Broadcom secures a landmark agreement to supply OpenAI with custom AI accelerators, marking a strategic pivot to become a core silicon partner for hyperscalers and deepening its integration into the global AI build-out.
U.S. equity markets slipped Thursday as Treasury yields climbed following President Trump's announcement that he will nominate former Fed Governor Kevin Warsh as the next central bank chair. The move, seen as potentially less dovish, overshadowed positive economic data and corporate earnings.
Morgan Stanley reaffirms its Overweight rating on Nvidia with a $250 price target, citing the company's systemic advantage through its Vera Rubin platform and robust hyperscaler spending, despite acknowledging competitive and demand risks.
The launch of ChatGPT in late 2022 didn't just spark an AI revolution—it ignited a historic run for Nvidia stock. We examine how a modest, timely investment transformed into a five-figure sum, and what it reveals about investing in paradigm shifts.
A human rights group has cautioned New York state and city officials that investing public funds in Israeli government bonds may violate international law and fiduciary duties, exposing them to significant legal and financial risks.
Taiwan Semiconductor Manufacturing Company's planned Arizona gigafab cluster, backed by a US$250 billion U.S.-Taiwan initiative, underscores its pivotal role in powering the AI revolution while raising questions about capital intensity and long-term returns in the reshoring era.
In a bold bid to reclaim semiconductor leadership, Intel is aggressively deploying ASML's next-generation lithography systems years ahead of rival TSMC. The 2026 timeline is critical for the chipmaker's turnaround plan.
Nvidia strengthens its pivotal role in global AI infrastructure through a multi-pronged strategy: securing H200 chip approvals for China, engaging in advanced funding talks with OpenAI, and expanding partnerships with CoreWeave and international research bodies.
With hyperscalers projected to pour $500 billion into AI infrastructure by 2026, investors are looking beyond headline chipmakers to the essential, yet often overlooked, backbone providers of the AI revolution.
In its Q4 2025 earnings call, SL Green Realty projected strong fundamentals for Manhattan's office market, citing robust leasing and AI-driven demand. Management reiterated ambitious 2026 financing and asset sale targets while reporting quarterly results that beat expectations.
Taiwan Semiconductor Manufacturing Company (TSMC) reaches unprecedented market valuation following robust quarterly earnings, driven by insatiable demand for advanced AI chips. Analysts weigh whether the rally still has room to run.
