Shares of Samsung Electronics surged more than 10% Wednesday, pushing the chip giant’s market capitalization past the $1 trillion mark as investors continued to pile into artificial intelligence-linked stocks. Samsung became the second Asian company to cross the $1 trillion mark, after TSMC. The company first crossed that $1 trillion market capitalization threshold on Feb….
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event in Las Vegas, Nevada, US, on Monday, Jan. 5, 2026. Bridget Bennett | Bloomberg | Getty Images Advanced Micro Devices reported first-quarter earnings Tuesday that topped expectations, while the company’s revenue forecast also exceeded estimates as demand…
Super Micro Computer shares jumped 18% in extended trading on Tuesday after the server maker issued strong guidance, although revenue for its fiscal third quarter came in below estimates. Here’s how the company did in comparison with LSEG consensus: Earnings per share: 84 cents adjusted vs. 62 cents expected Revenue: $10.24 billion vs. $12.33 billion…
I am growing tired of the endless bubble talk about all of the data center spending. It’s obvious from this quarter that the bubble talk has been proven wrong; try getting someone to say that, though. So, who do I think I am to go there? Just an observer. One who believes that this was…
The S & P 500 kept its record run alive last week, boosted by a strong batch of earnings reports that showed the artificial intelligence spending boom isn’t slowing down. Even more earnings are on the way in the coming week. Plus, the jobs market will be under the microscope. The market’s blistering rally in…
U.S. Commerce Secretary Howard Lutnick testifies during Senate Appropriations Subcommittee on Commerce, Justice, Science, and Related Agencies hearing on fiscal year 2027 budget requests on Capitol Hill in Washington, DC, on April 22, 2026. Saul Loeb | AFP | Getty Images Sen. Chris Coons, D-Del., pressed Commerce Secretary Howard Lutnick about allowing Nvidia‘s H200 chips…
Quietly, shares of Google-parent Alphabet are on the verge of topping $5 trillion, and overtaking AI-leader Nvidia as the world’s most valuable company. And according to options prices, it may happen sooner rather than later. The breakout in shares of Alphabet after a 10% surge on Thursday brings the company’s 1-year gain to 140% and…
Department of Defense CTO Emil Michael on Friday said Anthropic is still a supply chain risk, but that Mythos, the company’s artificial intelligence model with advanced cyber capabilities, is a “separate national security moment.” “I think the Mythos issue that’s being dealt with government-wide, not just at Department War, is a separate national security moment where…
Apple CEO Tim Cook gestures as Apple holds an event at the Steve Jobs Theater on its campus in Cupertino, California, U.S. Sept. 9, 2025. Manuel Orbegozo | Reuters The global memory crisis played an outsized role in tech earnings season, which hit an apex this week. Apple CEO Tim Cook warned it’s just the…
AI signage at the Robert Bosch booth at the Beijing Auto Show in Beijing, China, on Saturday, April 25, 2026. Bloomberg | Bloomberg | Getty Images BEIJING — Electric carmakers in China are layering on more of the same artificial intelligence features as they try to survive a prolonged price war in the world’s largest…
