The Nasdaq’s win streak, Netflix earnings, another AI pivot and more in Morning Squawk
1. Peace talksUS President Donald Trump speaks to members of the media on the South Lawn of the White House ...
Tag: ASML Holding NV
Nvidia rival tells CNBC it’s seeking at least $100 million in funding as European AI chip market booms
European chip startups developing alternative technology to Nvidia's graphics processing units (GPUs) are eyeing big funding rounds as they look ...
TSMC and ASML post-earnings stock moves could be a sign of what’s to come from chip companies
TSMC CoWoS chips: Sample microchips packaged using CoWoS at TSMC's offices in San Jose, California, shown to CNBC on February ...
Chip giant ASML raises 2026 guidance as AI semiconductor demand stays strong
ASML raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued demand for ...
TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong
Taiwan Semiconductor Manufacturing Company's logo is seen in the background beside a printed circuit board. Sopa Images | Lightrocket | ...
Alphabet, Meta, Amazon, Nvidia lead tech rally after Trump announces ceasefire with Iran
Jakub Porzycki | Nurphoto | Getty ImagesU.S. stocks soared on Wednesday after President Donald Trump announced a two-week ceasefire with ...
AI’s next bottleneck: Why even the best chips made in the U.S. take a round trip to Taiwan
An underappreciated step in the chipmaking process is poised to become the next bottleneck for artificial intelligence.Every microchip used to ...
Broadcom agrees to expanded chip deals with Google, Anthropic
Broadcom CEO Hock Tan speaks at the digital X event in Cologne, Germany, on September 13, 2022.Ying Tang | Nurphoto ...
Chinese chip firms hit record high revenue driven by the AI boom and U.S. curbs
China is focusing on large language models in the artificial intelligence space.Blackdovfx | Istock | Getty ImagesChinese semiconductor firms have ...
Huawei’s cloud computing revenue dropped in 2025 as Chinese AI lagged U.S. rivals
Consumers browse Huawei phones in a shopping mall in Yantai, Shandong Province, China on March 8, 2026. Cfoto | Future ...
