Technology
Cramer's week ahead: Earnings kick off as banks and chipmakers face big tests
CNBC's Jim Cramer said next week's earnings reports will give investors a clearer picture of corporate performance and the strength of the AI trade.
Keyword
Chipmaker
4 stories in the last 7 days, reading strong bullish overall. Quiet in the last 24 hours.
- 7-day mood
- +55.7Strong bullish +56
- Stories, 7 days
- 4
- Last 24 hours
- 0below usual
- Sources
- 11in the latest 30
Mood and coverage · last 7 days
Market chart- Chipmaker · 6-hour average
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| Day | Mood | Stories |
|---|---|---|
| Fri, Oct 9 | — | 0 |
| Thu, Oct 8 | — | 0 |
| Wed, Oct 7 | — | 0 |
| Tue, Oct 6 | +38.9 | 2 |
| Mon, Oct 5 | +69.4 | 1 |
| Sun, Oct 4 | — | 0 |
| Sat, Oct 3 | — | 0 |
| Fri, Oct 2 | — | 0 |
Latest on Chipmaker
Newest firstMarkets
S&P 500 and Nasdaq surge to record highs after AI chipmaker rally
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Geopolitics
As Taiwan expands Arizona chip plant, China warns against developing political ties
The world's biggest chipmaker now manufactures at scale in Phoenix, as well as Taiwan. China is warning political leaders in Arizona to not get too friendly.
AI
Cerebras stock climbs 6% after Sam Altman calls the chipmaker a 'close partner'
Cerebras stock climbed in premarket trading after OpenAI's CEO Sam Altman reassured investors that the firm is a "close partner."
Markets
Micron stock barely budged on chipmaker's latest earnings. Wall Street still thinks gains will come
Micron reported better-than-expected earnings results and issued strong guidance this week, giving Wall Street analysts reasons to be bullish on the stock.
Technology
These two chip stocks could join the elite $2 trillion tech giant club, says top analyst
Resurgent CPUs and efficiency gains from memory could propel more chipmakers to a $2 trillion market cap.
Technology
Nvidia's record buyback shows chipmaker's stock is too cheap for CEO Huang to resist
Nvidia is looking to spend hundreds of billions of dollars buying its stock at a time when it's historically cheap based on earnings expectations.
Technology
Here's where TSMC is reportedly eyeing a second U.S. site for a chip-making hub
Taiwan Semiconductor Manufacturing Co., the Taiwanese contract chipmaker that makes semiconductors for Nvidia among others, is reportedly eyeing a second site…
Technology
AMD acquiring Fei-Fei Li's World Labs AI firm in deal worth $8.2 billion
The chipmaker had previously invested in World Labs.
AI
Nvidia unveils security platform to rein in AI agents and $150bn stock buyback
Chipmaker says new system was designed to prevent AI agents from going rogue amid incidents at top companies. Nvidia on Monday unveiled a new security platform…
Technology
Singapore's Nexstrom wants to bring 2D semiconductors to chip fabs
Singapore-based Nexstrom has raised new funding to develop equipment that could help chipmakers manufacture 2D semiconductor materials at scale.
Technology
Donald Trump says China is opening up. American bosses disagree
Chipmakers' record sales disguise a gloomy picture
AI
Nvidia boss says there is '0% chance' AI destroys the world by 2030
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AI
Nvidia CEO calls for AI to be developed "as fast as we can"
The CEO of the world's largest chipmaker told CBS News that tech companies should proceed with artificial intelligence development despite recent warnings from…
Technology
Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent
U.S. semiconductor manufacturing faces a historic worker shortage as demand soars. Here's how chipmakers and U.S. universities aim to fix it.
Technology
Intel is leading chip gains. A top analyst sees the stock hitting $200 in two years
Intel could hit as much as $200 per share in two years as it continues to strike lucrative deals with top chipmakers, per Melius Research.
Technology
World's largest contract chipmaker TSMC sees August revenue surge over 53% to record high
TSMC reported monthly sales revenue for August on Thursday.
Technology
Marvell shares have soared 241% in a year. CEO says this is a key reason why
Marvell Technology CEO Matt Murphy said trust has helped fuel the chipmaker's massive run over the past year.
Technology
Qualcomm issues Amazon warrants to acquire $4 billion worth of chipmaker's stock as part of AI infrastructure deal
Qualcomm is trying to move into the data center business, where Nvidia has been the dominant player in the AI boom.
Technology
Asian shares are mixed as chipmaker shares rally in Tokyo and Seoul
Asian shares are mixed, with benchmarks in Tokyo and Seoul leading gains thanks to buying of computer chipmakers
AI
Hugging Face approached Nvidia's Huang weeks ahead of $12.9B acquisition, CEO tells CNBC
Nvidia CEO Jensen Huang said that with Hugging Face, the chipmaker will "expand access to AI for developers and institutions worldwide."
AI
Nvidia's $3.5B MediaTek bet reveals its plan for tackling Big Tech's AI chip buildout
Nvidia invests $3.5 billion into Taiwanese chipmaker MediaTek. The deal shows how Nvidia plans to stay essential to AI infrastructure as Big Tech begins to bui…
Technology
Nvidia earnings were monstrous. They weren't enough to drive a breakout in broader chip sector
Chipmakers couldn't make a meaningful move higher this week. Even after Nvidia posted blockbuster results.
AI
Nvidia agrees to buy Hugging Face for $12.9 billion, report says
Nvidia reportedly agreed to buy open source AI platform Hugging Face for $12.9 billion as the chipmaker expands deeper into the AI ecosystem.
AI
Nvidia revenue doubles on continued AI demand
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AI
Wall St. Scrutinizes Nvidia's Deal Machine
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AI
Groq raises $350M to fuel its pivot from AI chips to neocloud
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Technology
Nvidia's great silicon showdown
The chipmaker's biggest customers want a piece of its business. It is fighting back with a $500bn deal
Technology
World's biggest chipmaker TSMC's sales surge 45% amid buoyant AI demand
TSMC makes chips for Big Tech customers like Nvidia and Google, so the firm's financial figures are closely watched as a sign of AI semiconductor demand.
Energy
Oil prices sink nearly 7% and world shares gain as Chinese chipmaker CXMT soars in Shanghai debut
Shares are mostly higher in Europe and Asia and oil prices have plunged nearly 7% after the U.S. and Iran paused their attacks while work resumed on a possible…
