News

In the second quarter, Appaloosa dumped 100% of its Broadcom stake, even after robust results and corresponding stock price gains. Despite holding dozens of stocks, Nvidia is now Tepper's seventh ...
Beijing is putting on a show that it doesn’t want American chips, says Catherine Thorbecke for Bloomberg Opinion.
The investment was the first tranche of Robocore’s Series D round, under which Foxconn will inject up to $30 million through 2027.
Beijing has warned Chinese tech firms of ‘backdoor’ devices in US-made chips, but this may be a feint. China wants Huawei to catch-up, given its goal of chip self-reliance, but clearly needs Nvidia’s ...
CoreWeave projects full-year revenue growth of 174% this year, as it is proving to be one of the fastest-growing AI stocks to ...
China-specific AI chip after US Commerce Secretary Howard Lutnick made comments officials found "insulting." Chinese regulators are now trying to discourage domestic tech firms from buying the H20 ...
Nvidia Corporation (NASDAQ: NVDA) could potentially guide below Wall Street expectations for the October quarter, despite the anticipation of strong earnings for the July quarter, stated KeyBanc ...
US Treasury Secretary Scott Bessent said the US is content with its current tariff setup with China, signaling the Trump administration wants stability ahead of the November trade truce deadline. In a ...
As we published this, President Donald Trump was even mulling quasi-nationalisation. More than ever, semiconductors hold the ...
Cordless curling irons or flatirons containing gas cartridges, butane-fueled curling irons or flat irons and gas refills (spare cartridges) for curling irons or flat irons are all banned, effective ...
Infrastructure is where scarcity lies: Memory chips, packaging, grid capacity, and data-center space are the new constraints. For investors, utilities, power infrastructure, and data-center REITs may ...
Foxconn, Pegatron, and Quanta are moving AI-focused production to Mexico, even as Trump’s tariff threats and Mexico’s quiet diplomacy shape the runway.