Nvidia partners with Wall Street firms on a $500 billion financing venture for AI compute infrastructure, with some investors saying the deal size is still not

Intel raises $20 billion in a stock offering to fund its turnaround and foundry ambitions, while CEO Lip-Bu Tan invests $12 million of personal funds, signaling

AMD strengthens its balance sheet with a debt raise and equity offering to fund capacity expansion as AI chip demand surges.

Washington maps how China rents Nvidia chips it cannot buy via third parties, and plans a Panama pilot to speed legitimate AI chip shipments.

China's top foundry SMIC reports profit more than tripling as AI chip demand fuels domestic semiconductor growth.

Intel's CEO invests $12 million of personal money in the company's stock offering, seen as a bullish signal for the turnaround plan.

ARK Invest CEO Cathie Wood loads up on Nvidia shares just before the company's fiscal Q2 earnings report.

South Korea's benchmark index surges on AI-driven semiconductor demand, with Samsung Electronics and SK Hynix leading gains.

Nvidia rival Cerebras swings to a quarterly loss and misses expectations as hardware sales decline, though its cloud business surges.

All eyes on Nvidia as it approaches earnings season, with analysts bullish on AI chip demand and multiple firms raising price targets.

ChangXin Memory Technologies (CXMT), a Chinese DRAM maker, surpasses Tencent in market capitalization just 17 days after its IPO, now worth $524 billion.

Qualcomm reports better-than-expected revenue for its fiscal third quarter but trims its EPS outlook, sending shares slightly higher.

ChangXin Memory Technologies (CXMT) skyrockets past Tencent in market cap following a blockbuster IPO, raising questions about US-China chip tensions.

TSMC and Sony formally launch their $4.69 billion joint venture focused on next-generation smartphone image sensors.

Broadcom shares rise as Wall Street weighs AI infrastructure tailwinds against valuation concerns following a 15% decline.

IREN rallies as Microsoft signs off on Horizon 1 and Nvidia awards it Exemplar Cloud status, validating its AI cloud push.

xAI targets 10 GW of compute power by late 2027, aiming for up to $500 billion in revenue.

Ukrainian intelligence reports discovering a Nvidia AI chip inside a new Russian missile, highlighting dual-use concerns.