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CNBC Business • May 09, 2025

What TSMC's April chips sales tell us about Nvidia and the AI investment trade

TSMC's chip sales in April provide insight into Nvidia's market position and highlight broader trends influencing investment decisions within the rapidly evolving artificial intell...

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Quartz • May 08, 2025

Nvidia and other chipmakers are getting a big win as Trump kills the 'AI diffusion rule'

The U.S. government's decision to rescind export restrictions on advanced AI chips is expected to positively impact semiconductor manufacturers by easing limitations that previousl...

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Quartz • May 03, 2025

Mark Zuckerberg's Meta dreams, Microsoft's earnings smash, and Reddit's surprise: Tech news roundup

Major technology companies have invested heavily in AI infrastructure over the last two years, but recent developments indicate a potential slowdown in spending despite ongoing exp...

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CNBC Business • Apr 30, 2025

Qualcomm tops estimates but gives light revenue forecast

Qualcomm reported a significant increase in chip sales, achieving $9.47 billion in quarterly revenue, although its projected revenue for the upcoming period fell short of analyst e...

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