AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing customer: Oracle. ...
Tag: SPDR S&P Semiconductors
Marvell stock surges 20% as CEO points to continuing AI demand: ‘Do you see me blinking?’
Marvell shares ripped 20% higher on Friday as the company posted an earnings beat and issued strong guidance, expecting robust ...
Nvidia to invest $4 billion in two photonics companies
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on ...
3 themes that drove Wall Street’s wild week and the new U.S.-Iran conflict wildcard
Stocks swung wildly last week as investors wrestled with the impact of artificial intelligence on various sectors and the overall ...
Nvidia’s blowout earnings report disappoints Wall Street as stock sinks 5%
Nvidia shares dropped 5% on Thursday, as investor concerns around its leadership in the artificial intelligence boom dampened enthusiasm over ...
Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies
Nvidia CEO Jensen Huang said Wednesday markets have miscalculated the AI threat to software companies, hours after the chip behemoth ...
Nvidia still hasn’t sold its U.S.-approved China AI chips — and it’s worried local AI rivals could take over
BEIJING — U.S. chip giant Nvidia has yet to recoup its lost sales in China, despite Washington easing some restrictions, ...
Intel partners with AI chip startup SambaNova after acquisition talks reportedly failed
SambaNova Systems Welcomes Semiconductor Industry Veteran, Lip-Bu Tan, in an Operational Role as Executive ChairmanSource: Business WireIn addition to running ...
Wall Street bets on chip boom are getting more concentrated, and it could be good thing for investors
The AI boom and success of Nvidia, now the U.S. market's largest stock, have made the semiconductor sector one of ...
