Semiconductors
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techEU Unveils Tech Sovereignty Plan to Challenge US and China Dominance
The European Commission launches a sweeping package to boost domestic cloud, AI, and chip sectors, aiming to reduce dependency on American and Chinese tech giants.
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financeS&P 500 Momentum Index Surges 31.7% in Record Two-Month Rally
The S&P 500 Momentum Index records its largest two-month gain since 1994, driven by AI and semiconductors.
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financeTaiwan Surpasses India in Market Value as AI Chip Boom Drives Rally
Taiwan's stock market capitalization hits $4.95 trillion, overtaking India and becoming the world's fifth-largest equity market.
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techNvidia's Blackwell A.I. Platform Posts Record $11B Revenue in Q4
Nvidia's fastest-ever product ramp generates $11 billion in Q4, driven by surging A.I. inference demand.
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techNvidia CEO Ignites Asia Tech Rally with Physical AI Vision
Jensen Huang's post-earnings commentary on robotics and physical AI sparks a broad rally across Asian semiconductor and automation stocks.
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financeGoldman Sachs Exec Warns of Volatility in AI and Semiconductor Sectors Due to High Leverage
Goldman Sachs managing director Shawn Tuteja cautions that high leverage in AI and semiconductor markets could cause rapid shifts from 3% to 10% in either direction.
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techPhilippines Joins Pax Silica to Build 4,000-Acre AI Hub
The Philippines becomes the 13th member of Pax Silica, a US-led coalition, to develop an AI-native industrial zone in New Clark City.
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techApplied Materials Forecasts Strong Revenue on AI Spending Surge
Applied Materials beats Q2 estimates and forecasts Q3 revenue above Street views, driven by sustained investments in AI infrastructure.