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In a nondescript building on Kirtland Air Force Base on the high desert of New Mexico, liquid-cooled supercomputers gurgle and hum their way through some of the most complex math problems the U.S. government seeks to solve: simulating how hypersonic nuclear weapons would ‌move through the earth's atmosphere, or what would happen if one nuclear warhead detonated near another. For more than a decade, the chips handling this secretive and demanding work ‌came from mainstream semiconductor firms like Nvidia or Advanced Micro Devices. But with those companies increasingly designing their chips for artificial intelligence and facing supply shortages, the managers in charge of the systems at Sandia National Laboratories, which operates ​the machines at Kirtland and is one of three U.S. labs tasked with developing and maintaining the nation's nuclear weapons arsenal, are increasingly unsure how they will find computing power for high-precision scientific work like theirs.

On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors since the CHIPS Act, namely Commerce Secretary Howard Lutnick meeting repeatedly with Tim Cook, Elon Musk, and Jensen Huang to push them to partner with Intel, with President Trump personally advocating for ... Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125

Cerebras aims to take on leader Nvidia in the AI chip market.

Advanced Micro Devices (AMD) has gained about 98% year to date, according to Yahoo Finance at the time of writing, Sunday morning, May 17. Meanwhile, the SPDR S&P 500 index (SPY) is up about 8.4% in the same period. The company has outpaced the S&P 500 by a huge margin. That is impressive, ...

New federal filings show the president executed thousands of stock transactions in the first three months of 2026 — including purchases whose timing critics say coincided with his administration's regulatory decisions.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Fundamentally Strong Stocks to Buy Now. On May 12, Mizuho lifted its price objective on the company’s stock to $515 from $415 and kept an “Outperform” rating on the shares. As per the firm, agentic AI has been fueling server demand. The firm increased the […]

In early May 2026, Advanced Micro Devices filed a US$29.23 billion shelf registration for up to 65 million common shares tied to employee stock plans, while also reporting first‑quarter revenue of US$10.25 billion and net income of US$1.38 billion. At the same time, accelerating demand for AMD’s AI data center chips, new collaborations like Green Hills Software on Versal AI Edge Gen 2, and stronger revenue guidance have reinforced the company’s position in high‑performance compute and AI...

Taiwan Semiconductor has raised its global 2030 chip market forecast to $1.5 trillion from $1 trillion.

Bill.com Holdings delivers cloud-based automation solutions for financial operations, serving small and midsize businesses worldwide.

Recently, Cerebras went public with the largest IPO of the year, but it is still far away from the big names in the AI space.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Nvidia is well-positioned to continue shaping the future of artificial intelligence.

After seeing enough demand, ARM Holdings said they, too, are getting into the semiconductor manufacturing business.

Nvidia (NVDA) stock closed the May 15 trading session 4.42% down at $225.32, according to Yahoo Finance. Micron closed 6.62% lower at $724.66Intel closed 6.18% lower at $108.77AMD closed 5.69% lower at $424.1Broadcom closed 3.32% lower at $425.19Marvell closed 3.12% lower at $176.89 Intel gained ...

There's a lot of enthusiasm about this Nvidia competitor. What exactly is drawing investors?

The market loved AMD's latest quarter.

Shares of Dell just logged their strongest weekly gain in over two years. With AI server demand surging, investors are now asking whether the rally still has room to run.

Intel may be mounting an impressive comeback, but AMD and Arm are still taking share in the AI-driven server CPU race.

AMD reached 27.4% unit share of the server processor market in Q1 2026. The gain came at the expense of Intel and reflects a shift in server CPU leadership. Growth in hyperscaler spending and agentic AI workloads is supporting this share move. For investors watching NasdaqGS:AMD, the latest server CPU share data highlights a meaningful development in a high-margin part of the business. The stock is trading at around $424.1, with returns of 64.3% over the past 30 days, 89.8% year to date,...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Top 10 Stocks That Will Profit from AI. Their “AI Everywhere, for Everyone” strategy focuses on providing an open software ecosystem (ROCm) and hardware that spans from data centers to AI PCs. On May 13, 2026, Bank of America adjusted the firm’s price target on Advanced […]

Jim Cramer went on Mad Money Friday with a counterintuitive pitch: “You buy NVIDIA not for China, not because of the Cerebras IPO, but because it’s actually a cheap stock, cheaper than Intel, cheaper than AMD, cheaper than Broadcom.” That is a bold claim about a company worth $5.7 trillion, and the numbers back the ... Jim Cramer Says Buy Nvidia for Valuation, Not China Bet. Stock Trades Cheaper Than Intel and AMD.

CNBC host Jim Cramer may have called the turn before the tape confirmed it. "Be careful; smell the reversal day," he posted Tuesday morning, and by midday the AI trade was flashing red across semiconductors, server names, software and tech-heavy...

The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -1.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.54%. June E-mini S&P futures (ESM26 ) fell -1.26%, and June E-mini Nasdaq futures...

Marvell Technology (NasdaqGS:MRVL) is attracting fresh attention after an equity investment from AMD and new custom AI chip collaborations with Google and Amazon. The company is expanding its AI data center reach through acquisitions, including the purchase of silicon photonics specialist Polariton. These moves follow earlier investment activity from Nvidia and signal growing engagement from multiple large industry peers. For investors watching AI infrastructure, Marvell Technology now sits...

US equity indexes ended lower on Friday as crude oil prices and government bond yields rose, trigger

Tech stocks were lower late Friday afternoon, with the State Street Technology Select Sector SPDR ET

AMD has disclosed a stake in Marvell Technologies