AMD
Santa Clara, CA – September 24, 2025 – Advanced Micro Devices (NASDAQ: AMD) found itself in choppy waters following its second-quarter 2025 earnings announcement on August 5, 2025. Despite reporting record revenue, the semiconductor giant saw its shares plummet by over 6% in the immediate aftermath, as investors reacted negatively to the
AI
Modular AI, an innovative startup spearheaded by veterans from Apple and Google, has recently made waves in the financial markets and the broader AI industry with the announcement of a substantial $250 million funding round. This significant capital injection, which occurred on Wednesday, September 24, 2025, is explicitly earmarked for
AI
San Francisco, CA – September 24, 2025 – In a significant development poised to reshape the competitive landscape of artificial intelligence, AI startup Modular has successfully closed a colossal $250 million funding round. This latest capital injection brings Modular's total funding to an impressive $380 million and catapults its valuation
AI Chips
The artificial intelligence (AI) chip market, projected to surge to over $90 billion in 2025, is currently the epicenter of a high-stakes power play between established titan NVIDIA (NASDAQ: NVDA) and rapidly ascending challenger Broadcom (NASDAQ: AVGO). This intensifying competition is reshaping the landscape of AI infrastructure, driving innovation, and
Broadcom
Broadcom (NASDAQ: AVGO) is rapidly solidifying its position as a powerhouse in the artificial intelligence (AI) chip market, announcing a breathtaking 63% year-over-year surge in AI revenue for Q3 2025, reaching an impressive $5.2 billion. This remarkable growth was further underscored by the revelation of a fourth major custom
Broadcom
Morningstar, the respected financial research firm, has significantly upgraded its fair value estimate for Broadcom (NASDAQ: AVGO) from $225 to $325 per share. This substantial revision signals a robust belief in the semiconductor giant's accelerating trajectory within the burgeoning artificial intelligence (AI) chip market. The decision, primarily driven
Broadcom
Broadcom (NASDAQ: AVGO) is poised for a significant acceleration in its Artificial Intelligence (AI) chip business, driven by an anticipated $10 billion in incremental orders expected in the second half of fiscal year 2026. This substantial new business, widely speculated to be from a major new hyperscale customer like OpenAI,
AMD
Santa Clara, CA - Advanced Micro Devices (NASDAQ: AMD) is navigating a complex geopolitical landscape, marked by impressive growth in its Data Center segment on one hand, and the intricate web of U.S. export controls on advanced AI chips to China on the other. The company reported a significant
Nvidia
NVIDIA (NASDAQ: NVDA), the undisputed leader in high-performance graphics processing units (GPUs) and artificial intelligence (AI) accelerators, finds itself increasingly entangled in the escalating geopolitical rivalry between the United States and China. Recent directives from Beijing reportedly halting purchases of NVIDIA's cutting-edge AI chips by major Chinese tech
Nvidia
NVIDIA (NASDAQ: NVDA) stands at the epicenter of a technological revolution, propelled by an insatiable global demand for its cutting-edge AI chips. The company's market dominance, already formidable, is set to be dramatically reinforced by the recent unveiling of its Blackwell platform. This new generation of AI accelerators
Nvidia
NVIDIA (NASDAQ: NVDA), the global leader in artificial intelligence (AI) chip manufacturing, finds itself at a critical juncture in China, grappling with intensified U.S. export restrictions and a retaliatory antitrust probe from Beijing. These geopolitical headwinds are significantly impacting the company's sales forecasts and casting a shadow
AMD
Advanced Micro Devices (NASDAQ: AMD) is navigating a turbulent geopolitical landscape, facing significant challenges due to stringent U.S. export controls on its data center GPUs destined for the lucrative Chinese market. The latest restrictions, which specifically target AMD's MI308 accelerators, have forced the company to re-evaluate its