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Market Trends

Intel and AMD Lock Year‑Long CPU Deals With Chinese Buyers as Prices Surge

Guaranteeing volumes without fixing prices gives suppliers leverage and raises costs for Chinese cloud providers.

Nvidia Market Cap Slips Below $5 Trillion as AI Sector Repricing Picks Up

Nvidia Tie Propels Marvell as Broadcom Guidance Triggers Chip‑Sector Reprice

AI Chip Boom Lifts Global Markets as AMD Soars and Samsung Tops $1 Trillion

Palantir Beats Q1 Estimates and Lifts 2026 Outlook on Surging U.S. AI Demand

Intel Soars on AI CPU Demand as Nvidia Reclaims $5 Trillion

TSMC Maps Faster Growth for 2026 and Retools Manufacturing for the AI Era

Navitas Elevates Avnet to Global Distribution Partner to Drive Push Into AI Power Markets

Nvidia’s Blowout Quarter Lifts Targets as Shares Whipsaw and AI Risks Come Into Focus

Super Micro Slides as 10-K Discloses Control Weaknesses, Soft Q4 Stokes New Doubts