BE Semiconductor Industries raised its long-term revenue target to €1.5-1.9 billion from over €1 billion and lifted gross margin guidance to 64-68%, citing surging demand for hybrid bonding from AI da…
A Seeking Alpha contributor upgraded Applied Materials to a "Buy" on June 18, 2026, citing record Q2 results and strong AI-driven wafer fab equipment demand. The company's strategic moves, including t…
JPMorgan raised its price target on Broadcom stock to $580, implying over 46% upside, citing the company's dominance in AI chips and accelerating AI revenue growth past 200% year-over-year. The bank r…
Tensordyne, a Sunnyvale startup, announced its Napier (TDN) AI inference processor on June 15, claiming its TDN72 rack system delivers 13 times higher throughput and 17 times more tokens per watt than…
Billionaire investor Dan Loeb's Third Point hedge fund sold oil and steel holdings in Q1 2026 and bought $40.8 million worth of Hut 8 Corp shares, betting on the former Bitcoin miner's pivot to AI dat…
Spring AI, an official Spring project, reached 1.0 GA in May 2025 and shipped 1.1 in November 2025 with 850+ improvements, including full Model Context Protocol integration. The framework integrates A…
HPE at Discover 2026 announced a self-driving network, new ProLiant Gen12 servers with NVIDIA, and Juniper networking integration. The company also unveiled the AMD Helios AI rack solution with liquid…
AI chip startup Tensordyne unveiled its Napier inference engine, which converts matrix multiplication to logarithmic addition to dramatically boost performance and efficiency. The company claims the a…
Six months after mapping the AI value chain, the compute supply chain and operational infrastructure layers show strong revenue growth and stability, but the intelligence layer faces uncertainty as en…
GlobalFoundries expects to be the first chipmaker to support the Optical Compute Interconnect Multi-Source Agreement (OCI MSA), an open standard enabling AI data center operators to connect GPUs from …
The US stock market added $1 trillion in market capitalization at the open on June 5, 2026, driven by optimism over a potential US-Iran peace deal. The S&P 500 surpassed $65 trillion in total market c…
Broadcom released the largest set of Spring security updates in the framework's history on June 8, 2026, prompted by a 1,700% jump in CVE reports driven by AI-assisted vulnerability scanning. The most…
Google Cloud announced an expansion of its co-engineered infrastructure with NVIDIA, including early access to the Vera Rubin platform in the second half of 2026, while also advancing its custom TPU r…
UCLA Samueli School of Engineering launched a $125 million semiconductor hub with Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys to accelerate AI-powered chip research and workforce …
Oracle reported fiscal fourth-quarter earnings that beat analyst expectations, with revenue of $19.2 billion and adjusted earnings per share of $2.11, while also announcing plans to raise $40 billion …
Broadcom reported $22.19 billion in revenue for its fiscal second quarter, a 47.9 percent increase year over year, driven by surging demand for its custom AI chip design and networking components. The…
Broadcom announced a major set of security updates for its Spring and Java ecosystems, including the largest release of Spring security patches in the product's history and an extension of clean-room …
Google has purchased compute capacity from SpaceX, while Broadcom's earnings outlook and Apple's political maneuvering around AI are shaping the tech landscape. The deals signal bullish momentum for N…
Over $1 trillion in value was wiped from the US stock market within two hours of trading, led by a 10.3% plunge in the PHLX Semiconductor Index. Chipmakers lost $1.3 trillion in market capitalization …
AI and chip stocks lost approximately $1.3 trillion on Friday, marking the semiconductor sector's worst day since 2020, after a stronger-than-expected jobs report fueled interest-rate fears and Broadc…