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Nvidia

Micron’s Stock Surges as Company Says 2026 HBM Is Fully Contracted

Exceptional guidance and factory shifts point to sustained pricing power for memory suppliers with tighter consumer memory availability.

Nvidia's Advantage: Software, Not Just Chips

Nvidia Raises $25 Billion in Seven‑Tranche Bond Sale

Broadcom’s Record AI Quarter Sends Stock Lower After Cautious Guidance and 'Chips Only' Pivot

Nvidia Guides Well Above Estimates and Approves $80 Billion Share Buyback

TSMC Boosts 2030 Chip Outlook as China’s Brands Roll Out AI-Centric Phones and Smart EVs

Trump Heads to Beijing for Xi Summit Focused on Iran and Tense U.S.-China Ties

Nvidia Says Its China AI Market Share Has Fallen to Zero Under U.S. Export Curbs

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

Gartner Sees Global IT Spending Reaching $6.31 Trillion in 2026 on AI Infrastructure Boom

Amazon Weighs Selling Its AI Chips as In‑House Silicon Surges

Nvidia Maps $1 Trillion AI Chip Runway as Markets Hesitate

U.S. Charges Three Tied to Supermicro in Alleged $2.5 Billion AI Server Diversion to China

Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

Micron Posts Record Quarter, Lifts Outlook as Shares Fall on Higher Capex

Nvidia Lifts AI Order Outlook to $1 Trillion Through 2027 With Groq‑Powered Inference Push

Samsung and SK Hynix Said to Clinch HBM4 for Nvidia’s Vera Rubin as Analysts Lift Micron Targets

Nvidia’s Feb. 25 Earnings Will Set the Tone for the AI Infrastructure Boom

Big Tech Maps $650 Billion AI Buildout for 2026 as Investor Focus Shifts to Suppliers

AI Jitters Recast Tech as Software Slumps and Chips Rally