The all-stock deal brings the ImageNet pioneer and her world-model lab in-house as AMD pushes to close the gap with Nvidia in AI software and spatial intelligen

The buyback is the largest in Nvidia's history and signals management confidence that the stock remains undervalued after its AI-driven run.

The tie-up aims to build domestic alternatives to Nvidia's CUDA ecosystem as US export curbs push Chinese firms toward Huawei silicon.

The chipmakers are pressing the administration to strip or dilute export limits that would bar sales to China ahead of the National Defense Authorization Act.

Leaders from Google, Anthropic, Meta, OpenAI, SpaceXAI and Nvidia pledged self-policing of frontier model development, with Trump endorsing the light-touch appr

The order marks the first major deployment of AMD's Helios rack-scale platform and lifts HPE's AI server outlook.

The figure underscores how much of the leading-edge foundry's capital plan is now tied to Arizona and US reshoring incentives.

Record semiconductor shipments drove the strongest monthly export reading on record, with chips now nearly half of Korea's total exports.

The renewal extends Qualcomm's lucrative licensing stream beyond the current agreement and removes a long-running overhang on the stock.

AMD's AI-driven re-rating puts it in the trillion-dollar club, though analysts debate how much of the story is already priced in.

A slower rollout of next-generation lithography delays a key revenue catalyst even as ASML warns about China export limits.

Analysts flag the two suppliers' results as the next checkpoint for AI capex expectations and semiconductor demand.

The sprawling risk-factor section in Anthropic's IPO prospectus contrasts with investor hopes for a record-setting debut.

Prepayment from customers funds capacity additions for advanced packaging substrates used in AI accelerators.

The call points to Samsung closing the high-bandwidth memory gap with SK Hynix in the AI memory race.

On-device agent capabilities and a potential large Amazon chip deal are reshaping the bull case for Qualcomm's non-handset business.

Intel's September gain came as the broader chip complex rallied, aided by an agent policy enforcement deal for its OpenShell platform.

Investors are weighing Broadcom's custom AI ASIC pipeline against margin pressure from large customer deals.