• 000660
• 005930
• NVDA
• TSM

Samsung to focus on high-end chips to improve earnings after disappointing results

• AMD
• AMZN
• AVGO
• GOOGL
• META
• MSFT
• NVDA
• TSM

Exclusive-OpenAI builds first chip with Broadcom and TSMC, scales back foundry ambition

OpenAI collaborates with Broadcom and TSMC on custom AI chips, diversifying supply and addressing costs by incorporating AMD and Nvidia solutions amid rising demand for AI technology.

• NVDA
• SFTBY

NVIDIA is 'undervalued' amid artificial super intelligence race: Softbank's Son

Softbank CEO Masayoshi Son emphasizes the need for significant investment in artificial super intelligence, forecasting a 2035 arrival and perceiving NVIDIA's stock as undervalued despite its significant growth.

• DHI
• ESZ24
• F
• GOGL34
• MCD
• MSFT
• NQZ24
• NVDA
• PFE
• TSLA
• US10YT=X
• VFC
• VIX

Wall Street muted ahead of Alphabet earnings

Wall Street remained stable as investors analyzed corporate earnings and awaited Alphabet's report, amidst rising bond yields and mixed earnings from tech companies.

• AAPL
• AMZN
• GOOGL
• META
• MSFT
• NVDA
• TSLA
• US500

Column-S&P 500 counts on final 'Mag 7' push for best year this century: McGeever

The S&P 500 is on track for its biggest annual gain this century, influenced by upcoming earnings reports and significant market events in the following weeks.

• AAPL
• AMD
• AMZN
• GOGL34
• HSBA
• INTC
• META
• MSFT
• NVDA
• SAN
• TSLA

Morning Bid: Risk spotlight swings to earnings avalanche

Markets focus on earnings this week, especially from tech giants. U.S. jobs data and upcoming elections add uncertainty, as European banks report their results.

• NVDA
• TSM

Senior US diplomat arrives in Taiwan as officials downplay Trump comments

A senior U.S. diplomat visits Taiwan amidst Trump's criticism of the island's defense needs and chip industry, reaffirming U.S.-Taiwan relations amid rising tensions with China.

• AAPL
• AMZN
• BA
• GOOGL
• META
• MSFT
• NVDA
• TSLA
• US500

These analysts say October's jobs report may see some "distortion." Here's why

Investors brace for key economic data and earnings from major tech stocks, amid rising S&P 500 valuations and uncertainties from the upcoming presidential election.

• AMD
• NVDA

Startup Untether launches AI chips

Untether has launched an AI chip for automotive and agricultural use, expecting the inference chip market to reach $102 billion by 2027, outperforming training chips.

• AMD
• NVDA

US lawmakers urge review of China threat from photonics technology

U.S. lawmakers call for a review of national security risks linked to China's advancements in silicon photonics technology, crucial for AI and potentially dual-use.