Advanced Micro Devices Inc
Inside Texas Instruments’ $60 billion U.S. megaproject, where Apple will make iPhone chips
When Texas Instruments announced a $60 billion manufacturing megaproject in July, it was a bold bet that companies would want to mass produce foundational microchips on U.S. soil. In August, Apple vowed to do just that. During the same Oval Office press conference where President Donald Trump announced a 100% tariff on chips from companies […]
Read More
The AI party isn’t over — these will be the winners and losers, Wedbush’s Dan Ives says
The artificial intelligence party isn’t over yet despite fears of a bubble, according to tech bull Dan Ives — and he’s got a handful of names in mind as winn ing and los ing from the trend . “My view is, you’re going to have these digestion periods, but you cannot get too nervous,” Ives, […]
Read More
Trump’s Nvidia and Intel meddling is a ‘scattershot method of crony capitalism’: Walter Isaacson
President Donald Trump’s dealings with Intel and Nvidia amount to a “scattershot method of crony capitalism,” Walter Isaacson said Thursday. “That state capitalism often evolves into crony capitalism, where you have favored companies and industries that pay tribute to the leader, and that is a recipe for not only disaster, but just sort of a […]
Read More
Stocks making the biggest premarket moves: Target, Lowe’s, Snowflake and more
Check out the companies making the biggest moves in premarket trading: Target — The big box retailer sank 10.5% after announcing CEO Brian Cornell will be replaced by Chief Operating Officer Michael Fiddelke on Feb.1. Target also posted a second-quarter earnings and revenue beat, although its sales and traffic declined, and reiterated its full-year outlook. […]
Read More
Stocks making the biggest moves midday: Home Depot, Intel, Viking Therapeutics, Nvidia and more
These are some of the stocks making the biggest moves during midday trading: Viking Therapeutics — Shares tumbled 42% after phase 2 trial results showed Viking’s experimental oral obesity drug had more side effects than expected. About 20% of the patients in the trial quit using the drug due to symptoms such as nausea and […]
Read More
Nvidia says it’s evaluating a ‘variety of products’ after report of new AI China chip
The Nvidia booth at the China International Supply Chain Expo in Beijing on July 16, 2025. Florence Lo | Reuters Nvidia said Tuesday that it is evaluating several products following a report that the company is working on a new artificial intelligence chip for China that is more powerful than the currently available H20. The […]
Read More
Nvidia working on new AI chip for China that outperforms the H20, Reuters reports
Nvidia is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the matter said. U.S. President Donald Trump last week opened the door to the possibility of more advanced Nvidia chips being sold in China. But the sources noted U.S. regulatory approval is far from guaranteed amid […]
Read More
OpenAI’s Altman warns the U.S. is underestimating China’s next-gen AI threat
OpenAI CEO Sam Altman warned that the U.S. may be underestimating the complexity and seriousness of China’s progress in artificial intelligence, and said export controls alone likely aren’t a reliable solution. “I’m worried about China,” he said. Over Mediterranean tapas in San Francisco’s Presidio — just five miles north of OpenAI’s original office in the […]
Read More
Not in the cards: Why some suspect stable trade may not follow Trump’s tariff deals
The White House has signed a number of notable trade deals in the months since President Donald Trump slapped sharply higher tariffs on imports in early April. But some on Wall Street are cautioning that turmoil surrounding relations between the U.S. and its major trading partners is far from over. “Our views have been at […]
Read More
Trump warned by top Senate Democrats to rethink advanced AI chip sales to China
Nvidia CEO Jensen Huang, right, speaks alongside President Donald Trump about investing in America, at the White House in Washington, on April 30, 2025. Jim Watson | AFP | Getty Images Six Senate Democrats on Friday released an open letter asking President Donald Trump to reconsider his decision to allow tech giants Nvidia and Advanced […]
Read More