BlackRock says South Korean equities are a key driver behind its latest upgrade of emerging-market stocks, citing sharp earnings growth and leverage to global semiconductor demand https://t.co/GYcydHuixC ...

This is Meta doubling down on its custom AI chip ambitions with Broadcom as a key partner. And it starts with a 1 gigawatt deployment with plans to scale to multiple gigawatts from there. And that is a massive commitment showing just how serious Meta is about building more of its AI infrastructure itself.This deal also highlights how Meta is taking on the cost profile of a hyperscaler without really having the same business model. The company is spending up to $135 billion this year on CapEx, most of that g ...

Shares of Broncom and Meta Platforms are higher on an expanded partnership deal to develop custom AI chips. Mackenzie Sagalas is here with what that move signals about Meta's AI ambitions in today's tech check and also Christina Partzene is diving into what it all means for that Nvidia trade that we just mentioned. Mac, we will start with you.So Tom, this is Meta doubling down on its custom AI chip ambitions with Broadcom as a key partner and it starts with a 1 gigawatt deployment with plans to scale to mul ...

>> THE EARNINGS STORY STILL LOOKS VERY MUCH ON TRACK. >> WE>> HAVE A SITUATION WHERE THE FUNDAMENTALS ACTUALLY GOT STRONGER. >> THERE IS STILL A BIT OF UNCERTAINTY OUT THERE.>> THE BULL MARKET STARTED IN OCTOBER OF 2022 HAS FURTHER TO GO. >> THIS IS BLOOMBERG SURVEILLANCE WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN. JONATHAN: LIVE FROM NEW YORK CITY THIS MIND, GOOD MORNING OUR AUDIENCE WORLDWIDE.BLOOMBERG SURVEILLANCE STARTS RIGHT NOW. WITHIN STRIKING DISTANCE OF ALL-TIME HIGHS. EQUITY MARKET ...

@Supermicro and AMD build for the AI revolution together, delivering flexibility of choice and cost-efficient data center solutions to help enterprises innovate with confidence. See how the most trusted companies trust AMD. Discover more: https://www.amd.com/en/corporate/amd-story/most-trusted-companies.html *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Gaming Discord Server: https://discord.gg/amd-gaming Visit the AMD Gaming Community Website: https://www.amdgaming.com/ Like us on Facebook: h ...

It's that time again. It's earnings season. What stocks should you be watching.We're starting off pretty hot with those big banks. They're reporting solid earnings so far. And then we're going to switch into just basically everything else.And this week headed by Netflix. What else should you be watching in addition to Netflix. I've got five stocks to lead us off this earning season.Q1 earning season. Let's dive right in. Okay, the first one out of the gate is going to be Netflix because let's start with the ...

Scientific breakthroughs demand infrastructure that performs at the highest level. From Frontier, the world’s fastest supercomputer, to LUMI and Discovery, AMD and HPE bring supercomputing design and high-performance compute together to help researchers push boundaries in climate science, drug discovery, fusion energy, and AI. See how the most trusted companies trust AMD. Discover more: https://www.amd.com/en/corporate/amd-story/most-trusted-companies.html *** Subscribe: https://bit.ly/Subscribe_to_AMD Join ...

Chipmakers AMD, Arm, and Qualcomm are all investing in this buzzy self-driving tech startup https://t.co/5fuGR4tgZQ ...

Niche chip equipment maker Aixtron is cementing its place as the new artificial intelligence darling of Europe’s stock market https://t.co/wFr3CUuQVj ...

South Korea emerged as ASML's largest market in the first quarter as the country’s memory chip makers increase purchases to address chronic shortages stemming from the artificial intelligence boom https://t.co/7ANrwwaPDV ...