ニュース

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are among private credit lenders involved in talks with chipmaker Broadcom Inc. over a roughly $35 billion financing, the latest indication that companies are mobilizing all sources of capital to fund the AI build-out. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian Targets as Trump Demands Deal From

Micron's AI memory rally is still running hot.

Micron's AI memory rally is still running hot.

Marvell Technology (MRVL) has rallied close to 80% year-to-date as the market rotated back toward AI infrastructure names.

Proact IT Group AB (LTS:0GT3) reports a robust quarter with significant EBITDA growth, despite facing delivery delays and sector-specific challenges.

Synaptics (SYNA) delivered earnings and revenue surprises of +8.35% and +1.41%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

The stock market has soared to record highs in recent weeks, and one sector has been doing a lot of the work.

Numbers in earnings reports come and go. Every quarter brings a new beat, a new record, a new reason to pay attention. But occasionally, a single line in a guidance statement stops you cold. For Broadcom (AVGO), that line came from CEO Hock Tan on March 4, 2026, buried inside the company's ...

Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.

The Nasdaq hit new highs Tuesday. AI plays AMD, Astera Labs, Lumentum and Arista were earnings movers late.

Anthropic has committed to spend $200 billion with Google Cloud over five years as part of a recent agreement, The Information ‌reported on Tuesday, citing a person with knowledge of the matter. The ‌commitment suggests the AI startup accounts for more than 40% of the revenue backlog Google disclosed ​to investors last week, according to the report. Google parent Alphabet shares were up about 2% in extended trading on Tuesday following the report.

Investors are no longer just chasing the GPUs that train AI models. They're also chasing the memory and storage needed to keep those systems running.

Advanced Micro Devices is expected to post strong growth driven by AI data center demand, though pricing pressure could weigh on margins.

Dow Jones Futures: Iran attacks sparked stock market losses Monday. Palantir stock rallied on earnings late.

GlobalFoundries shares are rising after Cantor Fitzgerald upgrades the chip stock ahead of two major company events taking place this week.

Several major private artificial intelligence companies are expected to make their public market debuts this year or next.

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Shares of Oracle, CoreWeave, SoftBank and other firms tied to OpenAI have largely recovered losses from Tuesday, when they slumped after The Wall Street Journal reported that the ChatGPT maker had missed its own targets for revenue and users.