• AMAT
• AMD
• KLAC
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• NVDA
• TSM

Exclusive-US ordered TSMC to halt shipments to China of chips used in AI applications, source says

The U.S. ordered TSMC to stop advanced chip shipments to China, citing AI application restrictions and concerns over Huawei's tech. TSMC's compliance is ongoing amid political scrutiny.

• AMD
• INTC

Intel's share in notebook, desktop, and servers is the lowest since 2006

Intel's microprocessor market share drops to 68.4%, its lowest since 2006, with AMD and ARM gaining ground across desktop, notebook, and server segments.

• AMD
• QCOM

Arm Holdings shares fall after forecast fails to impress investors

Arm Holdings' shares fell 6% after a disappointing revenue forecast, despite a strong year, amid high expectations for AI-related growth in the semiconductor industry.

• AMD
• INTC

Exclusive-Silver Lake, Bain prepare to bid for multi-billion stake in Intel's Altera unit, sources say

Buyout firms Silver Lake and Bain Capital may bid for a minority stake in Intel's Altera unit, which Intel aims to spin off, seeking a return close to its initial $17 billion investment.

• AMD
• AMZN
• AVGO
• GOOG
• GOOGL
• META
• MSFT
• NVDA

Hyperscalers' massive 2025 capex hike for AI means big wins for NVIDIA

Hyperscalers like Alphabet, Microsoft, Amazon, and Meta project significant Capex increases to support AI growth, with Nvidia poised to dominate the AI accelerator market.

• ADI
• AMD
• AVGO
• MU
• TXN

September chip sales above forecasts: Citi

September semiconductor sales reached $61.1 billion, driven by strong microcontroller sales, with year-over-year growth forecasted at 17% for 2024 amid fluctuating prices.

• AMD
• INTC
• NVDA

Intel rises on recovery hopes as it forecasts revenue above estimates

• 005930
• 1YMZ24
• AAPL
• AMD
• AMZN
• CL
• ESZ24
• GOOGL
• LCO
• META
• MSFT
• NQZ24
• NVDA
• QRVO
• SMCI

Microsoft, Meta report; Samsung's chip unit disappoints - what's moving markets

• AAPL
• AMD
• AMZN
• BNPQY
• GOOGL
• META
• MSFT
• NVDA
• SAN
• TSLA

Clouds gather over 'Mag 7' earnings

Kevin Buckland analyzes mega-tech earnings, European bank reports, and economic indicators impacting markets, alongside the upcoming U.S. election and Shohei Ohtani's sports victory.

• AMD
• AMZN
• CASH
• GOOGL
• MSFT
• NVDA

Meta, Microsoft lift AI spending, worrying Wall Street ahead of Amazon results