Section
Semiconductor chips, hardware, and manufacturing
For three years Nvidia has been the company that sets the price of artificial intelligence. This week it became the company that pays one. Bloomberg reported…
Nvidia spent three years telling the market that AI compute was infrastructure. On Monday…
ARK Invest’s largest transaction on Monday was not a purchase. Cathie Wood’s firm sold…
On August 4, a report that the Federal Communications Commission was drafting an import…
Intel closed Friday at $101.65, up $11.45 on the week, a 12.7% run that…
Anthropic confirmed this week that it is standing up an in-house custom silicon team…
Nvidia added 3.8% on Wednesday to close near $208.34, and the catalyst was not…
The Philadelphia Semiconductor Index has given back more than 20% from its 52-week high…
The White House accused Moonshot AI of running banned Nvidia GB300s out of Thailand…
The semiconductor trade that defined the first half of 2026 is getting a violent…
President Lee Jae Myung just bet the country’s industrial future on a single thesis:…
China’s LineShine system just seized the top spot on the June 2026 TOP500 ranking,…
Qualcomm walks into its June 24 Investor Day with two massive acquisition bids on…
