iShares Trust S&P Semiconductor Index Fund (SOXX)

Intel CEO Lip-Bu Tan has reportedly spoken to Apple’s Tim Cook and TSMC’s C.C. Wei regarding a partnership or joint venture.

Commerce Secretary Howard Lutnick has reportedly discussed the plan with semiconductor industry executives, emphasizing to them the importance of the measure in ensuring economic security.

Barclays based its new valuation on Nvidia’s earnings potential, forecasting an implied earnings per share of $7.85, adding $35 billion in potential revenue stemming from the chipmaker’s recent collaboration with OpenAI.

AMD’s high-performance GPUs will be available in Cohere’s complete line of AI products, including Command A, Command A Vision, Command A Translate, and North.

Micron's solid Q4 sparks new ETF trading opportunities. MUU offers leveraged upside, while SMH and SOXX provide diversified exposure to Micron and Nvidia.

Marvell Technology, Inc. (MRVL) announced a new $5 billion share repurchase plan and accelerated focus on data center and AI infrastructure.

Munster commended the company’s positive margin performance, which underscored the strength of the demand environment.

Micron spent $4.93 billion in capital expenditures in the fourth quarter and $13.8 billion for the year.

In mid-August, the company raised its quarterly guidance ahead of its Chief Business Officer Sumit Sadana’s participation in a KeyBanc Technology Conference fireside chat.

The company is making money hand over fist.

Enfabrica offers a chip-and-software system that interconnects GPUs, CPUs, and accelerators more efficiently, improving the performance of the clusters and saving costs.

What do you think of average annual gains topping 20% over the past three, five, 10, and 15 years?

Microsoft and Alphabet's £27B U.K. tech push highlights long-term opportunities for AI and cloud ETFs, even as funds stay flat now.