Analog Chips

Business

The AI Boom's Bill Comes Due: Nvidia's Strategic Pivot and Oracle's $50B Gamble

As the AI revolution matures from software promise to physical infrastructure, two industry giants reveal the staggering capital demands behind the hype. Nvidia tempers expectations on a landmark OpenAI investment, while Oracle unveils a massive fundraising plan, together sketching a future where financing may be as crucial as innovation.

Feb 2, 2026

Business

Bitcoin Tumbles to Post-Election Low as Metals Meltdown Triggers Crypto Liquidation

Bitcoin plunged to levels not seen since before the 2024 U.S. election, caught in a broad sell-off of speculative assets. A sharp downturn in gold and silver prices triggered a massive $2.5 billion liquidation event, compounding existing pressures from fading regulatory optimism and a shifting Fed outlook.

Feb 2, 2026

Business

Beyond the Headlines: How Broadcom Emerges as the Silent Engine of the AI Chip Revolution

While Intel's struggles capture public attention and government subsidies, a less-heralded semiconductor titan, Broadcom, is forging a formidable path in AI through its deep partnership with Alphabet and a business model built for the long haul.

Feb 2, 2026

Business

‘Free’ Cruise Comes With Hidden Cost: Tennessee Worker’s Debt Dilemma Highlights National Struggle

A Memphis man’s anxiety over a company-paid vacation while carrying $20,000 in debt spotlights the psychological tightrope millions of Americans walk between opportunity and financial discipline.

Feb 2, 2026

Business

ASML Bets Big on AI Boom: €12 Billion Buyback and Surging Orders Signal Confidence in Chipmaking Dominance

ASML Holding NV has launched a massive new share repurchase program and reaffirmed strong sales guidance, as record AI-related equipment orders fuel optimism about the Dutch tech giant's central role in the semiconductor industry's future.

Feb 2, 2026

Business

NVIDIA Scales Back $100 Billion OpenAI Ambition, Pivots to Broader AI Alliance Strategy

NVIDIA has significantly revised its once-floated $100 billion investment plan for OpenAI, opting for a more measured commitment. The strategic shift underscores the chipmaker's focus on business discipline and diversifying its partnerships across the booming AI ecosystem, even as it remains central to OpenAI's operations.

Feb 2, 2026

Business

Qualcomm's Stock Slump: A Buying Opportunity or a Sign of Slowing Momentum?

Qualcomm shares have retreated over 12% this year, prompting a fresh debate on whether the chipmaker's long-term AI and edge computing narrative justifies its current valuation.

Feb 2, 2026

US

Philadelphia DA's 'Hunt Down' Threat Against ICE Agents Sparks Bipartisan Outcry, Calls for DOJ Probe

Philadelphia District Attorney Larry Krasner faces mounting pressure and bipartisan condemnation after publicly threatening to 'hunt down' ICE agents, comparing them to Nazis. A Republican congressman has formally urged the Justice Department to open a criminal investigation into the remarks.

Feb 2, 2026

Business

From Main Street to Silicon Valley: The 50 Brands That Built America

As the United States approaches its 250th anniversary, USA TODAY examines the enduring legacy of the companies that shaped the nation's culture, economy, and global identity.

Feb 2, 2026

Business

From Gaming to Global Dominance: The Unlikely Rise of Nvidia

Nvidia's journey from a niche graphics card maker to the world's most valuable company is a masterclass in technological foresight and market adaptation. This is how a bet on parallel processing powered the AI revolution.

Feb 2, 2026

Business

Billionaire Investor Thomas Kaplan Sees Historic Metals Sell-Off as a Buying Opportunity, Predicts Gold in the 'Tens of Thousands'

Amid a sharp pullback in gold and silver prices, NovaGold Chairman Thomas Kaplan remains steadfastly bullish, telling Business Insider he views the volatility as a temporary setback on a path to record highs.

Feb 2, 2026

Business

Beyond the Wrist: Smart Patches Emerge as Next Frontier in Wearable Health Tech

As the wearables market surges, Biolinq CEO Richard Yang positions smart patches as the next evolution, capable of tracking deep biochemical data where watches track surface metrics, with his company's FDA-cleared glucose sensor leading the charge.

Feb 2, 2026

Business

TSMC: The Unseen Engine of Global Tech Powers Up U.S. Expansion

Taiwan Semiconductor Manufacturing Company (TSMC), commanding over 70% of the advanced chip foundry market, is accelerating its U.S. manufacturing footprint amid shifting trade policies and sustained explosive financial growth, solidifying its indispensable role.

Feb 2, 2026

Business

Nvidia's Massive Bet on CoreWeave: Analysts Weigh AI Cloud Giant's Prospects Ahead of Earnings

As CoreWeave prepares to report Q4 earnings, the market's focus sharpens on the AI infrastructure firm that has become Nvidia's largest disclosed investment. With a soaring stock and a bold expansion plan, analysts are revisiting the thesis amid both optimism and legal headwinds.

Feb 2, 2026

Business

Baidu's Self-Driving Bet Gains Traction, Fueling Investor Debate on Future Value

As Baidu pivots from its search engine roots, its heavy investments in autonomous vehicle technology are beginning to yield operational results, reshaping analyst views and sparking fresh valuation discussions amidst fierce AI competition.

Feb 2, 2026

Business

GenLogs Secures $60M to Power Next-Gen Supply Chain Intelligence, Drawing on Intelligence Community Tactics

FreightTech innovator GenLogs has closed a $60 million Series B round led by Battery Ventures. The startup, founded by a former CIA officer, leverages a vast sensor network and AI to bring unprecedented visibility and security to the fragmented trucking industry.

Feb 2, 2026

Business

Microsoft's $357 Billion Sell-Off: A Buying Opportunity or a Sign of Deeper Trouble?

Despite posting blockbuster profits, Microsoft shares plunged 10% after its latest earnings, erasing hundreds of billions in market value. We examine whether Wall Street's reaction to cloud growth and AI spending fears is an overreaction or a prudent pause.

Feb 2, 2026

Business

William Blair Touts Rambus as a Leading Force in the Booming DRAM Market

Investment firm William Blair has initiated coverage on Rambus Inc. with an 'Outperform' rating, highlighting the chip designer's dominant market share in interface circuits and its strategic positioning to capitalize on surging demand from AI data centers and server DRAM upgrades.

Feb 2, 2026

Business

Alibaba Bets Big on AI: New Chip, Upgraded Qwen Model, and Aggressive Lunar New Year Push

Alibaba Group is making a major strategic push into artificial intelligence, launching a proprietary AI chip to challenge Nvidia, upgrading its Qwen models, and planning a massive marketing campaign for its AI app during the Lunar New Year holiday.

Feb 2, 2026

Business

Analysts Bullish on Monolithic Power Systems, Citing Automotive and AI Demand Surge

Oppenheimer and Wells Fargo have raised price targets for Monolithic Power Systems (MPWR), highlighting robust demand from the automotive and artificial intelligence sectors as key growth drivers ahead of the company's quarterly results.

Feb 2, 2026