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This successful hedge fund manager seems to have had a snack craving in Q1.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

AMD heads into Q2 earnings with robust EPYC, Instinct and Ryzen AI demand, but a lofty valuation and fierce competition temper its growth outlook.

Arista is a profitable AI infrastructure supplier, while BigBear.ai is positioning to win more government contracts.

Situational Awareness, an AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner, sold the bulk of its stock portfolio to Ken Griffin’s Citadel after being battered by heavy losses ‌in its tech holdings, two sources familiar with the matter told Reuters on Thursday. Situational was forced to unwind most of its ‌public equities portfolio, which included sizable holdings in several prominent AI names that have been rocked by the recent market selloff, the sources said, requesting anonymity as the discussions are ​confidential. The fund was under pressure to either raise fresh capital from investors or offload its entire book, and eventually chose the latter option, the sources added.

Broadcom and Alphabet make for two great AI investments.

(Bloomberg) -- Samsung Electronics Co.’s semiconductor arm reported a more than 250-fold jump in profit after AI’s reliance on memory delivered hefty margins. Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple Set to Make Big Smart Home Push With Siri AI at CenterThe unit, whi

During an interview with CNBC, Wolfe Research analyst Chris Caso expressed concern that this backstop strategy creates liabilities that leave him “less comfortable.”

The market has hit new records this year, but it isn't the "Magnificent Seven" stocks that are leading the way.

Space Exploration Technologies, commonly known as SpaceX, doesn't have any profits to speak of.

A quarter that nearly doubled expected profit still could not outweigh a rising capital bill, a softer profit guide, and a foundry deep in the red.

More than a year of the company's own earnings calls already described the exact demand shift that eventually re-rated AMD stock, even though options traders were not positioned for it.

Every dollar hyperscalers spend building AI factories has to pass through someone's hands first, and one fabless chipmaker keeps collecting a toll that grows faster than the spending itself. Here is why that calculus keeps pulling capital toward a single name.

Every hyperscaler building AI infrastructure eventually needs a partner that can do something NVIDIA simply will not, and one company quietly collects every time that phone rings.

A closely watched gauge of risk in holding the debt of companies at the centre of the AI boom is rising rapidly, underscoring growing jitters...

NVIDIA and Broadcom both rode the same AI spending wave this quarter and landed in completely different places. Which company's model actually captures more of the buildout depends on what kind of investor you are and what risk keeps you up at night.

The tech stock is down more than 20% from its high.

Samsung's $200 Billion Deal Gives Broadcom Stock a Powerful AI Boost

Every time hyperscalers signal tighter AI budgets, one chipmaker's order book quietly grows. The reason has everything to do with who actually benefits when the industry is forced to spend less.

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory, and […]

The collaboration aims to accelerate development and supply of semiconductor solutions required for next-generation AI infrastructure.

Morgan Stanley believes the recent decline in U. S.

Investing.com -- Samsung Electronics and SK Hynix will pursue memory-chip supply partnerships with major U.S. technology companies valued at a combined $950 billion, Reuters reported, citing South Korean presidential adviser Kim Yong-beom.

(Bloomberg) -- Samsung Electronics Co. won a contract worth more than $200 billion to make chips for Broadcom Inc., as the companies race to win a larger share of the AI infrastructure market.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueTrump Seethes as Iran War Spirals Ane

SEOUL, July 25 (Reuters) - South Korea's Samsung Electronics and SK Hynix will pursue memory chip supply partnership with U.S. big tech companies including Nvidia worth $950 billion overall, South

Every time Broadcom sells off, one investor keeps adding shares without hesitation, and his reasoning goes beyond the AI chip hype to a specific price point where the math stops making sense.

CBRS teams up with AMD on a disaggregated AI inference platform targeting ultra-low latency, high throughput and up to 5X better efficiency.

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

Morgan Stanley believes the recent decline in U. S.

QCOM is set to report Q3 results with new Snapdragon launches boosting AI, PCs and smartphones, but competition and Android demand remain key challenges.