Custom Silicon

Business

SunPower Installs First REC Monolith Panels in Silicon Valley, Signaling Strong Demand for Premium Solar Tech

SunPower has completed its inaugural installation of high-efficiency Monolith solar panels from REC Silicon in California's Santa Cruz, with local installer Cobalt Power Systems reporting immediate sell-out of initial inventory. The move comes amid surging demand from tech-savvy homeowners and follows SunPower's recent quarterly revenue growth.

Jan 30, 2026

Business

Beyond Nvidia: Why Broadcom's Custom AI Chip Strategy Is Gaining Serious Investor Attention

As the AI arms race intensifies, Broadcom (AVGO) is emerging as a formidable challenger to Nvidia's dominance, fueled by a surging custom chip business and a compelling growth narrative that's catching Wall Street's eye.

Feb 2, 2026

Business

Verizon Bets on AI and Leaner Operations to Curb Customer Exodus

Facing stiff competition, Verizon is deploying AI at scale and restructuring its operations—funded partly by recent layoffs—to simplify customer interactions and rebuild loyalty in a saturated market.

Jan 30, 2026

Business

Beyond Nvidia: How Broadcom and TSMC Are Carving Out the Next Frontier in AI Chips

As tech giants scramble to curb soaring AI costs, a strategic pivot toward custom silicon is reshaping the competitive landscape, with Broadcom's design prowess and TSMC's manufacturing dominance creating a powerful new axis of influence.

Feb 2, 2026

Business

Broadcom's AI Ambitions Soar with OpenAI Deal, But VMware Transition and Valuation Concerns Loom

Broadcom secures a pivotal, multi-year agreement to supply custom AI chips to OpenAI, cementing its role as a key silicon partner for tech giants. However, the semiconductor leader must simultaneously navigate customer churn from its VMware unit and heightened regulatory scrutiny, presenting a complex risk-reward profile for investors.

Feb 2, 2026

Business

Broadcom Cements AI Infrastructure Role with Major OpenAI Chip Deal

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.

Jan 30, 2026

Business

Arm's AI Ambitions: Susquehanna Forecasts $1B+ Annual Royalty Stream from Custom AI Chip

Analysts at Susquehanna upgrade Arm Holdings to Positive, citing transformative deals with OpenAI and Meta. The firm projects a new AI XPU could generate over $1 billion in annual royalties, signaling a major shift beyond Arm's mobile roots.

Jan 30, 2026

Business

RBC Capital Bullish on Marvell's AI and Data Center Prospects, Sets $105 Price Target

RBC Capital initiates coverage on Marvell Technology with an 'Outperform' rating, highlighting the chipmaker's strategic positioning in data center and custom AI silicon as key growth drivers.

Jan 30, 2026

Business

Quantum Leap South: D-Wave Relocates HQ from Silicon Valley to Florida, Fueling Tech Exodus Debate

D-Wave Quantum Inc. announces the relocation of its headquarters and core R&D from Palo Alto, California, to Boca Raton, Florida, citing the state's business climate and partnership opportunities, in a move emblematic of a wider coastal tech migration.

Feb 2, 2026

Business

Super Bowl LX Sparks Frenzy: Silicon Valley Mansions Command Up to $500K for Week-Long Stays

With luxury hotels fully booked, affluent Super Bowl attendees are turning to off-market mega-mansions in the Bay Area, driving last-minute rental prices to unprecedented heights of up to half a million dollars for a single week.

Feb 2, 2026

Business

Silicon Valley's AI Giants Pour $51 Million Into Midterm War Chest, Seeking Regulatory Shield

Venture capital titans Marc Andreessen and Ben Horowitz lead a massive $50.8 million fundraising effort for a new super PAC, 'Leading the Future,' aiming to shape AI-friendly policies in the 2026 elections.

Jan 30, 2026

Business

HubSpot's Enterprise Momentum: Large Customers Fuel Growth and Analyst Optimism

HubSpot (NYSE: HUBS) is drawing sustained bullish sentiment from Wall Street, with analysts highlighting its deepening penetration into the large enterprise segment as a key growth driver. Recent price target adjustments and partner commentary underscore confidence in the CRM platform's trajectory.

Jan 30, 2026

Business

Lido Launches Customizable stVaults, Drawing Linea and Nansen as First Major Adopters

Ethereum's dominant liquid staking protocol, Lido, has launched its modular stVaults on mainnet, enabling protocols and institutions to create tailored staking solutions. Consensys's Linea and analytics firm Nansen were among the first to deploy, signaling a shift towards more flexible staking infrastructure.

Jan 30, 2026

Business

7 Brew Launches Monthly Featured Drinks Program to Deepen Customer Loyalty

The drive-thru coffee chain 7 Brew debuts a monthly rotating menu of featured beverages, starting with five options for February including a new Chocolate Dipped Strawberry Cold Brew, as it leverages its strong rewards membership to boost visit frequency.

Jan 30, 2026

Business

AT&T Doubles Down on Bundling as Customer Defections Mount in Competitive Telecom Market

Facing rising postpaid churn and prepaid losses, AT&T is aggressively pushing bundled phone and internet packages as its core retention strategy, betting that convergence can stem the tide of subscribers fleeing to rivals and cable companies.

Jan 30, 2026

Business

Applied Optoelectronics Bets Big on AI Infrastructure with Major 800G Wins and Texas Expansion

Applied Optoelectronics (AAOI) is positioning itself at the forefront of the AI infrastructure build-out, securing a significant 800G transceiver order from a hyperscale customer and expanding its Texas manufacturing footprint. While these moves signal strong revenue momentum, they also amplify existing concerns over customer concentration and profitability.

Jan 30, 2026

Business

Beyond Nvidia: How Broadcom is Quietly Powering the AI Infrastructure Boom

As hyperscalers seek alternatives to expensive GPUs, Broadcom's custom chip design expertise positions it to capture a massive share of the projected $1.4 trillion data center capex market by 2030.

Jan 30, 2026

Business

Tower Semiconductor Bets Big on AI and Photonics with $650M Expansion Amid Soaring Valuation Questions

Tower Semiconductor (TSEM) has captured market attention with record revenue guidance and a major $650 million capacity expansion targeting silicon photonics and SiGe technologies. While shares have surged over 58% in 90 days, analysts are now debating whether the stock's premium valuation fully prices in future growth in AI, 5G, and data center markets.

Jan 30, 2026

Business

UiPath: A Beaten-Down Leader in the Next Wave of AI Poised for a Turnaround

Despite a steep share price decline, UiPath is carving out a dominant position in the burgeoning 'agentic AI' market, which promises to automate complex workflows. Strong customer loyalty and improving profitability suggest the automation software provider may be undervalued ahead of a projected industry explosion.

Feb 2, 2026

US

Portland Streets Gridlocked as Hundreds March Against ICE, Clash with Federal Agents

A major protest against U.S. Immigration and Customs Enforcement (ICE) brought parts of downtown Portland to a standstill Sunday, culminating in a tense confrontation with federal officers outside a detention facility.

Feb 2, 2026