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Nvidia has more than halved the number of Asian customers ‌authorized to buy its AI chips ‌after creating a new "white list" of companies that have ​passed tougher compliance checks aimed at preventing the products from reaching China, the Financial Times reported on Monday. Nvidia did ​not immediately respond ​to a Reuters ​request for comment outside ‌regular business hours. Under a renewed review, over half of Nvidia's previous customers, especially neo-cloud providers, were excluded, the report said, adding that companies that failed the initial review could ‌make changes and reapply.

TSMC, the world's largest manufacturer of advanced AI chips, will likely notch a fifth consecutive quarter of record earnings, driven ‌by booming AI infrastructure spending. Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre ‌process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. Its market capitalisation is now nearly double that of South Korean rival Samsung Electronics at around $1.97 trillion.

Mohamed El-Erian says a structural mismatch between borrowers and buyers has pushed the bond market to a breaking point, and Amazon's latest debt deal may have just revealed the first crack.

Super Micro Computer launched its Data Center Building Block Solutions blueprint around the NVIDIA Vera Rubin NVL4 platform. The new offering targets high performance computing and AI infrastructure, with a focus on liquid-cooled, modular systems. This launch extends Super Micro Computer's reach further into large-scale scientific research and AI workloads beyond edge deployments. Super Micro Computer (NasdaqGS:SMCI), trading at $27.66, is adding a new pillar to its AI infrastructure lineup...

The biotech is advancing a potential treatment for a common autoimmune disease.

A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly underway.

The growing adoption of AI agents could send these stocks soaring.

Almost every advanced AI chip on the planet is built in one place. Nvidia's Blackwell processors, Apple's silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to ...

The company is apparently handing out pink slips to members of its engineering team.

Q2 bank earnings kick off Tuesday with the biggest names on Wall Street reporting at once, and one senior analyst thinks the results could shock even the optimists. But his most interesting call has nothing to do with JPMorgan or Goldman.

SpaceX stock is now trading near its IPO price. Here's what $25,000 invested at today's price could be worth in 24 years.

It's pushing into an adjacent market that's quite promising.

Investors can sleep comfortably at night knowing the dividend is stable.

For investors seeking dividend dependability in the energy patch, Oneok is one of the best stocks to consider.

Jim Cramer used Monday’s Squawk on the Street to explain why SK Hynix’s sharp overnight decline in South Korea may not signal a change in the company’s underlying outlook. The Korean chipmaker, which is the world’s largest supplier of high-bandwidth memory to NVIDIA, delivered a strong U.S. market debut on Friday before falling into bear-market ... Jim Cramer: South Korea Is Mispricing SK Hynix. Here’s Why He’s Still Bullish on AI Memory

Ollama CEO Jeffrey Morgan joins Yahoo Finance's Josh Lipton to explain how open-source AI models provide cost savings, data control, and secure localized deployment for major enterprise clients like the Fortune 500.

Wedbush's Dan Ives is calling one corner of the semiconductor market the single most important asset in the AI buildout, and he says the supply crunch powering it will not let up for years. The stocks he is watching right now tell a very specific story about where the money is moving.

Oracle and IBM are both gaining market share in the cloud computing industry, but one of them appears to be the clear winner.

Alphabet is moving to commercialize its custom AI chips, known as Tensor Processing Units, by selling TPU capacity to external cloud providers. The company is also preparing a neocloud offering that rents TPU computing power directly to customers. This TPU push positions Alphabet to compete more directly with Nvidia in supplying AI hardware. Alphabet, traded as NasdaqGS:GOOGL, is trying to turn its in house AI hardware into a business line that serves other companies, not just Google...

You don't want to put your hard-earned savings at risk.

A new CEO could be just what the streaming TV specialist needs.

There's more than a couple of catalysts behind this rare-earth stock's rise.

TSMC posted a blowout quarter while memory stocks cratered, and the split signals something important about where AI hardware demand is actually holding up and where it is starting to crack.

This stock thrives on volatility.

Renewed tensions in the Strait of Hormuz are rattling markets again.

SpaceX's IPO highlights the need for new energy sources.

Abbott is down nearly 23% this year while Pfizer dangles a 7% yield, and both just beat Q1 estimates. One of these discounts is a genuine buying opportunity and the other is a slow-moving trap waiting to spring.

In 1997, with dwindling cash, the Nvidia CEO ordered mass production of a graphics chip tested entirely in a simulator.

The website building platform for small businesses is considered an AI loser.

The company insists it’s fighting the delay for the workers’ sake, but the writers and theater owners just sided with the lawsuit