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Broadcom CEO Sees AI Chip Sales Topping $100 Billion in 2027

The guidance reflects a push into custom accelerators for hyperscalers, separate from its fast‑growing networking business.

Marvell Lifts Multi‑Year Outlook as AI Data‑Center Sales Hit Records

AI Trade Splits: Nvidia’s Record Quarter Faces Pressure as Salesforce’s Outlook Draws Skepticism

Micron Extends Run as Morgan Stanley Lifts Target on AI-Driven Memory Tightness

Intel Shares Slip as Nvidia–Meta Data Center Pact Intensifies Scrutiny of Weak Outlook and Yields

ARK Invest Rotates Into Biotech, Cuts Software Stakes in Latest Daily Trades

Marvell Wins Fresh Buy Calls After Closing XConn as AI Data-Center Growth Stays Strong

Applied Materials Raises Outlook on AI-Fueled Demand; Shares Jump

TSMC Sets Record January Sales, Approves $44.96 Billion Budget for AI Capacity

Arm Stock Rebounds After Post-Earnings Slide as Licensing Miss Tempers Record Royalties

AMD Tumbles After Muted Outlook, Extending Selloff Despite Strong Quarter

Alphabet’s $185 Billion Capex Plan Lifts Broadcom as Analysts Boost AI Chip Outlook

Intel and SoftBank’s Saimemory Team Up on Z‑Angle Memory for AI, Targeting Prototypes in FY2028

NAND Price Spike Puts Samsung and SK Hynix on Track for Decade-High Margins

SOXX Tops FTEC Over 12 Months as Chip Rally Tests Diversification Tradeoff

TSMC’s AI Boom Lifts Margins and Supercharges Spending as U.S. Expansion Accelerates

Broadcom Draws Fresh Upgrades on AI Momentum as TPU Costs Challenge Nvidia

Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out

ARK Invest Files CoinDesk 20 Futures ETFs, Boosts Crypto-Linked Holdings

Jensen Huang Visits China as Nvidia Awaits Beijing’s H200 Decision