A curious set of beneficiaries have coalesced in the early days of a rotation out of semiconductor stocks. It suggests risk for a replay of 2022, where bonds and stocks fall together as inflation and interest rates bite. https://t.co/pLkm613rvB ...

China will allow top artificial intelligence companies to buy a limited amount of H200 chips from Nvidia, a sign the country is easing restrictions on the coveted US technology, according to the Information. https://t.co/j77f1JJjJt ...

Intel Stock Down 21%: Inside The July 2026 Semiconductor Selloff https://t.co/x5JaAAes0z (Photo: SOPA Images/LightRocket via Getty Images) https://t.co/l2tTO8C38c ...

When it comes to AI on the endpoint, what exactly are we protecting. There are three things we are protecting. The first is the AI model itself.The second is the data that it's using to run inference on. And the third is whether we are creating a secure ecosystem for the entire AI workflow to run securely. This is precisely why we have several protections and countermeasures that we have built into AMD Pro.Things like supply chain security, memory guard, shadow stack, and so on and so forth. And these are a ...

>> IT IS CHANGING WITHIN. >> INVESTORS HOPS GUSHING BACK AND FORTH. >> WE WILL SEE THESE POCKETS OF ROTATION.>> THIS KIND OF DIGESTION IS COMPLETELY NORMAL. >> IT IS STILL CONSTRUCTIVE FOR THE ENTIRE AI TRADE. >> THIS IS BLOOMBERG SURVEILLANCE WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN.JONATHAN: GOOD MORNING. FOR OUR AUDIENCE WORLDWIDE, BLOOMBERG SURVEILLANCE STARTS NOW. CRUDE BOUNCING.PRESIDENT TRUMP SAYING THE CEASE-FIRE WITH IRAN IS OVER. INVESTORS ROTATING OUT OF CHIPS, SENDING SOUTH KOR ...

Apple to produce Made in America wireless chips with Broadcom https://t.co/TMC3hNnARX ...

Joining us now is Julia Hermann, global market strategist at New York Life Investment Management. Julia, when the Iranians were striking the odd boat here and there, and I don't mean to minimize this, there were definitely strikes happening. The markets were completely ignoring it.The president came out at a NATO summit where he had been fluffed off, if you like, by the leaders, and he made some really derogatory and awful comments about Iran and said that, you know, it was very possible that we would conti ...

So, Apple announcing its largest US manufacturing commitment to date, expanding its relationship with Broadcom in a deal expected to surpass $30 billion through 2031. Now, Apple says the agreement will lead to more than 15 billion US-made chips, support hundreds of American jobs and help fund a $ 1.5% billion expansion of Broadcom's manufacturing facility in Fort Collins, Colorado. Now, that is a site where Broadcom will develop and supply a range of custom silicon products for use in multiple generations o ...

RT Backpack 🎒 (@Backpack)SK Hynix is coming this Friday.Trade SK Hynix shares on Backpack Securities at its US listing, and trade $SKHY as a tokenized stock listed on @Solana via @Sunrise.1:1 redeemable. Trade between Nasdaq and Solana through Backpack. https://t.co/bVhR7ciVHA ...

Big Deal for Apple!Tim Cook announces Apple's expanded partnership with Broadcom.The partnership aims to produce billions more chips in the US, marking the company's largest-ever commitment to its American Manufacturing Program.Tim Cook (@tim_cook):We’re proud to expand our work with Broadcom with a new agreement to produce billions more chips in the US! It's our largest ever American Manufacturing Program commitment and an important step in our work to build an end-to-end silicon supply chain in the US. ...