Intel
Shares of Intel Corp. (NASDAQ: INTC) experienced a historic rally on Wednesday, January 28, 2026, surging 11.04% to close at $48.78. This performance marks the stock’s best single-day gain since April 2025, a period widely considered the "execution floor" of the company's multi-year
Nvidia
As of January 23, 2026, the financial landscape continues to be defined by a single name: NVIDIA (NASDAQ: NVDA). Following a year of unprecedented growth in 2025, the semiconductor titan has cemented its position as the primary engine of the S&P 500 (INDEXSP: .INX). In 2025 alone, NVIDIA
Alibaba
In a move that signals a profound shift in the global semiconductor hierarchy, Alibaba Group Holding Limited (NYSE: BABA) has reportedly initiated plans to list its specialized chipmaking subsidiary, T-Head (also known as Pingtouge). As of January 22, 2026, the tech giant is moving to restructure the unit into a
TSMC
Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world’s largest contract chipmaker, has sent a powerful signal to global markets, shattering growth expectations with a bullish 2026 guidance fueled by what leadership describes as "voracious" and "insatiable" demand for Artificial Intelligence (AI) chips. In its January
Nvidia
In a landmark shift for global semiconductor trade, the Trump administration has officially granted Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) permission to export high-end H200 AI chips to China. The decision, finalized on January 16, 2026, marks the end of a long-standing blanket ban on top-tier silicon,
Nvidia
The move, finalized on January 16, 2026, replaces a long-standing "presumption of denial" with a controversial "managed access" framework. While the decision opens a massive revenue stream for the American chip giant, it comes tethered to stringent national security protocols and a significant 25% "Trump
Nvidia
WASHINGTON D.C. — In a landmark shift for global technology trade, the Trump administration has officially authorized the export of Nvidia Corporation (NASDAQ:NVDA)'s high-performance H200 AI chips to the Chinese market. The move, finalized between January 13 and 14, 2026, replaces the previous administration's "
Cerebras Systems
As of January 15, 2026, the artificial intelligence landscape is bracing for its most significant structural shift since the debut of ChatGPT. Cerebras Systems, the Silicon Valley unicorn known for its radical "wafer-scale" computing, has officially signaled its intent for a blockbuster Initial Public Offering (IPO) in the
Nvidia
In a move that signals a tectonic shift in global technology policy, the Trump administration has officially authorized the export of high-end artificial intelligence semiconductors, specifically the Nvidia Corporation (NASDAQ: NVDA) H200 chips, to the Chinese market. This reversal of the previous blanket ban comes with a complex web of
Nvidia
As the first full trading week of 2026 unfolds, the financial markets have been gripped by a "healthy pullback," with the S&P 500 and Nasdaq Composite retreating from record highs. However, Nvidia (NASDAQ:NVDA) continues to demonstrate remarkable structural resilience. On January 8, 2026, while the
Nvidia
As 2025 draws to a close, NVIDIA (NASDAQ:NVDA) is defying the traditional product lifecycle by securing a massive second wave of demand for its "legacy" Hopper architecture. While the market’s attention has been fixed on the high-performance Blackwell B200 series, reports of renewed supply chain talks
Nvidia
In a move that has sent shockwaves through Silicon Valley and Wall Street, Nvidia (NASDAQ: NVDA) has effectively neutralized its most formidable challenger in the AI inference space. By orchestrating a massive $20 billion "license and acqui-hire" deal with Groq, the startup famed for its ultra-fast Language Processing