Repair demand booms in China for banned products
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Nvidia, SK Hynix and Q2
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Tech companies specializing in AI are thriving amid a surge in demand, boosting profits for giants like Nvidia and Alphabet. In contrast, consumer-focused sectors, including airlines and food manufacturers,
White House unveils Winning the AI Race plan, aiming to secure US leadership in AI. Chip stocks rise, Trump admin promotes innovation and workforce development.
Memory market braces for shake‑up Nvidia is moving to disrupt the memory market again, planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025 and handed the entire contract to Micron. According to DigiTimes Asia the numbers are modest compared to Nvidia’s nine million planned HBM
Taiwan Semiconductor Manufacturing Company's (TSM) earnings results are giving tech a boost and easing near-term artificial intelligence (AI) worries. Matt Bryson, Wedbush Securities managing director of equity research,
Nvidia is poised to take advantage of growing demand for sovereign artificial intelligence, Citi analysts wrote Monday.
Nvidia briefly reached a market capitalization of $4 trillion on Wednesday, making it the first company in the world to reach the milestone and solidifying its position as one of Wall Street's most-favored stocks.