 2-nanometer chip product...

china-reportedly-bans-foreign-ai-chips-in-state-funded-data-centers-in-a-blow-to-nvidia-amd
China Reportedly Bans Foreign AI Chips In ...
11/05/2025 12:17:59

Beijing has reportedly issued a directive banning foreign AI chips in state-funded data centers amid an intensifying U.S.-China...

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