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(Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, research firm Counterpoint warned on Wednesday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’

Every dollar hyperscalers spend building alternatives to Nvidia has to go somewhere, and one company keeps collecting it across custom silicon, switch fabric, and AI networking without most investors noticing.

AMD just posted data center revenue that more than doubled, yet one rival may pose a far greater existential threat to Nvidia without ever competing directly for a single GPU sale.

The chipmaker's growth story is accelerating, but history offers a serious note of caution for anyone thinking of buying this pullback.

Intel Stock Roars Back 10% as Investors Rush Into Chip Stocks

Apollo Global Management (NYSE:APO) reported record second-quarter fee-related earnings and spread-related earnings, citing momentum in origination, capital formation and investment performance across its asset management and retirement services businesses. The alternative asset manager generated f

MediaTek raised its target on July 31 to capture 15% to 20% of an estimated $80 billion custom AI-chip market in 2027. Its first AI accelerator for a major U.S. cloud provider will enter production in the fourth quarter, and MediaTek expects more than $2 billion in 2026 data-center revenue. The expansion could give Alphabet […]

Blackstone Inc. has initiated preliminary talks with investors regarding a second major debt financing package to fund Anthropic PBC’s use of Alphabet Inc.’s Google chips.

Semiconductor stocks led the S&P 500 to all-time highs on Tuesday.

The semiconductor and networking specialist is gaining ground thanks to strong results from another major AI player.

Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here is what is actually driving the move.

Goldman Sachs just handed Microsoft its most coveted endorsement while cutting three other tech giants loose, and the reasoning behind that trade reveals exactly where Wall Street thinks the AI money flows next.

CRDO's 52% YTD surge reflects AI connectivity growth, but premium valuation, customer concentration and execution risks favor patience.

Marvell Technology's premium valuation reflects strong AI-driven growth, but competition and margin pressure raise the question of whether the stock is still a hold.

Broadcom (AVGO) is back in the spotlight as it prepares to present at the Future of Memory and Storage 2026 conference in Santa Clara, putting its data center and storage technology in front of industry specialists and investors. See our latest analysis for Broadcom. Recent moves suggest interest in Broadcom is rebuilding, with a 1-month share price return of 8.82% and a year to date share price gain of 12.83%. The 1-year total shareholder return is 34.88%, and the 5-year total shareholder...

Marvell Technology just dropped nearly 21% in a month, and one analyst with skin in the game is treating that selloff as a buying opportunity. The reason comes down to a single business segment that could make every other AI stock bet look overcrowded.

Broadcom's handful of core customers are now ordering compute far ahead of delivery because power and memory set the pace, which hands the company a forward view semiconductor companies rarely get.

Google is arranging up to $200b in Wall Street financing to expand AI infrastructure in partnership with Anthropic. Broadcom (NasdaqGS:AVGO) is identified as a key AI chip supplier within this build out. The financing plan signals large scale demand for specialized hardware that supports AI training and inference. Broadcom sits at the center of this story as a core supplier to one of the largest AI infrastructure programs currently reported. The stock trades at $392.23 and has returned...

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The sticker price on this AI chip designer looks steep, but the real question is what you are paying for the earnings that are still on their way.

(Bloomberg) -- Volta Infra Holdings Ltd., a new artificial intelligence cloud company, has raised $300 million in venture funding and secured an additional $5 billion worth of financing to help a wider mix of technology companies gain access to costly AI chips. The funding, set to be announced Tuesday, values Volta at $2.4 billion, and was co-led by Andreessen Horowitz and Altimeter Capital. Nvidia Corp. and Michael Dell also participated. Azora, the asset-management firm providing the financing

Google has assembled one of the largest infrastructure financing programmes in history to sell more than $150bn of AI chips destined for Anthropic...

The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts in market trends.

NVIDIA offers a bet on relentless innovation to justify its price, but Micron locked in its future with long-term contracts, creating a starkly different, and arguably safer, way to own the same demand.

A European court rejected Broadcom's attempt to block regulators from demanding U.S.-based VMware legal documents.

AMD heads into its August 4 earnings report riding a massive AI-fueled surge, but a demanding valuation and fresh insider selling raise the question of whether the rally has legs or a stumble is coming.

Cybersecurity stocks have shrugged off AI fears. The Amplify Cybersecurity ETF is a diversified way to play the sector.

AMD's Q2 topline may get a lift from surging Data Center demand as EPYC CPUs, Instinct GPUs and cloud expansion drive expected growth.

NVIDIA, Micron, and Broadcom have powered some of the most explosive earnings in market history, yet each stock trades at a fraction of what its forward numbers could justify. Here is where the math points by 2027.

Goldman Sachs Says Strong Earnings Could Rescue the AI Trade