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AMD and Cerebras Systems have unveiled a collaboration aimed at enhancing AI inference infrastructure through a new disaggregated solution. This partnership integrates AMD’s Helios™ rackscale solutions with Cerebras’ Wafer-Scale Engine, promising ultra-low latency and high throughput for AI applications. The joint solution, which will be available via Cerebras Cloud in late 2026, optimizes the workflow by independently enhancing throughput with AMD’s technology and accelerating token...

CRDO, AVGO, MRVL and ALAB are riding booming AI data center networking demand as faster Ethernet, optics and interconnect technologies fuel growth.

(Bloomberg) -- Samsung Electronics Co. and SK Hynix Inc. are set to unveil major agreements involving “very large” sums with leading US technology companies during President Lee Jae Myung’s visit to Silicon Valley, a senior presidential official said.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies

Wall Street banks have begun trading pieces of a $35b financing package tied to Broadcom and Anthropic's AI chip and infrastructure build out. The transactions involve buying and selling segments of the funding that supports Anthropic's custom chip orders with Broadcom. This activity signals fresh interest in financing structures linked to large scale AI hardware projects. For investors tracking Broadcom (NasdaqGS:AVGO), this financing package trading activity comes as the stock changes...

Shares skidded Friday in Asia after Brent crude shot to its highest price since May as heavy fighting in the Middle East again threatened to slow the global flow of oil and gas. U.S. futures were little changed after tumbles for two of Wall Street’s most influential companies, Alphabet and Tesla, yanked U.S. stocks to their worst loss in a month.

The chipmaker kept telling investors its own AI targets were too low, but the message took a while to land.

SITM is gaining from AI's need for precise timing, faster optical links and richer clocking content as networks scale.

If you're looking for more frequent payouts, you can still enjoy the benefits of low fees and broad diversification, thanks to these top monthly dividend ETFs.

QCOM is set to report Q3 results with new Snapdragon launches boosting AI, PCs and smartphones, but competition and Android demand remain key challenges.

CBRS' CrowdStrike pact brings wafer-scale AI inference to real-time cyber defense, widening its enterprise reach as cloud growth accelerates.

Broadcom's strong AI bookings and customer commitments through 2028 give it the edge over Cerebras, a fast-growing but unprofitable rival.

Coatue Management's latest 13F reveals Philippe Laffont stacking chips on a single concentrated AI infrastructure bet, and one of his five picks has nothing to do with semiconductors at all.

The stock looks cheap, but what if AI is a bubble that's about to burst?

AI data center networking demand is surging as AI clusters grow. See why Marvell, Broadcom, Credo and Astera Labs are stocks to watch in August.

Here is how Broadcom Inc. (AVGO) and Lenovo Group Ltd. (LNVGY) have performed compared to their sector so far this year.

After a powerful run, Texas Instruments looks like a sprinter in mid-stride, forcing investors to decide if the race is already won or just getting started.

For investors wanting semiconductor exposure, First Solar's locked-in demand and superior metrics present a more compelling forward case than Qualcomm's turnaround story.

The chipmaker is a standout winner, but owning it means doubling down on the market's biggest swings, not escaping them.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people briefed on the talks. Reuters and Bloomberg both confirmed the report. Base price increases will range from 5% to 10% depending on the customer and product, and mature-node chips built […]

(Bloomberg) -- Blackstone Inc. reported a 26% jump in distributable earnings for the second quarter, buoyed by profits from exits and its artificial intelligence-related investments. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyAlphabet’s $205 Billion Spending Target Fuels AI

Broadcom stumbled after earnings, but here's why I think the AI giant still has what it takes to beat the market for a third straight year.

TSMC just confirmed that the AI build-out is still alive and well.

Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 62.2% compared to 8.6% for the S&P 500.

(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le

A fat dividend yield can feel like found money, but experienced investors know it sometimes signals a stock in freefall. Three ETFs take a smarter approach to passive income, and the tradeoffs between them are worth understanding before you invest a dollar.

(Bloomberg) -- Wall Street banks have started buying and selling an initial piece of a $35 billion financing package for Broadcom Inc. and Anthropic PBC’s AI infrastructure expansion, with the biggest private credit deal ever now being offered to a wider pool of investors.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandHegset

Vanguard's flagship growth ETF has spent a decade crushing the market, but something shifted in 2026 and the two signals now driving its fate have nothing to do with stock picking.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

If TSMC believed there was an AI bubble, it wouldn't be spending $64 billion.

AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8% below its 52-week high with a Q2 guidance number that should make NVIDIA nervous.