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News

OPINIONS

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...

ai-stocks-wipe-out-over-500b-as-palantir-reminds-traders-the-party-cant-last-forever
AI Stocks Wipe Out Over $500B As Palantir ...
11/04/2025 20:40:28

A sharp tech selloff wiped out over $500B as Palantir, Nvidia, and others tumbled. Valuation concerns grow with CAPE ratio near...

tigress-financial-maintains-buy-on-intel-raises-price-target-to-52
Tigress Financial Maintains Buy on Intel, ...
11/04/2025 16:42:32

Tigress Financial analyst Ivan Feinseth maintains Intel (NASDAQ:INTC) with a Buy and raises the price target from $45 to $52.

chinas-bold-move-to-boost-ai-competition---cut-energy-costs-for-homegrown-tech
China's Bold Move To Boost AI Competition ...
11/04/2025 16:18:00

China's subsidies for data centers lead to drop in AI chip stocks like Nvidia, Broadcom, Marvell, AMD, TSMC, Micron, Arm, I...

Core News & Articles
The Vulcan-ReElement Deal Everyone's Buyin...
11/04/2025 16:12:08

amd-hit-with-two-lawsuits-from-adeia-alleging-massive-patent-violations-ahead-of-q3-earnings
AMD Hit With Two Lawsuits From Adeia Alleg...
11/04/2025 08:06:14

Core News & Articles
10 Information Technology Stocks With Whal...
11/03/2025 17:35:14

cisco-stock-climbs-after-launching-new-ai-platform
Cisco Stock Climbs After Launching New AI ...
11/03/2025 17:32:51

Cisco launched new AI-driven innovations for enterprise value, including Unified Edge platform and AI-ready network architectur...

trump-points-to-5-red-hot-sectors-thriving-from-his-policiesheres-the-list-investors-cant-ignore
Trump Points To 5 Red-Hot Sectors Thriving...
11/03/2025 08:11:16

In a CBS interview, Trump highlights 5 sectors benefiting from his policies, including semiconductors (NVDA, INTC), autos, cryp...

consumer-tech-news-oct-27-31-nvidia-surpasses-5t-market-cap-trump-xi-meeting-concludes-big-tech-report-earnings--more
Consumer Tech News (Oct 27-31): Nvidia Sur...
11/02/2025 13:39:55

Apple, Amazon, Microsoft, and Alphabet beat Q3 estimates with revenue and earnings growth. Trump and Xi conclude high-stakes me...

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