| Date | Title | Description |
| 17.10.2025 | SEMIFIVE Submits Securities Registration for KOSDAQ Listing | Secures Only 'One-Stop AI ASIC Solution' in Korea and Big-Die Design Capability
2025 Q3 Cumulative Revenue Expected to Surpass KRW 90 Billion; Large AI Chip Mass Production Begins, Growth to Accelerate from Q4
Wins Successive AI Chip Design... |
| 16.10.2025 | Chip stocks rise after TSMC's rosy outlook on strong AI demand | Semiconductor stocks advanced on Thursday after top contract chipmaker TSMC issued a rosy forecast, fanning optimism about demand for artificial intelligence infrastructure in a week of multi-billion-dollar deals across the sector.
The comp... |
| 15.10.2025 | A guide to the $1 trillion-worth of AI deals between OpenAI, Nvidia and others | Just this year, OpenAI alone has made around a $1 trillion-worth of AI deals.
Oracle, OpenAI and SoftBank are partners on the ‘Stargate Project,’ a $500 billion AI infrastructure deal.
Many predict that the artificial intelligence boom will... |
| 14.10.2025 | CNBC Daily Open: A chance for peace in the Middle East and the U.S.-China trade war | Broadcom and OpenAI announce partnership.
China clamps down on U.S. subsidiaries of Hanwha Ocean.
A Tata group company acquires Justech Precision, a Chinese iPhone supplier.
Stocks claw back some losses — but not all.
UBS’ pick of European ... |
| 14.10.2025 | 5 Things to Know
Big bank earnings, Broadcom’s OpenAI chip deal, record-high car prices and more in Morning Squawk | Shares of Broadcom popped nearly 10% after the company made its partnership with OpenAI official.
Big banks kicked off the new earnings season on a positive note.
The average price for a new car topped $50,000 for the first time ever last m... |
| 14.10.2025 | Wiwynn Showcases Next-Generation AI Infrastructure and Cooling Advances at OCP Global Summit 2025 | SAN JOSE, Oct. 14, 2025 /PRNewswire/ -- Wiwynn (6669), an innovative cloud IT infrastructure provider for data centers, is showcasing its next-generation AI servers, developed in collaboration with Wistron, and advanced direct liquid coolin... |
| 14.10.2025 | OpenAI’s hyperscaler ambitions are being put to the test with its latest megadeals | OpenAI is building a full AI ecosystem, as Apple did for smartphones and Microsoft did for PCs.
The AI startup’s chip deal with Broadcom plugs directly into the core of infrastructure, hardware, and developers.
OpenAI’s DevDay was a showcas... |
| 14.10.2025 | Why analysts like the Broadcom-OpenAI deal — plus Cramer’s asks for Salesforce | - |
| 14.10.2025 | CNBC Daily Open: There’s a hopeful mood in the Middle East and the markets | War in the Middle East is over, Trump says.
Broadcom and OpenAI announce partnership.
JPMorgan says it will invest $10 billion in critical industries.
Stocks claw back some losses — but not all.
UBS’ pick of European sectors less affected b... |
| 13.10.2025 | Broadcom stock pops 9% on OpenAI custom chip deal, adding to Nvidia and AMD agreements | OpenAI and Broadcom have been collaborating for 18 months on a new line of co-designed chips optimized for inference and networked through Broadcom’s Ethernet stack.
The companies announced plans to develop and deploy racks of OpenAI-design... |
| 13.10.2025 | Broadcom’s chip president says mystery $10 billion customer isn’t OpenAI | Broadcom chip head Charlie Kawwas said OpenAI is not the mystery $10 billion customer that was revealed in the company’s Q3 earnings report.
Analysts predicted that AI startup OpenAI was the unnamed customer.
Broadcom and OpenAI announced p... |
| 13.10.2025 | Stocks making the biggest moves midday: Broadcom, Bloom Energy, Critical Metals, Fastenal and more | - |
| 13.10.2025 |
Too many speculative names fueled Monday’s rally, Jim Cramer says | Monday - Friday, 6:00 - 7:00 PM ET
CNBC’s Jim Cramer explained why Monday’s rebound gives him pause.
Too many risky stocks led the market’s bounce back, he said.
“I don’t love a day like today because the speculative stocks make for bad lea... |
| 13.10.2025 | S&P 500 falls again after one-day respite as China trade tensions persist: Live updates | Stocks fell Tuesday, resuming the selling seen late last week, as trade worries were reignited overnight by China.
The Dow Jones Industrial Average lost 85 points, or 0.2%. The S&P 500 lost 0.5%, while the Nasdaq Composite shed roughly ... |
| 13.10.2025 | MiTAC Computing Showcases Future-Ready AI Cluster Solutions at the 2025 OCP Global Summit to Empower Open and Energy-Efficient Data Centers | SAN JOSE, Calif., Oct. 13, 2025 /PRNewswire/ -- MiTAC Computing Technology, a global leader in high-performance and energy-efficient server solutions, is proud to announce its participation at the 2025 OCP Global Summit (October 13–16, San ... |
| 13.10.2025 |
Broadcom CEO says generative AI will become a much larger part of global GDP | Monday - Friday, 6:00 - 7:00 PM ET
Broadcom CEO Hock Tan says generative AI’s contributions to the global GDP will increase in an interview with CNBC’s Jim Cramer.
Tan said the current GDP sits around $110 trillion, with 30% “valued from in... |
| 13.10.2025 | Chip stocks bounce on Broadcom, OpenAI deal and easing China tensions | Chip stocks bounced as OpenAI announced another computing deal with a major chipmaker and U.S.-China tensions eased.
President Donald Trump said to not worry about China in a post to Truth Social over the weekend and it “will all be fine,” ... |
| 13.10.2025 | How Broadcom’s big OpenAI deal fits into the data center boom and what it means for the AI trade | - |
| 13.10.2025 | China chipmaker WingTech plunges 10% after Dutch government takes control of subsidiary Nexperia | Asia-Pacific markets mostly fell Tuesday.
Overnight, Wall Street gained after U.S. President Donald Trump softened his stance on China.
Shanghai-listed shares of Chinese chipmaker Wingtech plunged 10% Tuesday, hitting the daily limit for a ... |
| 13.10.2025 | Oracle CEO Magouyrk: ‘Of course’ OpenAI can pay $60 billion per year for cloud infrastructure | One of Oracle’s two recently appointed CEOs, Clay Magouyrk, told CNBC’s David Faber that he’s confident OpenAI will be able to pay for the cloud infrastructure it uses.
OpenAI had a $5 billion net loss in 2024.
Oracle CEO Clay Magouyrk, one... |
| 12.10.2025 | Dow rebounds nearly 600 points, S&P 500 claws back more than half of Friday’s rout as Trump softens China stance | Stocks surged on Monday, rebounding from Friday’s sell-off after President Donald Trump said trade relations with China “will all be fine.”
The Dow Jones Industrial Average closed up 587.98 points, or 1.29%, to 46,067.58, which equates to 6... |
| 11.10.2025 | OpenAI’s dominance is unlike anything Silicon Valley has ever seen | While every tech cycle features a dominant company or two, OpenAI is a different kind of beast.
The company is forging massive partnerships with the likes of Nvidia, Broadcom Oracle and AMD to build out infrastructure while continuing to ro... |
| 11.10.2025 | ETF Edge
BlackRock sees shift in artificial intelligence trade. Where investors are putting their money now. | BlackRock is seeing a shift among Big Tech investors.
Jay Jacobs, the firm’s U.S. head of equity ETFs, finds they’re going for targeted themes like artificial intelligence.
“One of the biggest trades we’re seeing this year is simply people ... |
| 07.10.2025 | CNBC Daily Open: The ‘band of brothers’ in the AI industry | OpenAI to acquire up to 10% of AMD.
Figma shares pop on OpenAI hype.
A new Tesla car model?
S&P and Nasdaq reach new records.
AI sentiment to dominate earnings.
“We few, we happy few, we band of brothers.” The rallying cry from Shakespe... |
| 07.10.2025 | How OpenAI’s deal with AMD could change the AI chip market | Techbehemoth and OpenAI yesterday struck a multi-billion-dollar partnership with chipmaker AMD, committing to purchase up to six gigawatts of the company’s next-generation processors to power new AI data centres.
The deal, which will start ... |
| 07.10.2025 | CNBC Daily Open: The AI industry’s ‘happy few’ | OpenAI to acquire up to 10% of AMD.
Figma shares pop on OpenAI hype.
A new Tesla car model?
S&P and Nasdaq reach new records.
Three markets outside the U.S. for portfolio resilience.
“We few, we happy few, we band of brothers.” The rall... |
| 06.10.2025 | AMD signs AI chip-supply deal with OpenAI, shares surge over 34% | SAN FRANCISCO: AMD will supply artificial intelligence chips to OpenAI in a multi-year deal that would bring in tens of billions of dollars in annual revenue and give the ChatGPT creator the option to buy up to roughly 10 per cent of the ch... |
| 06.10.2025 | AMD stock skyrockets 23% as OpenAI looks to take stake in AI chipmaker | OpenAI and AMD have reached a deal that could see Sam Altman’s company take a 10% stake in the chipmaker
OpenAI will deploy up to 6 gigawatts of AMD Instinct GPUs over multiple years, beginning with a 1-gigawatt rollout in 2026.
AMD issued ... |
| 06.10.2025 | Here are Monday’s biggest analyst calls: Nvidia, Tesla, Apple, Klarna, Micron, Oracle, Amazon, Broadcom, Affirm, Disney and more | - |
| 06.10.2025 | Open AI and AMD challenge Nvidia with multibillion chip deal | OpenAI has announced a multi-billion dollar deal with chip giant AMD to build large scale AI data centres – one of the most direct challenges to Nvidia’s dominance in the AI market to date.
Under the partnership, OpenAI will buy six gigawat... |
| 03.10.2025 | Here are Friday’s biggest analyst calls: Nvidia, Apple, Broadcom, Tesla, Netflix, Ferrari, Johnson & Johnson, Coinbase and more | - |
| 03.10.2025 |
Cramer’s Lightning Round: Broadcom over Ambiq Micro | Monday - Friday, 6:00 - 7:00 PM ET
It’s that time again! “Mad Money” host Jim Cramer rings the lightning round bell, which means he’s giving his answers to callers’ stock questions at rapid speed.
Ambiq Micro: “We got to be careful of that.... |
| 03.10.2025 | Wall Street closes with records as tech support offsets labor, shutdown uncertainties | Wall Street closes with records as tech support offsets labor, shutdown uncertainties
By Sinéad Carew and Niket NishantOctober 2, 202510:54 PM UTCUpdated ago
Text
Small Text
Medium Text
Large Text
Share
X
Facebook
Linkedin
Email
Link
Summar... |
| 02.10.2025 | Wall Street ticks to more records, led by technology stocks | By STAN CHOE, AP Business Writer
NEW YORK (AP) — U.S. stocks edged up to more records on Thursday as technology stocks kept rising and as Wall Street kept ignoring the shutdown of the U.S. government.
The S&P 500 added 0.1% to its all-t... |
| 01.10.2025 | Applitools Names Anand Sundaram Chief Executive Officer | Seasoned software quality and product leader to drive next phase of growth for Applitools' AI-powered testing platform
COVINA, Calif., and TEL AVIV, Israel—Applitools, the leading provider of AI-powered end-to-end software testing solutions... |
| 30.09.2025 | Nvidia’s market cap tops $4.5 trillion after string of AI infrastructure deals | Nvidia shares climbed almost 3% to a record on Tuesday, making the chipmaker the first company to hit a $4.5 trillion market cap.
Nvidia’s gains come during a busy week of deal-making for the company, including a planned investment in OpenA... |
| 29.09.2025 | Broadcom, Nvidia among the stocks showing notable insider sales | - |
| 29.09.2025 | CNBC Daily Open: Breaking the September market curse | The Middle East could benefit from higher H1-B fees.
Vance confident Tiktok is ‘successfully separated’.
Buffett Indicator at all time high.
Markets rally on Friday.
Intel leads the list of most overbought stocks.
September has been far fro... |
| 28.09.2025 | A look at OpenAI’s tangled web of dealmaking | OpenAI’s aggressive dealmaking has helped drive the stock market to record highs even though the company is still private and burning billions of dollars in cash.
The $500 billion artificial intelligence startup has inked mammoth agreements... |
| 26.09.2025 | Raspberry Pi 500+ chega com 16 GB de RAM e teclado mecânico | Parece só um teclado, mas é o Raspberry Pi 500+ (imagem: reprodução/Raspberry Pi)
Clique no play para ouvir a matéria
O melhor da tecnologia está no nosso canal no WhatsApp
Entre Agora Resumo
Raspberry Pi 500+ é lançado com SSD de 256 GB, 1... |
| 21.09.2025 | Apple takes control of all core chips in iPhone Air with new architecture to prioritize AI | iPhone Air is the big newcomer among Apple’s latest lineup that went on sale Friday, but inside the slim phone’s raised plateau is another new piece of hardware that signals a renewed focus on artificial intelligence.
Apple’s custom A19 Pro... |
| 19.09.2025 | /C O R R E C T I O N -- RiverMeadow Software Inc./ | In the news release, RiverMeadow Expands Global Reach with Launch in AWS Asia Pacific (Auckland) Region, issued 15-Sep-2025 by RiverMeadow Software Inc. over PR Newswire, we are advised by the company that all instances of Auckland have bee... |
| 19.09.2025 | ETF Edge
Wall Street bets on chip boom are getting more concentrated, and it could be good thing for investors | Exchange-traded funds focused on semiconductor stocks have grown in both assets and performance in recent years as the AI and chip boom dominate the latest bull market story.
Wall Street fund managers are packaging the new tech boom in a va... |
| 18.09.2025 | Netskope soars 18% on first day of trading, reaches $8.6 billion market cap | Netskope made its Nasdaq debut on Thursday.
The company, which trades under the ticker symbol “NTSK,” priced shares at $19.
CEO and co-founder Sanjay Beri told CNBC that the offering was more than 20 times oversubscribed.
Netskope jumped mo... |
| 18.09.2025 | Лидер ИИ-чипов Nvidia инвестирует $5 млрд в легендарного американского производителя чипов Intel | Сделка состоялась всего через несколько недель после того, как Белый дом организовал беспрецедентное соглашение о получении правительством США крупной доли в Intel.
Инвестиции сделают Nvidia одним из крупнейших акционеров Intel с долей окол... |
| 17.09.2025 | Netskope prices IPO at $19, valuing company at $7.3 billion | Cybersecurity firm Netskope priced shares in its upcoming IPO at $19, valuing the company at $7.3 billion.
The company will debut Thursday on the Nasdaq under the ticker symbol “NTSK.”
The IPO market is experiencing a revival after a yearsl... |
| 17.09.2025 | US stocks churn amid uncertainty about how many more cuts to interest rates are coming from the Fed | By STAN CHOE, AP Business Writer
NEW YORK (AP) — U.S. stocks churned between gains and losses on Wednesday but ultimately remained near their record levels.
The S&P 500 slipped 0.1% and hung near its all-time high set at the start of th... |
| 16.09.2025 | Cybersecurity provider Netskope boosts IPO range as it tests tech hot streak | Netskope lifted its share price range for its upcoming IPO to between $17 and $19, valuing the cybersecurity firm at $7.3 billion at the top end.
The new range is up from the $15 to $17 planned pricing the company revealed earlier this mont... |
| 16.09.2025 |
Here’s why Jim Cramer thinks JPMorgan could be the next non-tech stock to reach a $1 trillion valuation | Monday - Friday, 6:00 - 7:00 PM ET
CNBC’s Jim Cramer told investors why he thinks JPMorgan might be the next non-tech stock to hit $1 trillion in market cap.
“JPMorgan’s got something special. It excels at so many things: lending, capital m... |
| 15.09.2025 | 5 Things to Know
Musk’s $1 billion bet, OpenAI’s spending spree, Swatch’s tariff swipe and more in Morning Squawk | The U.S. stock market is coming off a winning week.
Investors are banking on interest rate cuts at the Federal Reserve meeting this week.
Morning meal traffic is rising at a far faster clip for convenience stores than fast-food restaurants.... |
| 15.09.2025 | CNBC Daily Open: The Nasdaq Composite was the overachieving sibling last week | U.S. and China discuss trade deal in Spain.
Nvidia and OpenAI discuss investing in U.K.
Winklevoss’ crypto exchange pops on its first day of trading.
Nasdaq Composite has a perfect week of record highs.
Fed meeting the marquee event for thi... |
| 15.09.2025 | CNBC Daily Open: AI helped the Nasdaq Composite clinch a perfect week | U.S. and China discuss trade deal in Spain.
China’s economic slowdown deepens in August.
Europe’s initial public offering market lags behind.
Nasdaq Composite has a perfect week of record highs.
Fed meeting the marquee event for this week.
... |
| 15.09.2025 | Sercomm Showcases Next-Gen RDK Video Accelerator STB Based on Broadcom BCM74116 at the RDK Global Summit 2025 | AMSTERDAM, Sept. 15, 2025 /PRNewswire/ -- At the RDK Global Summit, Sercomm Corporation (TWSE: 5388), a leading global provider of entertainment and broadband equipment, today introduced its newest RDK Video Accelerator based on the latest ... |
| 15.09.2025 | RiverMeadow Expands Global Reach with Launch in AWS Asia Pacific (Auckland) Region | LOS GATOS, Calif., Sept. 15, 2025 /PRNewswire/ -- RiverMeadow Software Inc., a leader in workload mobility automation, is excited to announce the availability of its Workload Mobility Platform in the AWS Asia Pacific (Auckland) Region, mark... |
| 15.09.2025 | Broadcom will outperform due to its dominance in the specialized chip market, Macquarie says | - |
| 15.09.2025 | Here are Monday’s biggest analyst calls: Nvidia, Apple, Tesla, Broadcom, CoreWeave, Disney, Palantir, Micron and more | - |
| 13.09.2025 | OpenAI’s spending spree is powering the tech industry. Oracle is the latest winner | Oracle’s historic stock surge this week was fueled by a massive backlog, which is largely due to a deal with OpenAI.
A week earlier, Broadcom shares soared after the company announced a $10 billion custom chip customer that analysts said wa... |
| 12.09.2025 | Why we want to trim our Broadcom position, plus key investor events to monitor | - |
| 12.09.2025 | Oracle's blockbuster surge shows AI trade's growing influence on market | Wall Street's "AI trade" has propelled the market to record highs this year, and Oracle's stunning share-price gains are giving investors another reason to back the trade.
Oracle shares jumped 36 per cent on Wednesday after the co... |
| 10.09.2025 | Stocks making the biggest moves midday: Oracle, Chewy, Broadcom, GameStop & more | - |
| 10.09.2025 | Larry Ellison ultrapassa Elon Musk e assume liderança entre maiores fortunas globais | O ranking mundial de bilionários registrou uma mudança nesta quarta-feira (10). Larry Ellison, fundador da Oracle, superou Elon Musk e tornou-se a pessoa mais rica do planeta. O patrimônio do executivo atingiu US$ 393 bilhões (cerca de R$ 2... |
| 10.09.2025 | Oracle’s Ellison Eyes ‘Multi-Trillion-Dollar’ AI Inference Market | source: unsplash/BoliviaInteligente
Oracle Corp. is shaking off its reputation as a cloud laggard after reporting a surge in artificial intelligence-driven cloud contracts. The announcement sent Oracle’s shares soaring nearly 40% on Tuesday... |
| 10.09.2025 | Vectara Launches Conversational AI Solution for Enterprises | , the trusted platform for enterprise agents, announced the launch of its complete conversational AI solution with the rollout of its Agent API and fully-optimized and customer-ready user interface. By leveraging Vectara’s core leadership i... |
| 10.09.2025 | Oracle soars on AI cloud gains, Ellison closes in on Musk as world's richest | Oracle soars on AI cloud gains, Ellison closes in on Musk as world's richest
By Akash Sriram and Akriti ShahSeptember 10, 20254:05 PM UTCUpdated ago
Text
Small Text
Medium Text
Large Text
Share
X
Facebook
Linkedin
Email
Link
A logo of cloud... |
| 10.09.2025 | Wall St indexes hit records as Oracle jumps, Fed bets steady on inflation data | Wall St indexes hit records as Oracle jumps, Fed bets steady on inflation data
By Purvi Agarwal and Ragini MathurSeptember 10, 20254:32 PM UTCUpdated ago
Text
Small Text
Medium Text
Large Text
Share
X
Facebook
Linkedin
Email
Link
A trader w... |
| 09.09.2025 | CNBC Daily Open: Why are stocks rising after August’s dismal jobs report? | The Nasdaq Composite closes at a record high on Monday.
Refunds could hit $1 trillion if tariffs are deemed illegal.
China’s Xpeng eyes global launch of its Mona brand.
French Prime Minister Francois Bayrou loses no-confidence vote.
Morgan ... |
| 09.09.2025 | US tech companies enabled the surveillance and detention of hundreds of thousands in China | By DAKE KANG and YAEL GRAUER, Associated Press
BEIJING (AP) — The body camera hung from the top of the IV drip, recording the slightest twitch made by Yang Guoliang as he lay bloody and paralyzed in a hospital bed after a police beating wit... |
| 09.09.2025 | CNBC Daily Open: Why August’s bad jobs report might be good for AI stocks | The Nasdaq Composite closes at a record high Monday.
Refunds could hit $1 trillion if tariffs are deemed illegal.
India urges BRIC partners to address trade deficits.
European auto giants take on Chinese rivals.
Morgan Stanley thinks this s... |
| 09.09.2025 | S&P 500 jumps to new record on encouraging inflation reading, Oracle stock surge: Live updates | The S&P 500 jumped to a fresh record on Wednesday after a reading on wholesale prices unexpectedly declined, a welcome development for investors clamoring for a Federal Reserve rate cut next week to boost the economy. Oracle shares led ... |
| 09.09.2025 | Apple reveals new iPhone Air, iPhone 17 lineup, AirPods Pro 3 and latest Apple Watch series | Apple on Tuesday (Sep 9) introduced an upgraded line of new iPhones, including a slimmer iPhone Air, and held prices steady amid United States President Donald Trump's tariffs that have hurt the company's profit.
The iPhone Air comes with a... |
| 08.09.2025 | Asia-Pacific markets trade mixed after Wall Street gains on tech rally | Asia-Pacific markets traded mixed Tuesday, after gains on Wall Street.
Japan’s benchmark Nikkei 225 reversed course after hitting a record high earlier in the session.
Asia-Pacific markets traded mixed Tuesday after Wall Street gained on a ... |
| 08.09.2025 |
Jim Cramer reviews recent Wall Street fears that were overblown | Monday - Friday, 6:00 - 7:00 PM ET
CNBC’s Jim Cramer on Monday reviewed a number of pessimistic sentiments on Wall Street over the past several months that have largely blown over, saying that sometimes market negativity is overhyped.
“You ... |
| 08.09.2025 | Nvidia vs. Broadcom: The debate is back on, but it often misses the mark | - |
| 08.09.2025 | Stocks close at record highs despite job worries, looming inflation reports | All three major indexes closed at record highs Tuesday as investors moved past concerns about the state of the U.S. economy.
The S&P 500 index settled up 0.27% at 6,512.61, while the Nasdaq Composite gained 0.37% to end the day at 21,87... |
| 07.09.2025 | Nasdaq rises to new record, but Dow is little changed ahead of inflation data this week: Live updates | The Nasdaq Composite jumped to a record on Monday as investors gear up for a data-heavy week that includes two closely watched readings on inflation.
The tech-heavy Nasdaq gained 0.8% and had scored a new all-time intraday high in the sessi... |
| 06.09.2025 | OpenAI’s staggering burn rate: $115-billion by 2029 | OpenAI has sharply raised its projected cash burn through 2029 to US$115-billion (R2-trillion) as it ramps up spending to power the AI behind its popular ChatGPT chatbot, The Information reported on Friday (paywall).
The new forecast is $80... |
| 05.09.2025 | Google leads monster week for tech, pushing megacaps to combined $21 trillion in market cap | Alphabet and Apple shares rallied following a favorable decision for Google in the remedies portion of the antitrust case.
Broadcom got a big boost from a new $10 billion customer.
Add it up and tech’s eight billion-dollar companies added m... |
| 05.09.2025 | CNBC Daily Open: Markets are riding high, but will jobs data derail the rally? | S&P notches new record high.
Broadcom shares pop on new customer.
Lululemon plunges on weak earnings.
Trump seeks to fire FTC commissioner — again.
Global banks and gold miners preferred.
Markets have been rising on hopes that weak jobs... |
| 05.09.2025 | Broadcom is soaring after an earnings beat. What Wall Street analysts are saying | - |
| 05.09.2025 | Stocks slip as Wall Street questions whether the US job market has slowed by enough or too much | By STAN CHOE, AP Business Writer
NEW YORK (AP) — U.S. stocks are slipping Friday as Wall Street questions whether the U.S. job market has slowed by just enough to get the Federal Reserve to cut interest rates to help the economy, or by so m... |
| 05.09.2025 | OpenAI to launch its first AI chip: report | OpenAI is set to produce its first artificial intelligence chip next year in partnership with US semiconductor giant Broadcom, the Financial Times reported on Thursday, citing people familiar with the matter.
OpenAI plans to put the chip to... |
| 05.09.2025 | Here are Friday’s biggest analyst calls: Nvidia, Tesla, Broadcom, Oracle, FedEx, Alphabet, Goldman Sachs, Lululemon and more | - |
| 05.09.2025 | Broadcom shares rally as $10 billion chip deal shows AI strategy paying off | Broadcom shares jumped 15 per cent on Friday after the chipmaker unveiled a blockbuster $10 billion AI chip order from a new customer, fueling optimism around its ability to benefit from the generative AI race.
The deal solidifies the compa... |
| 05.09.2025 | Between the Lines: OpenAI's Need to Diversify Chip Supply Nvidia has emerged as the biggest gainer from the AI boom in the last couple of years. | OpenAI is developing its first artificial intelligence chip in partnership with Broadcom, a US-based semiconductor company.
First reported by the Financial Times, OpenAI's first chip will be used for internal purposes rather than being leve... |
| 05.09.2025 | ByteDance chip design staff suddenly find out they report to Singapore unit, sources say | ByteDance chip design staff suddenly find out they report to Singapore unit, sources say
By Fanny Potkin and Liam MoSeptember 5, 20258:12 AM UTCUpdated ago
Text
Small Text
Medium Text
Large Text
Share
X
Facebook
Linkedin
Email
Link
The Byte... |
| 05.09.2025 | Broadcom’s soaring stock is getting cheaper. Here’s the math on how that’s possible | - |
| 05.09.2025 | Broadcom sees strong AI growth for fiscal 2026 on new customer addition | Broadcom expects artificial intelligence revenue growth for fiscal 2026 to "improve significantly", after securing more than $10 billion in AI infrastructure orders from a new customer, CEO Hock Tan said on Thursday.
Tan, who was ... |
| 05.09.2025 | We raised our Broadcom price target after a stock pop that was all about the conference call | - |
| 05.09.2025 | Broadcom stock jumps 9% on new $10 billion customer that analysts say is OpenAI | Broadcom said on its earnings call that it secured $10 billion in orders for its custom AI chips from a fourth customer.
While Broadcom didn’t name the customer, analysts speculate that it’s OpenAI, which was reported by the Financial Times... |
| 05.09.2025 | 5 Things to Know
Jobs report, Broadcom’s AI boon, Musk’s pay package and more in Morning Squawk | Nonfarm payrolls data is due at 8:30 a.m. ET.
Broadcom’s AI revenue surged in the third quarter.
Tech CEOs visited the White House — with one glaring absence.
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editio... |
| 05.09.2025 | Broadcom CEO Promises Big Improvement for AI Outlook in 2026 | - |
| 05.09.2025 | Stocks making the biggest moves midday: Broadcom, Quanex Building Products, Lululemon and more | - |
| 05.09.2025 | OpenAI to launch its first AI chip in 2026 with Broadcom, FT reports | OpenAI is set to produce its first artificial intelligence chip next year in partnership with U.S. semiconductor giant Broadcom, the Financial Times reported on Thursday, citing people familiar with the matter.
OpenAI plans to put the chip ... |
| 05.09.2025 | Stocks making the biggest moves premarket: Broadcom, Lululemon, Tesla and more | - |
| 04.09.2025 | Here are Thursday’s biggest analyst calls: Nvidia, Apple, Tesla, Microsoft, Broadcom, Salesforce, Amazon, AMD and more | - |
| 04.09.2025 | Broadcom’s stock pops on mystery $10 billion AI customer | Broadcom shares have almost doubled over the past year as the chipmaker has positioned itself at the center of the artificial intelligence boom.
Analysts project revenue growth will hold steady the rest of this year and accelerate a bit in ... |
| 04.09.2025 | Broadcom strengthens VMware Cloud Foundation with new AI security | - |
| 04.09.2025 | Stock futures are little changed ahead of August jobs report: Live updates | Stock futures were mixed Friday as investors prepare for a key nonfarm payrolls report.
Futures tied to the Dow Jones Industrial Average inched down 31 points, or 0.1%, while S&P 500 futures rose 0.2%. Nasdaq-100 futures gained 0.5%.
Th... |
| 02.09.2025 | Here are Tuesday’s biggest analyst calls: Nvidia, Apple, Broadcom, Ferrari, Walmart, McDonald’s, Corning and more | - |
| 02.09.2025 | 5 Things to Know
Tariff legal troubles, Kraft Heinz splits, another Spirit bankruptcy and more in Morning Squawk | A federal appeals court ruled that most of President Donald Trump’s tariffs are illegal.
September has historically been a rough month for stocks.
Spirit Airlines filed for Chapter 11 bankruptcy — again.
This is CNBC’s Morning Squawk newsle... |
