News
Anthropic is loving Nvidia right now and accelerating: Melius' Ben Reitzes
2+ hour, 57+ min ago (22+ words) CNBC Anthropic is loving Nvidia right now and accelerating: Melius' Ben Reitzes...
Why Melius' Ben Reitzes may take Intel price target to $100
2+ hour, 41+ min ago (309+ words) CNBC Why Melius' Ben Reitzes may take Intel price target to $100 Notice of Right to Opt-Out of Sale/Sharing and Targeted Advertising If you reside in one of these states (or are an authorized agent) you can opt out of…...
Apple unveils its most affordable laptop ever. What the Mac Book Neo means for investors
2+ hour, 23+ min ago (24+ words) The company is casting a new line to reel users into its ecosystem, with fresh hardware as the lure and services as the hook....
Google expands partnership with Intel for AI chips
1+ day, 5+ hour ago (492+ words) Google has committed to using multiple generations of Intel central processing units in its artificial intelligence data centers, an expansion of an existing partnership. The internet giant has long relied on Intel processors, dating back to its earliest server rack…...
Drone industry is on pace for big Pentagon contracts. These stocks would benefit the most
2+ day, 1+ hour ago (15+ words) CNBC...
Nvidia snaps up capacity for a key part of AI chipmaking, and the U. S. buildout may not be enough to keep up
2+ day, 6+ hour ago (103+ words) There's a new bottleneck in AI chipmaking that almost all happens in Asia right now: advanced packaging. It connects smaller chips together into a larger chip like a GPU. As Nvidia books the majority of capacity, TSMC is building its…...
AI's next bottleneck: Why even the best chips made in the U. S. take a round trip to Taiwan
2+ day, 6+ hour ago (1331+ words) An underappreciated step in the chipmaking process is poised to become the next bottleneck for artificial intelligence. Every microchip used to power artificial intelligence must be put into hardware that can interact with the outside world. But right now, almost…...
Broadcom agrees to expanded chip deal with Google, Anthropic
3+ day, 2+ hour ago (13+ words) Google's Nvidia chip alternative'CNBC Broadcom agrees to expanded chip deal with Google, Anthropic...
Conflicting reports on the foldable i Phone show the value of our Apple mantra
3+ day ago (13+ words) CNBC...
ASML shares fall after proposed U. S. export curbs target an already fragile China market
3+ day, 8+ hour ago (616+ words) ASML shares fell on Tuesday after U. S. lawmakers last week proposed further measures that would restrict China from additional chipmaking tools and potentially impact the Dutch chip giant's already fragile sales to the country. Shares of ASML in the Netherlands were…...