Qualcomm pivots to AI data centers as smartphone revenue slides
Chipmaker forecasts data center revenue leaping from $650 million in early 2027 to $15 billion by 2029, while handsets shrink and robots loom as the next bet.
Nov 5, 20262 views
Semiconductors
Marvell to Buy Lumentum for $115B in One of Tech's Largest-Ever Deals
The AI connectivity megadeal would create a 'category leader' in optical networking, but MRVL and LITE shares fell as investors questioned the price.
Nov 3, 20264 views
Nasdaq Hits Three-Month Low as Intel's 29% Plunge and Amazon Results Reignite AI Spending Fears
Intel's 29% single-day collapse and Amazon's disappointing results deepened doubts about the trillion-dollar AI buildout, sending the Nasdaq down 2% at the open.
Oct 30, 20263 views
SK Hynix Posts Record Profit as AI Memory Demand Outruns Supply
Chipmaker's operating profit jumps more than seven-fold, beating forecasts, as it unveils a 100 trillion won ($75 billion) 2026 shareholder return plan.
Oct 28, 20263 views
Samsung's Record AI Profit Meets Skeptical Investors as Payout Pressure Builds
Samsung's Q3 operating profit topped $80 billion on the AI memory boom, but flat margins and shareholder demands cloud the outlook.
Oct 8, 20263 views
US Arrests Tech CEO Greg Lui Over Alleged $300M Nvidia Chip Smuggling to China
Prosecutors say the Earthmade Computer chief used false paperwork and Asian freight forwarders to divert AI servers to China.
Oct 2, 20264 views
Nvidia's China Gamble: H200 Sales Stall, Huawei Advances, and a $400M Warning
As Trump opens a narrow path for H200 sales, Beijing weighs buying banned chips for AI—while Huawei and a $400M write-down test Nvidia's moat.
Sep 29, 20265 views
Nvidia Adds Record $150 Billion to Buyback, Lifting Authorization to $235 Billion
The chipmaker's move, paired with a new AI agent safety platform, sent shares up nearly 3% as analysts debate whether the AI boom can justify the scale
Sep 28, 20263 views
Qualcomm Unveils Snapdragon 8 Elite Gen 6 and Extreme Gen 6, Its First 2nm Phone Chips
The dual-flagship strategy promises 8K/60 video and 5GHz clocks for Android — but naming chaos and thermal limits shadow the Galaxy S27.
Sep 22, 20262 views
Trump and Huang Unite Onstage Against AI Doomers as Robots 'Hoax' Claims Ignite Debate
Nvidia CEO Jensen Huang put President Trump on speakerphone at the All-In Summit, where Trump called AI fears and data center opposition a 'hoax.'
Sep 14, 20264 views
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