Broadcom shares fall 5-7% on VMware security vulnerability reports and BofA AI debt concerns
Broadcom stock slid after reports of a VMware security exploit and BofA flagged $370B in AI-related debt risk, with shares falling below $400.
Seeking Alpha · +14 outlets
Ukraine says Nvidia Jetson chip found in Russian S-71 cruise missile, Nvidia responds
Ukrainian intelligence claims Russia's latest cruise missile uses Nvidia's Jetson Orin NX AI module for terminal guidance. Nvidia issued a response.
Latest from Tom's Hardware · +12 outlets
AMD discloses $4.75 billion debt offering for general corporate purposes
AMD announced a $4.75 billion debt deal with no specific use of proceeds disclosed, while its stock rose 5-6% on the day.
Latest from Tom's Hardware · +5 outlets
Nvidia in talks to finance OpenAI data center, targets $500 billion AI buildout
Nvidia is reportedly discussing financing for an OpenAI data center as the company pursues a $500 billion infrastructure plan backed by Wall Street.
BNN Bloomberg · +14 outlets
Intel CEO Tan Lip Bu buys 105,263 shares; analysts see growing foundry confidence
Intel's CEO acquired more than 105,000 shares, and analysts point to accelerating foundry progress and capex expansion as signs of turnaround conviction.
Latest from Tom's Hardware · +3 outlets
Intel shares decline after $22.6B equity offering increases share count by 4.8%
Intel's $22.6 billion stock offering raised dilution concerns but also sparked debate on the strategic merits for turnaround funding and potential memory market
TechStock² · +6 outlets
NVDA discloses $21B stake in SpaceX
Nvidia disclosed a $21 billion stake in Elon Musk's SpaceX, making it Nvidia's second-largest holding.
Yahoo Finance · +6 outlets
CXMT overtakes Tencent as China's most valuable company after IPO surge
ChangXin Memory Technologies (CXMT) surpassed Tencent to become China's most valuable company, just 17 days after its IPO, with a $524 billion market cap.
Latest from Tom's Hardware · +9 outlets
South Korea ICT exports hit record $53.4B in July on AI chip and SSD surge
South Korea's information and communications technology exports surged 140% in July to a record $53.4 billion, driven by sustained AI chip and memory demand.
Chosunbiz · +4 outlets
SoftBank slashes TSMC stake by over 70% in Q2
SoftBank cut its TSMC shareholding by more than 70% in Q2, cashing out $270 million as it pivots AI investments further toward the ecosystem.
finance.biggo.com · +1 outlets
SMIC Q2 profit jumps over 200% driven by AI chip demand
China's top foundry SMIC reported Q2 profit more than tripled year-over-year as AI chip demand fueled strong results despite US sanctions.
whalesbook.com · +4 outlets
Nvidia stock nears buy point ahead of fiscal Q2 earnings report
Multiple outlets previewed Nvidia's upcoming quarterly earnings, noting the stock is near a buy point with Wall Street expecting strong results on AI GPU demand
Investor's Business Daily · +14 outlets
AMD adds significant positions in SpaceX and Nutanix
AMD reported new significant holdings in SpaceX and Nutanix in a regulatory filing.
Seeking Alpha
Applied Materials lifts 2026 outlook as AI chip demand offsets China export curbs
Applied Materials raised its 2026 guidance, citing strong AI chip spending that offsets the impact of US export restrictions to China.
finance.biggo.com · +6 outlets
Taiwan lifts 2026 growth forecast to 11.05% on AI-driven export boom
Taiwan raised its 2026 GDP growth forecast to 11.05%, citing an AI-driven surge in semiconductor and electronics exports.
usmuslims.com · +4 outlets
US imposes up to 100% tariffs on foreign-made drones and components, targeting China
The Trump administration announced tariffs of up to 100% on foreign-made drones and components, with China as the primary target, citing national security.
Latest from Tom's Hardware · +14 outlets
Washington mapping how China rents Nvidia chips it cannot buy
US officials are investigating how China accesses Nvidia chips through leasing arrangements to circumvent export controls.
WION · +4 outlets
Third Point exited Nvidia and Broadcom, made new bet on Warner Bros. Discovery
Dan Loeb's Third Point hedge fund disclosed it sold out of Nvidia and Broadcom and established a new position in Warner Bros. Discovery in Q2.
Barron's