Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

BIZARRE: 6 - What They Never Told You

Nvidia's Next-Gen Feynman AI Platform Is Ramping Up, Forcing TSMC to Race Ahead: Report

Nvidia Corp (NASDAQ:NVDA) is reportedly accelerating development of its next-generation Feynman AI platform, pushing Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) to fast-track advanced chipmaking and packaging capacity ahead of its expected 2028 launch.

Benzinga

Independence Day 2026: The 79-year journey of a nation from charkha to chips

Independence Day: Story of India's technological rise now focuses on indigenous manufacturing and ambitious future goals. Digital public infrastructure and affordable smartphones fueled this significant technological evolution. Production linked incentive schemes drive electronics and semiconductor manufacturing growth. India aims to build, own, and export future technologies.

The Economic Times

Asian Market Circuit Breakers Hit Stocks, Not AI Demand

Asian market halts and currency-driven sell-offs can drag down NVIDIA, Micron, Advantest, Arm, and IBM despite steady AI and semiconductor demand, creating potential valuation opportunities.

MarketBeat

From analysis to the latest developments in health,
read the most diverse news in one place.

Chip Stocks Power S&P 500 to Record Highs, SanDisk Soars 15%: Stock Market Today

The S&P 500 cleared 7,800 points for the first time ever on Thursday after a second consecutive soft inflation print all but shut the door on a September rate hike, with semiconductors doing the heavy lifting.

Benzinga

This Obscure ETF Soared 1,750% on Hormuz Crisis: What Happens Next?

Forget artificial intelligence, semiconductors and leveraged tech bets. One of the most extraordinary ETF rallies of 2026 is coming from a corner of the market most investors rarely think about: crude oil tanker freight.

Benzinga

AI hardware finds new ground in Kochi through SFO Technologies and Smart IOPs

In a groundbreaking partnership, SFO Technologies and Smart IOPS are set to revolutionize AI data storage solutions through specialized hardware manufacturing. By embedding state-of-the-art controller technology into high-performance SSDs, this collaboration exemplifies India's growing tech prowess. The initiative not only enhances the semiconductor industry domestically but also fortifies India's role…

The Economic Times

Chandrasekaran's successor at Tatas will have to start off with a three-way, Rs 29,000-cr tightrope walk

The new chairman of Tata Sons faces a myriad of financial hurdles and strategic choices. Air India’s transformation hinges on hefty investments and a defined route to profitability. Meanwhile, the semiconductor initiative from Tata Electronics calls for both time and sustained financial support. The third big issue involves Tata Digital’s…

The Economic Times

Read news from The Economist, FT, and more,
with one subscription

Global Market: Japanese stocks rise as chip rally lifts Topix to record high

Japanese equities gained on Thursday, with the Topix hitting a record high and extending its seven-session winning streak. The Nikkei rose 1.6%, led by semiconductor stocks tracking US peers. Strong corporate earnings outlooks also supported sentiment, while financial stocks advanced. Investors remained encouraged by improved profit forecasts across Topix companies.

The Economic Times

Stock Market Today: Nasdaq 100 Rises on Strong AI Earnings, Benign Inflation

A wall of blowout artificial intelligence infrastructure earnings pushed semiconductor and optical networking stocks sharply higher on Wednesday, dragging the Nasdaq 100 higher.

Benzinga

TSMC's 44.7% Sales Surge Signals the AI Boom Is Still Alive

Taiwan Semiconductor's monthly sales jumped 44.7%, signaling robust AI chip demand even as it raises 2025 capital spending guidance to $60 billion to $64 billion amid investor caution.

MarketBeat

Elon Musk's $16.8 Billion Chip Factory Could Become the World's Largest Building

Elon Musk's SpaceX and Tesla are initially investing $16.8 billion in Terafab, a planned 100-million-square-foot Texas chip factory that could become the world's largest building and supply advanced chips for AI, robots, autonomous vehicles and space-based computing.

International Business Times

From coffee to cars: Inside the Tata empire as its chairman steps down

N Chandrasekaran will leave Tata Sons as chairman after failing to secure board approval for his reappointment, amid tensions with Tata Trusts, which owns about 66% of the holding company. His exit comes as Tata Group navigates major businesses including Air India, Tata Motors, TCS, Tata Steel, Tata Power, retail,…

The Economic Times

Post Chandrasekaran, the head that wears the Tata crown won't rest easy

As N. Chandrasekaran prepares to step down, Tata Sons faces a pivotal succession dilemma. The new chairman will take the reins of iconic brands including Air India and JLR, each laden with intricate challenges. TCS is set to embrace the advancing AI landscape while Tata Digital strives for profitable growth.

The Economic Times

TSMC approves $29.44 billion capital budget for capacity expansion amid AI demand

Taiwan Semiconductor Manufacturing Co. (TSMC) approved a capital budget of about USD 29.44 billion for expansion amid the ongoing artificial intelligence boom, according to a news report by Focus Taiwan.

The Economic Times

Get all your
news in one place.

100's of premium titles.
One news app.

The Economic Times

Norway wealth fund holds $1.2 bln stake in SpaceX

It held a 1.28% stake worth $62 billion in Nvidia, a 1.24% stake worth $52 billion in Apple, a 1.17% stake worth $50 billion in Alphabet, a 1.27% stake worth $35 billion in ⁠Microsoft and a ‌1.7% stake worth $34 billion in Taiwan Semiconductor Manufacturing, fund data showed.

Benzinga

Nvidia's Chip Boom Is Spreading: JPMorgan Says These 6 Stocks Could Ride It

NVIDIA Corp. (NASDAQ:NVDA) may still be the face of the artificial intelligence chip boom, but JPMorgan says the next phase of the semiconductor rally could spread much further across the industry.

Barchart

AI Spending Remains a Concern for Other Chip Stocks, But Taiwan Semiconductor Has No Worries

TSMC’s July sales jumped nearly 45% as AI chip demand remained exceptionally strong, reinforcing management’s bullish 2026 growth outlook.

Barchart

Is Wall Street Bullish or Bearish on NXP Semiconductors Stock?

Despite NXP Semiconductors’ underperformance relative to the SPX over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.

Get all your
news in one place.

100's of premium titles.
One news app.

TechRadar

Data movement is the new performance battleground in semiconductor design

Performance bottlenecks are moving from processors to what connects them.

Fortune

AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom

For those seeking a pick-and-shovel approach to the AI wave, here’s a guide to utilities, grid hardware, cooling firms, and refinery stocks.

TechRadar

SpaceX is spending $16.8 billion on a Texas chip fab Musk says will be '50 times the size of the Pentagon'

SpaceX and Tesla reveals more on $16.8 billion Texas chip factory that will exceed 100 million square feet when construction is complete.

International Business Times

World's Biggest Chipmaker TSMC Sees Sales Jump 45%. AI Demand Keeps Booming

TSMC's latest sales numbers offer another sign that demand for advanced AI chips remains strong despite growing questions over the enormous cost of the AI spending boom.

International Business Times

Intel Plans $15 Billion Stock Sale As AI Demand Puts Its Factories Into Overdrive. Stocks Fall.

Semiconductor giant Intel announced Monday that it plans to raise $15 billion through an underwritten public offering of common stock.

Benzinga

Nvidia Built the AI Brain, Now TSMC Wants to Give It Eyes

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is betting that the next wave of artificial intelligence won’t just require more computing power — it will require machines that can see and understand the physical world.

The Economic Times

Intel shares drop 5% after announcing $15 billion offering to support AI growth

Intel shares fell over 5% after the semiconductor giant announced a $15 billion common stock offering to fund capital needs and support AI-driven growth opportunities. The offering aims to strengthen its balance sheet while expanding capacity for rising AI compute demand.

1 … 5 6 7 8

People

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Places

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.