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#ai
Tech industry
from24/7 Wall St.
19 hours ago

Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock

The custom ASIC market for AI data centers is projected to reach $118 billion by 2033, with Marvell Technology emerging as a key player.
fromFortune
2 hours ago
Tech industry

The dirty secret behind Big Tech's AI arms race: Massive hardware investments that are obsolete in 3 years | Fortune

Hyperscalers are rapidly replacing hardware, leading to losses despite increased AI capital expenditures, which may harm long-term profitability.
from24/7 Wall St.
1 week ago
Tech industry

Marvell vs. Broadcom: One Custom Chip Stock Wins. The Other's a Trap

Marvell and Broadcom are key players in the AI semiconductor market, with distinct growth trajectories and financial profiles.
Tech industry
from24/7 Wall St.
12 hours ago

"Every Chip Is Getting Used Instantly" - Here's Why Google's AI Dominance May Be Unstoppable

Google's dominance in AI chip ownership positions it as the future leader in technology.
Tech industry
from24/7 Wall St.
19 hours ago

Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock

The custom ASIC market for AI data centers is projected to reach $118 billion by 2033, with Marvell Technology emerging as a key player.
Tech industry
fromFortune
2 hours ago

The dirty secret behind Big Tech's AI arms race: Massive hardware investments that are obsolete in 3 years | Fortune

Hyperscalers are rapidly replacing hardware, leading to losses despite increased AI capital expenditures, which may harm long-term profitability.
Tech industry
from24/7 Wall St.
1 week ago

Marvell vs. Broadcom: One Custom Chip Stock Wins. The Other's a Trap

Marvell and Broadcom are key players in the AI semiconductor market, with distinct growth trajectories and financial profiles.
#samsung
Mobile UX
fromThe Verge
22 hours ago

Samsung is hiking the prices of its Galaxy phones and tablets

Samsung is increasing prices for various Galaxy phones and tablets due to a global memory shortage.
Mobile UX
fromGSMArena.com
15 hours ago

Samsung raises US prices for Galaxy Z Flip7, S25 Edge and a bunch of Galaxy Tabs

Samsung has increased prices for various smartphones and tablets in the US, likely due to rising RAM and flash memory costs.
Mobile UX
fromThe Verge
22 hours ago

Samsung is hiking the prices of its Galaxy phones and tablets

Samsung is increasing prices for various Galaxy phones and tablets due to a global memory shortage.
Mobile UX
fromGSMArena.com
15 hours ago

Samsung raises US prices for Galaxy Z Flip7, S25 Edge and a bunch of Galaxy Tabs

Samsung has increased prices for various smartphones and tablets in the US, likely due to rising RAM and flash memory costs.
#intel
Business
from24/7 Wall St.
21 hours ago

Susquehanna Raises Intel's Price Target to $65: Is the Struggling Chipmaker Finally Turning the Corner?

Intel's stock has surged, prompting Susquehanna to raise its price target to $65, indicating confidence in the company's near-term performance.
Business
from24/7 Wall St.
18 hours ago

Intel Pulls Back 5% After Historic Winning Streak: Bubble Warning or the Best Dip to Buy in 2026?

Intel stock fell 5% after a nine-session winning streak, raising questions about future performance amid high valuations and mixed fundamentals.
Tech industry
from24/7 Wall St.
1 day ago

Intel's Tesla Chip Deal Is a Genuine Game Changer

Intel's stock has surged over 65% year-to-date, driven by strong fundamentals and strategic partnerships in the AI sector.
Tech industry
from24/7 Wall St.
1 day ago

Intel Climbs 5%: Landmark Google Partnership and Geopolitical Tailwinds Fuel the Rally

Intel shares are up 5% due to a partnership with Google and strong year-to-date performance.
Business
from24/7 Wall St.
5 days ago

Intel Stock Is Up 225% in a Year but Wall Street Still Isn't Buying It

Intel's stock has surged 225.2% in a year, but current valuation and financials raise concerns about sustainability.
Business
from24/7 Wall St.
6 days ago

Intel Jumps 8%: The TeraFab Excitement Is Real, but Is the Valuation Stretched?

Intel stock surges 8% due to TeraFab partnership, raising questions about valuation versus fundamentals.
Apple
fromGSMArena.com
22 hours ago

iPhone Fold to make Apple a top-three foldable player in 2026

Apple's iPhone Fold is set to capture 19.3% of the foldable smartphone market by 2026, positioning it as a leading competitor.
Marketing tech
fromThe Motley Fool
1 hour ago

Should Investors Buy AppLovin Stock After It Dropped by More Than 40% | The Motley Fool

AppLovin's stock drop presents a buying opportunity due to strong growth and high profit margins.
Cars
fromAxios
2 hours ago

Mobility's new Big Three: Tesla, Waymo and Uber

Autonomous driving technology is operational, with companies like Waymo, Tesla, and Uber leading the way in scaling networks.
fromTheregister
4 hours ago

The only technology that died more times than VR is AI

Neal Stephenson argues that the metaverse is dead, particularly in light of the failure of Meta's Horizon Worlds, which raises significant concerns about the future of virtual reality.
Wearables
Venture
from24/7 Wall St.
2 days ago

Even Nvidia Has Been Losing to This Unknown Chip Stock With 300% Upside

ACMR stock has outperformed NVDA and has significant upside potential due to its unique market position and valuation disconnect.
#quantum-computing
Data science
fromTheregister
16 hours ago

Nvidia slaps forehead: AI, that's what quantum needs!

Nvidia's AI models aim to reduce quantum processor error rates significantly, enhancing the reliability of quantum computing applications.
Business
from24/7 Wall St.
19 hours ago

IonQ Soars 18%, D-Wave Climbs 15%, Rigetti Gains 12%: Is the Quantum Super-Cycle Back in Full Force?

Quantum computing stocks are experiencing significant gains, led by IonQ's partnership with the University of Cambridge and strong revenue growth.
Data science
fromTheregister
16 hours ago

Nvidia slaps forehead: AI, that's what quantum needs!

Nvidia's AI models aim to reduce quantum processor error rates significantly, enhancing the reliability of quantum computing applications.
Business
from24/7 Wall St.
19 hours ago

IonQ Soars 18%, D-Wave Climbs 15%, Rigetti Gains 12%: Is the Quantum Super-Cycle Back in Full Force?

Quantum computing stocks are experiencing significant gains, led by IonQ's partnership with the University of Cambridge and strong revenue growth.
Toronto startup
from24/7 Wall St.
21 hours ago

Tesla Upgraded by UBS: Is the Physical AI Giant Finally Too Cheap to Ignore?

UBS upgraded Tesla to Neutral from Sell, indicating improved risk-reward balance amid significant stock pressure.
#microsoft
Gadgets
fromTheregister
1 day ago

Microsoft raises UK Surface prices as RAM shortage bites

Microsoft has increased Surface device prices significantly due to rising memory and component costs.
Tech industry
fromEngadget
17 hours ago

Microsoft raises prices on Surface PCs due to skyrocketing RAM costs

Microsoft has significantly increased prices across its Surface product line due to rising component costs influenced by generative AI.
Tech industry
fromArs Technica
15 hours ago

Two-year-old Surface PCs get $300 price hikes as sub-$1,000 models go away

Microsoft is increasing prices for Surface devices significantly, with no new models under $1,000 and substantial hikes across the lineup.
Gadgets
fromTheregister
1 day ago

Microsoft raises UK Surface prices as RAM shortage bites

Microsoft has increased Surface device prices significantly due to rising memory and component costs.
Tech industry
fromEngadget
17 hours ago

Microsoft raises prices on Surface PCs due to skyrocketing RAM costs

Microsoft has significantly increased prices across its Surface product line due to rising component costs influenced by generative AI.
Tech industry
fromArs Technica
15 hours ago

Two-year-old Surface PCs get $300 price hikes as sub-$1,000 models go away

Microsoft is increasing prices for Surface devices significantly, with no new models under $1,000 and substantial hikes across the lineup.
Marketing
fromMarTech
22 hours ago

AI rewards brand meaning and punishes everything else | MarTech

AI demands brand clarity for visibility, impacting long-term investment returns significantly.
#semiconductors
Business
from24/7 Wall St.
1 day ago

3 AI Semiconductor Stocks That Are Now Trading Below 20X Earnings

Three U.S.-based semiconductor stocks are trading low despite strong growth potential and market cap over $1 billion.
Business
from24/7 Wall St.
1 day ago

3 AI Semiconductor Stocks That Are Now Trading Below 20X Earnings

Three U.S.-based semiconductor stocks are trading low despite strong growth potential and market cap over $1 billion.
#nvidia
Venture
from24/7 Wall St.
5 days ago

NVIDIA Chips are Going to Space. Could the Stock Be Next?

Nvidia is developing space-based data centers, leveraging orbital computing for AI and 5G connectivity as the corporate space race intensifies.
Tech industry
from24/7 Wall St.
3 days ago

Nvidia Just Posted Its Longest Winning Streak Since 2023. Is This Time for Real?

Nvidia's stock has risen 14% over eight consecutive sessions, driven by strong demand for AI chips and record revenue from Taiwan Semiconductor.
Tech industry
from24/7 Wall St.
4 days ago

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.
Venture
from24/7 Wall St.
5 days ago

NVIDIA Chips are Going to Space. Could the Stock Be Next?

Nvidia is developing space-based data centers, leveraging orbital computing for AI and 5G connectivity as the corporate space race intensifies.
Tech industry
from24/7 Wall St.
16 hours ago

NVIDIA Rises Even as Quantum Computing Threat Looms and Insider Selling Sparks Debate

NVIDIA shares rose 3% today, driven by the launch of quantum AI software and an expanded partnership with IBM.
Tech industry
from24/7 Wall St.
3 days ago

Nvidia Just Posted Its Longest Winning Streak Since 2023. Is This Time for Real?

Nvidia's stock has risen 14% over eight consecutive sessions, driven by strong demand for AI chips and record revenue from Taiwan Semiconductor.
Tech industry
from24/7 Wall St.
4 days ago

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.
#apple
Apple
fromAxios
18 hours ago

Apple could win the AI race without running

Apple aims to maintain its high-end hardware sales as AI becomes more integral to consumer technology.
Apple
fromZDNET
20 hours ago

I'm ready for a foldable iPhone, but only if Apple does this right

Apple is rumored to release a foldable iPhone in 2026, requiring significant iOS changes for multitasking capabilities.
Apple
fromAxios
18 hours ago

Apple could win the AI race without running

Apple aims to maintain its high-end hardware sales as AI becomes more integral to consumer technology.
Apple
from24/7 Wall St.
21 hours ago

Apple Gets a Price Target Boost From BofA: Is a Big iPhone and Services Beat Coming?

Apple's stock is favored on Wall Street, with Bank of America raising its price target to $325 due to strong iPhone and Services revenue growth.
Apple
fromZDNET
20 hours ago

I'm ready for a foldable iPhone, but only if Apple does this right

Apple is rumored to release a foldable iPhone in 2026, requiring significant iOS changes for multitasking capabilities.
Mobile UX
fromGSMArena.com
1 day ago

Android brands could adopt rumored iPhone 18 Pro color for upcoming flagships

Android smartphone makers are testing a new deep red color finish similar to the upcoming iPhone 18 Pro series.
Apple
fromComputerworld
1 day ago

Apple preps for the face race

Apple is testing four designs for smart glasses, aiming for superior aesthetics and performance compared to competitors.
Apple
fromTNW | Apple
2 days ago

Mac mini and Mac Studio go out of stock - is it the RAM crisis or an M5 refresh?

High-RAM Mac mini and Mac Studio models are currently unavailable due to a global DRAM shortage and potential inventory clearance for upcoming models.
Cars
frominsideevs.com
16 hours ago

'We Should Not Let Them Into Our Country': Ford CEO On Chinese EVs

Allowing Chinese EVs into the U.S. could devastate American manufacturing and pose cyber risks.
Venture
fromTechCrunch
3 days ago

Nvidia-backed SiFive hits $3.65 billion valuation for open AI chips | TechCrunch

SiFive raised $400 million, valuing the company at $3.65 billion, focusing on RISC-V open chip designs for AI data centers.
Tech industry
fromTNW | Meta
3 hours ago

Meta and Broadcom extend their AI chip deal to 2029

Meta expands partnership with Broadcom to develop custom AI processors, committing over one gigawatt of computing capacity for a multi-gigawatt rollout.
Gadgets
fromThe Verge
6 days ago

The AI RAM shortage is also driving up SSD prices

Consumer SSD prices have surged dramatically, with some models increasing by over 300% since late 2025 due to high demand and limited supply.
#amd
Business
from24/7 Wall St.
22 hours ago

Advanced Micro Devices (AMD) Stock at $250: Buy, Sell or Hold?

AMD's stock at $250 is a buy due to strong earnings momentum and significant AI growth potential.
Business
from24/7 Wall St.
1 day ago

AMD Price Prediction: Where Will The Stock be in 2027

AMD's stock is projected to rise to $284.67, indicating a 16.17% upside over the next year.
from24/7 Wall St.
2 weeks ago
Business

AMD vs Intel: Which Stock Will Lead in 2026?

AMD outperformed Intel in Q4 2025 with record revenue and strong AI momentum, while Intel faced losses and declining revenue.
from24/7 Wall St.
2 months ago
Business

Can AMD Reach a $1 Trillion Valuation in 2026?

AMD's accelerating revenue and EPS growth, paired with around 10% AI GPU market share, could enable a $1 trillion valuation by 2028.
Business
from24/7 Wall St.
22 hours ago

Advanced Micro Devices (AMD) Stock at $250: Buy, Sell or Hold?

AMD's stock at $250 is a buy due to strong earnings momentum and significant AI growth potential.
Business
from24/7 Wall St.
1 day ago

AMD Price Prediction: Where Will The Stock be in 2027

AMD's stock is projected to rise to $284.67, indicating a 16.17% upside over the next year.
Business
from24/7 Wall St.
2 weeks ago

AMD vs Intel: Which Stock Will Lead in 2026?

AMD outperformed Intel in Q4 2025 with record revenue and strong AI momentum, while Intel faced losses and declining revenue.
fromComputerWeekly.com
1 day ago

Qualcomm expands strategic advanced driver assistance systems, immersive eyewear collaborations | Computer Weekly

Qualcomm is helping address one of the auto industry's most pressing needs - scaling intelligent vehicle technology to meet growing consumer demand for vehicles that are automated, connected and highly personalised.
European startups
Apple
fromEntrepreneur
1 day ago

This Apple Product Has a 10-Week Wait Time - And It's Been Around Forever

The Mac mini has become a popular choice among AI hobbyists, leading to significant demand and extended shipping times.
fromwww.mediaite.com
2 days ago

Not What We Want to Hear': Fox Host Alarmed by News China Is Neck and Neck' With US in Key Tech Race

China has actually closed the model performance gap, and that means that the quality of the models coming from China are becoming at a neck and neck pace with the United States.
Artificial intelligence
Cars
fromwww.businessinsider.com
1 day ago

Ford's CEO said Chinese carmakers entering the US would be 'devastating'

Chinese automakers pose a significant threat to the US automotive industry, with concerns over economic impact and cybersecurity risks.
#ai-infrastructure
Tech industry
from24/7 Wall St.
5 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
from24/7 Wall St.
6 days ago
Tech industry

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.
Venture
from24/7 Wall St.
4 days ago

Nebius Picking Up Where Nvidia Left Off? Acquisition Rumor Sparks New Stock Surge

AI infrastructure deals are accelerating as costs rise, with Nebius Group potentially acquiring AI21 Labs to enhance its AI capabilities.
Tech industry
from24/7 Wall St.
5 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
Tech industry
from24/7 Wall St.
6 days ago

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.
Mobile UX
fromwww.businessinsider.com
2 hours ago

The Trump phone has a new look but it's still not clear when it will be released

The release of the Trump smartphone has faced multiple delays and changes in branding, with no clear launch date currently available.
#arm-holdings
fromWIRED
3 weeks ago
Silicon Valley

Arm's CEO Insists the Market Needs His New CPU. It Could Piss Everyone Off

Silicon Valley
fromWIRED
3 weeks ago

Arm's CEO Insists the Market Needs His New CPU. It Could Piss Everyone Off

Arm is launching its own silicon, marking a significant shift from its licensing model and a return to its foundational roots.
#ai-chips
Tech industry
from24/7 Wall St.
4 days ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
Tech industry
from24/7 Wall St.
4 days ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
#micron-technology
Business
from24/7 Wall St.
22 hours ago

Micron at $420: Buy, Sell or Hold?

Micron Technology presents a strong investment opportunity due to AI-driven memory demand and favorable valuation metrics.
Business
from24/7 Wall St.
22 hours ago

Micron at $420: Buy, Sell or Hold?

Micron Technology presents a strong investment opportunity due to AI-driven memory demand and favorable valuation metrics.
Business
from24/7 Wall St.
4 days ago

Think It's Too Late to Buy Micron? Here's the Case for Getting In Now

Micron Technology's stock has risen significantly, with strong fundamentals and growth potential, but risks must be carefully considered before investing.
Gadgets
fromKotaku
1 week ago

Memory Hoarder Panicking After RAM Prices Star To Dip

A memory vendor expresses concern over falling DRAM prices, fearing financial loss from stockpiled components.
Venture
from24/7 Wall St.
5 days ago

Why Semtech Is the Top AI Stock to Buy in April

Semtech is poised for significant growth due to the increasing demand for optical transceivers in data centers.
Mobile UX
fromThe Verge
2 days ago

Huawei beats Apple and Samsung with new wide foldable

Huawei's Pura X Max foldable phone will launch in China, ahead of Apple and Samsung's anticipated models.
Business
fromTechzine Global
2 days ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
fromArs Technica
6 days ago

Motorola suddenly raises budget phone prices up to 50%-you can probably thank AI

Motorola has enacted price increases of up to 50 percent on the rest of its 2026 Moto G lineup, indicating a shift in pricing strategy for budget smartphones.
Mobile UX
Business
from24/7 Wall St.
1 day ago

SanDisk Jumps 7% With NASDAQ 100 Inclusion Days Away and AI-Driven NAND Demand at Full Throttle

SanDisk stock rises 7% due to NASDAQ 100 inclusion, strong earnings forecast, and increasing AI-driven NAND demand.
Business
from24/7 Wall St.
1 day ago

The Reason Why I'm Not Buying Micron Stock at Over $420

Micron's stock has rebounded significantly, driven by the ongoing memory supercycle and strong demand for high-performance memory.
Business
from24/7 Wall St.
4 days ago

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.
Business
from24/7 Wall St.
4 days ago

Analyst's $1,250 Call Makes Sandisk the AI Boom's Pure-Play NAND Winner

NAND flash prices are rising, boosting Sandisk's stock to new highs and prompting analysts to raise price targets significantly.
#broadcom
Tech industry
from24/7 Wall St.
5 days ago

Broadcom vs. Qualcomm: Buy One, Avoid the Other

Broadcom's AI-driven growth contrasts with Qualcomm's slower transition from handset reliance amid market challenges.
Business
from24/7 Wall St.
6 days ago

Broadcom Cut to Neutral at Seaport: Has the AI Chip Party Finally Gone Too Far?

Broadcom's stock was downgraded to Neutral due to valuation concerns after a significant AI-driven rally.
Tech industry
from24/7 Wall St.
5 days ago

Broadcom vs. Qualcomm: Buy One, Avoid the Other

Broadcom's AI-driven growth contrasts with Qualcomm's slower transition from handset reliance amid market challenges.
Business
from24/7 Wall St.
6 days ago

Broadcom Cut to Neutral at Seaport: Has the AI Chip Party Finally Gone Too Far?

Broadcom's stock was downgraded to Neutral due to valuation concerns after a significant AI-driven rally.
Business
from24/7 Wall St.
5 days ago

Barclays Just Raised Marvell to Overweight. Here's Why the AI Chip Race Is Far From Over

Barclays upgraded Marvell Technology to Overweight, highlighting its strong position in AI infrastructure and significant revenue growth.
Tech industry
fromTheregister
5 days ago

Google taps Intel for another round of custom network chips

Google continues collaboration with Intel for SmartNICs, opting for established technology over developing its own solutions like AWS's Nitro NICs.
Tech industry
from24/7 Wall St.
2 weeks ago

RAMageddon Arrives: AI's Endless Appetite Just Killed the PC Comeback

The global PC market is recovering, but rising CPU prices and AI demand are creating a supply squeeze, impacting consumer and commercial PC orders.
Artificial intelligence
from24/7 Wall St.
2 months ago

6 Chip Stocks Set to Benefit Most From Big Tech Tariff Exemption

Tariff exemptions tied to TSMC’s U.S. investments will shield AI data center buildout costs and favor six major semiconductor-linked companies, altering competitive dynamics.
fromGSMArena.com
2 months ago

TrendForce: Surging memory prices are about to squeeze 2026 smartphone shipments

The ongoing memory chip shortage is about to lead to a drastic drop in smartphone shipments this year. According to the latest forecast from TrendForce, the market will see a 10% drop in global smartphone shipments, which would result in an estimated 1.135 billion units shipped for the calendar year. There is, however, an even worse turn of events, which could see the drop go as low as 15%, which TrendForce describes as the "Bear-case scenario".
Mobile UX
Apple
fromGSMArena.com
2 months ago

Apple faces pressure as Samsung hikes up DRAM prices

DRAM price surges (Samsung +80%, SK Hynix +100%) will raise 2026 device costs, likely forcing higher retail prices including for Apple's iPhone 18 series.
Tech industry
fromTechzine Global
1 month ago

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.
fromTechzine Global
2 months ago

AI focus propels MediaTek to record high

MediaTek's share price has risen sharply in a short period of time, partly due to increasing attention to the company's role in Google's AI strategy. In two trading days, the share price rose by approximately 19 percent. This brought the Taiwanese chip designer to a new record high on the Taipei stock exchange. The jump in share price follows a period of sustained optimism among investors.
Tech industry
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