Nvidia hits record high, market cap nears $6 trillion, as buyback and AI optimism lift shares
Nvidia's board approved a $150 billion buyback as the stock set a fresh record and approached a $6 trillion market value, with multiple analysts raising targets
Yahoo! Finance Canada · +14 outlets
South Korea's September exports top $120 billion for the first time on record chip sales
A record monthly export total was driven by an all-time peak in semiconductor shipments, cementing the AI-driven chip boom's impact on Korea's trade balance.
The Standard (HK) · +15 outlets
Broadcom plans to raise $60 billion to finance AI chip customers, lending up to $42 billion
The financing structure would underwrite purchases by a major customer, deepening Broadcom's exposure to AI infrastructure demand.
24/7 Wall St. · +14 outlets
Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiry
The AI chip maker's shares fell amid competitive pressure from Nvidia and the expiration of its post-IPO share lockup.
cnbc.com · +1 outlets
California man charged in $300 million Nvidia AI server smuggling scheme to China
Federal prosecutors allege export-controlled Nvidia-powered servers were routed through Malaysia and Singapore using false paperwork.
Tom's Hardware · +14 outlets
Morgan Stanley names Nvidia its top semiconductor pick, citing undemanding valuation
The upgrade to top pick status helped push Nvidia shares higher as the bank argued AI trends play to the company's strengths.
TradingView · +5 outlets
Micron projects RAM shortages through 2028 as record profit delivers 86% gross margin
The memory maker said the DRAM and NAND supply crunch should persist for years while its consumer memory business posted an 88% margin.
Tom's Hardware · +7 outlets
Trump floats Intel-style government equity stakes in OpenAI and Anthropic
The comments signal a possible extension of state equity participation from chipmakers to leading AI model developers.
Yahoo Finance · +3 outlets
AMD stock rallies 30% to 35% in September, valuation questions mount
AMD's sharp run drew attention to a premium valuation as chip stocks extended their broad rally.
TradingView · +4 outlets
Intel stock surges on AI CPU hopes and macro tailwinds
Reports of a Meta AI agent driving a shift in the chip trade and broader AI fever lifted Intel shares sharply.
StocksToTrade · +6 outlets
Amazon looks to offload $8 billion of Nvidia AI chips from its balance sheet
The move would trim Amazon's exposure to AI hardware assets it has financed.
investopedia.com · +13 outlets
Micron sues China's YMTC, alleging engineer poaching and use of stolen tech in patent suits
Micron claims former employees took know-how to YMTC, which then asserted patents against it in multiple courts.
Tom's Hardware · +3 outlets
Nvidia launches 64GB DGX Spark local AI workstation starting at $4,999
The new GB10 configuration targets compact local models amid rising memory component costs.
Tom's Hardware · +14 outlets
Amazon and Synopsys sign multi-year billion-dollar AI chip design deal
Amazon will license Synopsys chip IP and design tools, and Synopsys will adopt Amazon Bedrock for AI agents.
Tom's Hardware · +14 outlets
DeepSeek and Huawei release open-source Ascend AI programming tools to cut Nvidia reliance
The tools include compute and communication libraries aimed at making Huawei's Ascend 950 chips easier to program.
Tom's Hardware · +14 outlets
ASML shares surge 3.5% as Samsung pulls High-NA EUV into DRAM production
Samsung's move would extend High-NA lithography beyond logic into memory manufacturing.
Yahoo Finance · +3 outlets
Chip stocks roar higher, led by lesser-known names as rally broadens
Gains spread across analog, memory, and equipment names beyond the largest AI chipmakers.
Investor's Business Daily
OpenAI says actors linked to China's Moonshot AI led campaign to extract model reasoning
OpenAI says the attempts peaked at 16,000 users over two days and copied encrypted reasoning for later decryption.
Tom's Hardware