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News

OPINIONS

 gene-munster-says-elon-musk-has-talked-about-moving-away-from-nvidia-before-but-its-proven-extremely-hard-to-do-as-tesla-doubles-down-on-ai5-chip

Tesla CEO Elon Musk is accelerating plans to develop the company's in-house AI5 chip to rival Nvidia's Blackwell.

Core News & Articles

https://x.com/DavidSacks/status/1986476840207122440

 arms-china-sales-hit-record-highsnow-22-of-revenue-cfo-says

Arm Holdings PLC's CFO says sales in China are strong despite US-China tensions. Arm's neutral architecture allows it t...

 marvell-technology-shares-jump-98-pre-market-after-report-says-japans-softbank-mulled-takeover-of-us-chipmaker-updated

SoftBank Group explored a potential takeover of U.S. chipmaker Marvell Technology Inc. earlier this year, according to a report.

 taiwan-semiconductor-names-ceo-of-north-america-unit-for-usa-expansion

TSM stock gains on CEO appointment and continued AI momentum in North America. Expansion plans include 2-nanometer chip product...

 china-reportedly-bans-foreign-ai-chips-in-state-funded-data-centers-in-a-blow-to-nvidia-amd

Beijing has reportedly issued a directive banning foreign AI chips in state-funded data centers amid an intensifying U.S.-China...

 ai-stocks-wipe-out-over-500b-as-palantir-reminds-traders-the-party-cant-last-forever

A sharp tech selloff wiped out over $500B as Palantir, Nvidia, and others tumbled. Valuation concerns grow with CAPE ratio near...

 tigress-financial-maintains-buy-on-intel-raises-price-target-to-52

Tigress Financial analyst Ivan Feinseth maintains Intel (NASDAQ:INTC) with a Buy and raises the price target from $45 to $52.

 chinas-bold-move-to-boost-ai-competition---cut-energy-costs-for-homegrown-tech

China's subsidies for data centers lead to drop in AI chip stocks like Nvidia, Broadcom, Marvell, AMD, TSMC, Micron, Arm, I...

 cisco-stock-climbs-after-launching-new-ai-platform

Cisco launched new AI-driven innovations for enterprise value, including Unified Edge platform and AI-ready network architectur...

 trump-points-to-5-red-hot-sectors-thriving-from-his-policiesheres-the-list-investors-cant-ignore

In a CBS interview, Trump highlights 5 sectors benefiting from his policies, including semiconductors (NVDA, INTC), autos, cryp...

 consumer-tech-news-oct-27-31-nvidia-surpasses-5t-market-cap-trump-xi-meeting-concludes-big-tech-report-earnings--more

Apple, Amazon, Microsoft, and Alphabet beat Q3 estimates with revenue and earnings growth. Trump and Xi conclude high-stakes me...

 nvidia-secures-exclusive-access-to-taiwan-semiconductors-next-gen-super-chip

Nvidia is the sole customer for Taiwan Semiconductor's upcoming A16 process node, which promises faster and more efficient ...

 intel-in-talks-to-acquire-ai-chip-startup-sambanova----bloomberg-news

https://www.bloomberg.com/news/articles/2025-10-30/intel-in-talks-to-acquire-ai-chip-startup-sambanova

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