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Taiwan chip designer MediaTek said on Friday it supports both TSMC's and Intel's advanced packaging technologies, allowing customers to choose between the two approaches. CoWoS, or Chip-on-Wafer-on-Substrate, is TSMC's advanced packaging technology widely used for artificial intelligence chips, including those designed by Nvidia.
Prediction market traders are pricing a 78% chance that SpaceX closes its first day of trading above $2 trillion, a valuation that would rank it among the ten most valuable companies in the world, ahead of Saudi Aramco, Tesla, and Meta Platforms. Polymarket contracts also show a 15%...
<body><p>STORY: Samsung Electronics made a big move in the AI chip race on Friday.</p><p>It said it's started shipping samples of its latest high-bandwidth memory - or HBM - chip to customers.</p><p>It pulls the South Korean tech giant ahead of rivals as they compete to send out new versions of HBMs which are critical to AI data centers.</p><p>The new chip is the 12-layer HBM4E and Samsung said it's more than 20% faster than its previous-generation HBM4 products.</p><p>The rollout is part of Samsung's efforts to regain momentum in the HBM market.</p><p>It had fallen behind rivals like SK Hynix and Micron in supplying advanced AI memory chips, particularly to Nvidia.</p><p>Samsung's clients include major AI players Nvidia, AMD and Google, among others.</p><p>Demand has surged for advanced memory chips used in AI servers and processors.</p><p>Investors liked what they heard Friday.</p><p>Shares of Samsung Electronics rose as much as 6.5% in morning trading.</p><p>Rival SK Hynix also saw its shares climb just over 1%.</p></body>
Shares of Dell Technologies soared nearly 40% in premarket trading on Friday, after robust demand for its Nvidia-powered AI servers prompted the company to raise its annual revenue and profit forecasts. Dell has benefited significantly from data center investments by Alphabet and Amazon, as well as price increases and improved supply chain management. On Thursday, Dell raised its annual revenue forecast to $165 billion to $169 billion from $138 billion to $142 billion, and said it now expects AI server revenue of about $60 billion in fiscal 2027, up from $50 billion.
The partnership aims to provide EQT’s portfolio companies with expanded access to Google Cloud’s AI tools, expertise, and services.
Alphabet's Google Cloud revenue jumped 62.7% YoY to $20B, fueling post-earnings optimism and boosting sentiment around its cloud growth.
Research firm CEO David Trainer says SpaceX's $1.75 trillion IPO valuation is mathematically indefensible
“The Big Short” argued that Adobe’s forward outlook remains stronger than the market assumes, despite fears that AI could disrupt its core creative software business.
Blackstone Inc. (NYSE:BX) is one of the 12 Most Profitable Stocks to Invest In. On May 19, 2026, Blackstone Inc. (NYSE:BX) announced a joint venture with Google to create a new U.S.-based company offering data center capacity, operations, networking, and Google Cloud’s tensor processing units, or TPUs, as a compute-as-a-service offering. The new company will […]
<body><p>STORY: :: Dell</p><p>Dell shares rocketed higher in after-hours trade Thursday, jumping around 39%.</p><p>The surge came after the computer maker lifted revenue and profit expectations.</p><p>Dell says it is seeing soaring demand for AI-optimized servers used in data centers.</p><p>It’s benefiting as tech giants like Alphabet and Amazon plan to spend over $700 billion on AI-related infrastructure this year.</p><p>Dell now expects annual revenue of up to $169 billion - way up on the previous forecast of up to $142 billion.</p><p>AI server revenue is expected to hit $60 billion for fiscal 2027, $10 billion up on previous expectations.</p><p>The company has been adjusting prices constantly as strong global demand causes the cost of memory chips to soar.</p><p>:: Dell</p><p>On a call with analysts, Chief Operating Officer Jeff Clarke said he knew customers were feeling the pain.</p><p>But he said there was little sign of inflationary pressure easing.</p><p>One analyst told Reuters that Dell looked well placed to cope with the chip shortage, helped by its scale and strong relationships with suppliers.</p></body>
Alphabet Inc. (NASDAQ:GOOGL) is one of the 12 Strong Buy Stocks to Buy and Hold for the Next 5 Years. On May 20, 2026, Alphabet Inc. (NASDAQ:GOOGL) said it is deepening its presence in Missouri with a new data center in Montgomery County. The company said it is expanding infrastructure “responsibly,” while advancing energy affordability […]
Peter Schiff, the gold bug and Euro Pacific Capital chief who has spent two decades predicting the next dollar crisis, used his podcast The Peter Schiff Show episode “The Debt, the AI Bubble, and Strategy’s Liquidity Crisis… It’s All Connected” to frame the AI buildout as capital misallocation. His number is blunt. Companies are spending ... Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation
Samsung Electronics said on Friday it has started shipping samples of its latest high-bandwidth memory (HBM) chip, or the 12-layer HBM4E, marking what it said was the industry's first shipment of such products. Samsung said the chip uses its latest 1c DRAM process technology, or sixth-generation 10-nanometer-class DRAM, alongside Samsung's 4-nanometer foundry logic base die. The move comes just three months after Samsung began shipping its HBM4 chips to customers in February, underscoring Samsung's efforts to strengthen its position in the next-generation AI memory market by proactively supplying samples of its latest products.
As Alphabet Inc.'s Google faces mounting criticism over its AI-powered search changes and intensifying antitrust scrutiny, rival DuckDuckGo says frustrated users are increasingly looking for alternatives. DuckDuckGo Indicates Surge In Users Amid Google AI Search Push On Tuesday, DuckDuckGo aimed...
Apollo Global Management and Blackstone are working to bring in additional investors for about $36 billion debt financing tied to AI startup Anthropic PBC's efforts to expand its AI infrastructure, Bloomberg News reported on Thursday. The debt would be used to buy custom chips from Google. Broadcom, which helps Google develop the chips, is backstopping payments on the largest portions of the transaction, the report added.
The legendary investor rotated out of a Magnificent Seven leader and into the picks-and-shovels of the AI build-out. But should you follow him?
Authorities in the United States charged Michele Spagnuolo, a software engineer at Google, with allegedly using insider information to profit more than $1.2 million from Polymarket bets. The Department of Justice (DoJ) charged Spagnuolo with commodities fraud, wire fraud, ...
(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are working to bring additional investors into a roughly $36 billion debt financing deal to help Anthropic PBC build out its AI infrastructure. Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce Renewal Pending Trump SignoffOura Ring 5 Is 40% Smalle
Prosecutors allege employee used Google search data to profit from prediction market wagers.
The Department of Justice charged a Google software engineer, alleging that he used insider information to turn a more than $1.2 million profit on event contracts.
Yahoo Finance Tech Editor Dan Howley comes on Market Domination to break down the day’s leading tech stories, taking a closer look at Anthropic's (ANTH.PVT) new Claude Opus 4.8 AI model that it released on Thursday. This comes as the private artificial intelligence developer plans an IPO for late 2026.
Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are powered by Nvidia's powerful chips. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer. These AI servers are critical for powering services such as ChatGPT, as they are equipped with advanced memory chips to store data and instructions, providing the immense computing power required for such applications.
Peoples Bancorp pairs community banking with insurance, wealth, leasing, and premium finance, giving it more than one earnings lever. Lower funding costs help, but the stock’s upside depends on whether that mix can support durable earnings after credit costs.
A Google software engineer has been charged with insider trading tied to confidential company search data. Authorities allege the employee used this data to place bets on Polymarket, generating about US$1.2 million in winnings. Alphabet, the parent of Google, has placed the employee on leave and is cooperating with law enforcement. For investors following Alphabet (NasdaqGS:GOOGL), this case relates directly to how the company handles internal data. Alphabet operates one of the world's most...
Kyndryl Holdings delivers IT infrastructure and cloud solutions to enterprise clients across diverse global industries.
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