Taiwan chip stocks climb after Nvidia announces $150 billion spending plans
Nvidia CEO Jensen Huang announced plans for a new campus in Taiwan during an employee meeting on May 27, 2026.NvidiaNvidia...
Taiwan Semiconductor Manufacturing Co Ltd
Billionaire families bet on semiconductor and energy stocks in first quarter during Iran war
Carolina Panthers owner David Tepper looks on before the game against the Atlanta Falcons at Mercedes-Benz Stadium on January 05,...
Taiwan was front and center during Trump's China trip — but absent from Xi’s meeting with Putin
BEIJING, CHINA - MAY 15: U.S. President Donald Trump speaks with Chinese President Xi Jinping while leaving after a visit...
Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom
The AI rally continued this earnings season. But companies building the underlying hardware powering the boom warned that the Iran...
Why Taiwan became the defining issue in the Trump-Xi talks
BEIJING — U.S. President Donald Trump has kept up an uneasy silence about Taiwan following his meeting with Chinese leader...
David Tepper’s Appaloosa nearly doubles Amazon stake, adds Sandisk in the first quarter
David Tepper's Appaloosa Management ramped up several technology and artificial intelligence-related bets in the first quarter, according to a regulatory...
Sundheim's D1 Capital bought several tech stocks last quarter — with one big exception
Daniel Sundheim's D1 Capital bought into a plethora of well-known technology stocks in the first quarter, but Meta didn't get...
Intel shares soar on Apple chip deal report. Here's why it signals a total pivot for chipmaking
Apple and Intel are reportedly closing in on a deal that would see Intel make some of the chips for...
Elon Musk's Terafab chip factory in Texas could cost up to $119 billion, filing shows
Elon Musk arrives at the federal courthouse during proceedings in the trial over his lawsuit against OpenAI in Oakland, California,...
Intel soars 14% on report of Apple chip talks, hits new all-time high
Intel headquarters in Santa Clara, California, on Jan. 22, 2026.Justin Sullivan | Getty ImagesIntel shares climbed 14% Tuesday, hitting a...
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...
Stocks making the biggest moves premarket: PepsiCo, Taiwan Semiconductor, Voyager Technologies, PPG & more
Check out the companies making the biggest moves in premarket trading: PepsiCo — The snack and beverage giant posted first-quarter...
Chip giant ASML raises 2026 guidance as AI semiconductor demand stays strong
ASML on Wednesday raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued...
A fragile U.S.-Iran ceasefire sparks market relief — but no clear path to lasting peace
WASHINGTON, DC - APRIL 06: U.S. President Donald Trump speaks alongside Central Intelligence Agency Director John Ratcliffe (L) and U.S....
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...
Three niche commodity prices are surging. What they show about China's grip on supply chains
Almonty's tungsten mine in Sangdong, South Korea, in March 2026.AlmontyBEIJING — The Iran war is squeezing a global commodities market...
Arm releases first in-house chip, with Meta as debut customer
For more than 35 years, Arm Holdings has licensed its instruction sets to the world's biggest chipmakers and collected royalties...
OpenClaw's ChatGPT moment sparks concern that AI models are becoming commodities
People queue to have their laptops install with OpenClaw, an open-source AI assistant at the Baidu headquarter in Beijing on...
Super Micro shares tank 25% after employees charged with smuggling Nvidia chips to China
The U.S. Attorney's Office for the Southern District of New York has charged associates of an unidentified U.S. server maker...
OpenClaw demand in China is driving up the price of used MacBooks
Attendees bring their laptops to install the OpenClaw AI agent during a Baidu event in Beijing, China, on Tuesday, March...
