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

Exclusive-OpenAI builds first chip with Broadcom and TSMC, scales back foundry ambition

OpenAI collaborates with Broadcom and TSMC on custom AI chips, diversifying supply and addressing costs by incorporating AMD and Nvidia solutions amid rising demand for AI technology.

• AMD
• BA
• CL
• FSLR
• GOOGL
• HK50
• MCD
• PFE
• UK100
• US10YT=X
• US2YT=X
• US5YT=X
• USD/CNY

Morning Bid: Election-agitated Treasuries meet megacap earnings

U.S. markets show mixed signals amid election anxiety, rising Treasury yields, and fluctuating global economic indicators as companies prepare for corporate earnings reports.

• AMD
• AMZN
• INTC
• SNV

Intel set for big drop in quarterly revenue as chipmaker struggles to bounce back

Intel is set to report its largest revenue drop in five quarters, reflecting ongoing challenges in the data center and PC markets, as well as competition from AMD.

• AAPL
• AMD
• AMZN
• GOGL34
• HSBA
• INTC
• META
• MSFT
• NVDA
• SAN
• TSLA

Morning Bid: Risk spotlight swings to earnings avalanche

Markets focus on earnings this week, especially from tech giants. U.S. jobs data and upcoming elections add uncertainty, as European banks report their results.

• AMD
• GOOGL
• V

Google, Visa, AMD set to report earnings Tuesday

Companies are set to announce earnings, including Google, Visa, and AMD, with various EPS and revenue estimates outlined before and after market hours.

• AMD
• NVDA

Startup Untether launches AI chips

Untether has launched an AI chip for automotive and agricultural use, expecting the inference chip market to reach $102 billion by 2027, outperforming training chips.

• AMD
• NVDA

US lawmakers urge review of China threat from photonics technology

U.S. lawmakers call for a review of national security risks linked to China's advancements in silicon photonics technology, crucial for AI and potentially dual-use.

• AMD
• GOOGL
• INTC
• META
• MSFT
• ORCL

AMD gains as Northland says share gains likely to continue

AMD's share price rises on positive analyst outlook predicting revenue growth and market share gains in server CPUs and AI accelerators amidst competitive landscape with Intel and NVIDIA.

• AAPL
• AMD
• AMZN
• DELL
• GOOGL
• IBM
• INTC
• IXIC
• MRVL
• MSFT
• NOW
• NVDA
• ORCL
• QCOM
• SAPG

5 big analyst AI moves: Apple downgraded; Microsoft pullback an opportunity

• AMD
• NVDA
• TSM

TSMC suspended shipments to China firm after chip found on Huawei processor, sources say

TSMC suspends shipments to Sophgo after its chip was found in a Huawei AI processor, raising concerns over U.S. export regulations and potential violations.