AI
AI chip stocks wobble even as investors get clarity on a key OpenAI issue
A new report paints OpenAI's financial picture in a more optimistic light.
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Ai chip
6 stories in the last 7 days, reading bullish overall. The last day ran at 3.0× its usual pace.
- 7-day mood
- +16.4Bullish +16
- Stories, 7 days
- 6
- Last 24 hours
- 23.0× usual
- Sources
- 10in the latest 30
Mood and coverage · last 7 days
Market chart- Ai chip · 6-hour average
- Hourly reading
- Stories per hour
View as table
| Day | Mood | Stories |
|---|---|---|
| Fri, Oct 9 | +17.4 | 1 |
| Thu, Oct 8 | +8.4 | 2 |
| Wed, Oct 7 | 0.0 | 1 |
| Tue, Oct 6 | 0.0 | 1 |
| Mon, Oct 5 | +34.0 | 1 |
| Sun, Oct 4 | — | 0 |
| Sat, Oct 3 | — | 0 |
| Fri, Oct 2 | — | 0 |
Latest on Ai chip
Newest firstAI
Micron, Nvidia and AI chip stocks fall as report on OpenAI's revenue causes 'undue concern'
OpenAI's annualized revenue reportedly fell short of expectations - but analysts say that reflects differences in how the figure is reported, not weakness in A…
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AI chip boom pushes Samsung profits to record $80bn
The tech giant is also expected to get a boost from its latest folding devices that were launched in August.
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Microsoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip
The new device shows Microsoft remains committed to making its own PCs even though it's not one of the top device makers.
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The top wall street firms are fighting over 1 one AI chip
The top wall street firms are fighting over 1 one AI chip
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Etched fields funding offers at $40B+ valuation, sources say
Just a couple of months after its last big raise, the AI chip startup is already being plied with investment offers at double or more its current value, source…
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Google launches Project Suncatcher, a step towards AI data centers in space
The fridge-size satellite with AI chips on board is part of Project Suncatcher, the company's moonshot effort to put AI data centers in space and harness solar…
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Friendly-faced California tech CEO arrested by feds for allegedly hiding $300M Chinese secret
Federal agents on Wednesday arrested a California tech CEO who's accused of smuggling more than $300 million in restricted AI chips into China.
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Physical AI chip developer SiMa.ai hits $1.45B valuation
The edge computing startup raised a $150 million Series C led by Fidelity and Amplify.
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Inside AT&S and the race to make the critical layer beneath AI chips
Managing Asia's Christine Tan goes inside AT&S's Malaysia plant, where CEO Michael Mertin explains why IC substrates - the high-tech base layers beneath AI chi…
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A top chip stock analyst sees big things for Nvidia, Broadcom. How his case aligns with ours
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Alibaba shares jump as new AI chip, data center buildout plans unveiled
Alibaba shares jumped 3% in Hong Kong on Tuesday as the tech giant unveiled a new AI chip and plans to sharply expand its global data center capacity
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Congress Wants To Curb Exporting AI Chips to China. Will It Make An Impact?
'not a frivolous argument'
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Huawei plans Q1 2027 launch of new AI chip as it takes on Nvidia
Huawei is accelerating the launch of its next-generation Ascend 960DT AI chip as it pushes to compete with Nvidia and close China's AI computing gap with the U…
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Samsung backs Nvidia AI chip rival in $230 million funding round as GPU alternatives boom
Dutch startup Euclyd raised the funding in a round co-led by Samsung, Somerset Capital Partners, the Scaleup Europe Fund and Innovation Industries.
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The World's Best Companies of 2026
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An AI chip machine so pricey, three rivals had to say yes
Samsung, TSMC and Intel rarely move in lockstep. This time, all three are betting on the same piece of equipment.
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Applied Materials (AMAT) Could Be 28% Undervalued As AI Chip Rally Lifts Interest
Board addition brings fresh semiconductor experience to Applied Materials Applied Materials (AMAT) has added Akash Palkhiwala, Qualcomm's Chief Financial Offic…
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Musk says AI chips will face a 15-gigawatt power shortage by 2027. ️
Musk says AI chips will face a 15-gigawatt power shortage by 2027. ️
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Qualcomm rival MediaTek jumps 10% after $3.5 billion Nvidia AI chip deal
The two companies will work on integrating Nvidia technology with MediaTek's custom AI chip business as well as other areas such as PCs and cars.
AI
Nvidia's $3.5B MediaTek bet reveals its plan for tackling Big Tech's AI chip buildout
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Neocloud Lambda secures $1B in debt to buy more chips
Neocloud Lambda has raised $1B in private debt to buy Nvidia AI chips and lease them to Microsoft. It's the latest in a string of loans, underscoring the high…
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Nvidia forecasts quarterly revenue above estimates, shares rise
Nvidia's quarterly revenue more than doubled and the chipmaker forecast third-quarter revenue above Wall Street estimates on Wednesday, signaling persistent de…
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OpenAI's Jalapeño AI chip brings new 'threat' to Nvidia margins as custom silicon gains ground
OpenAI's Jalapeño chip beat Nvidia Blackwell systems on key inference-efficiency tests as custom AI silicon gains ground among major tech companies.
AI
Nvidia earnings could rescue a stalling stock market - if the AI chip maker breaks this trend
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AMD is betting on dirt-cheap AI chips, but financing them is a major question mark
AMD just acquired a company whose chip is fast, inexpensive and a total mystery for lenders.
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Marvell Technology vs. Verizon Communications: Which Technology Stock Is a Better Buy in 2026?
Marvell offers high-octane growth at the center of the AI chip build-out, while Verizon offers steady income and improving fundamentals for more conservative i…
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Marvell pops 6% on AI chip deal that lets Google buy up to $12.2 billion in shares
Google and its competitors have been pursuing custom chips to improve efficiency and reduce reliance on Nvidia.
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AI chip stocks were riding high. Here's why Micron and others are now pulling back.
Analysts note high expectations, concerns about elevated Treasury yields and a potential letdown surrounding Anthropic's financial progress,
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Groq raises $350M to fuel its pivot from AI chips to neocloud
Groq raised $350 million at a $3.5 billion valuation as the former AI chipmaker pivots to a neocloud business and expands its Nvidia-powered data center footpr…
