The AI boom is aiding Samsung’s chip-manufacturing efforts in two ways https://t.co/rBdwyGrH7n ...

Arm Holdings is facing an antitrust investigation by the US FTC over the UK company’s licensing of its semiconductor technology, part of ongoing global scrutiny of the business, sources said https://t.co/ieSmywld8T ...

If we do see tensions rise and if we do focus, therefore, even more on a manufacturing footprint brought back to America where chips are manufactured, they're designed rather than being so reliant on Taiwan, are we able to do it. We are. I mean, I think I speak on behalf of the workforce component of all of this.It is one of the bottlenecks for this industry in The US for sure, but there are a remarkable set of programs that are being built all around the country to meet that need. The chips investments her ...

>> WHAT YOU HAVE RIGHT NOW IS AN EARNINGS DRIVEN MARKET. >> PEOPLE WANT TO GET EXPOSURE TO GROWTH AND STRONG ECONOMY EARNINGS, GO AHEAD. >> IF YOU THINK ABOUT WAS DRIVING GLOBAL MARKETS RIGHT NOW, IT IS A SEMI CONDUCTOR SUPER CYCLE FOR THE HISTORY BOOKS.>> THIS IS THE CASTING AWAY OF FEAR IN ITS ENTIRETY THAT WILL END UP BEING THE MARKET'S BIGGEST PROBLEM AT SOME POINT. >> THIS IS "BLOOMBERG SURVEILLANCE " WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN. JONATHAN: GOOD MORNING.FOR OUR AUDIENCE WO ...

Dan Ives of Wedbush writing, Cerebras is a watershed moment for the tech sector. The appetite for AI exposed companies are high in the market. Dan joined us now for more.Dan, for an IPO of that size of more than 4,000,000,000, that is the best performance we've seen on a single day going back to 2,000. Does it feel throthy, or is this a different moment. Look.It doesn't. I mean, you know, we've talked about it a lot. I mean, this is an AI revolution.And when it comes to the chip trade, that's gonna continue ...

GOOD TO HAVE YOU WITH US ON THE SHOW TODAY. IT DOES SEEM LIKE THE SUMMIT HAS BEEN HEAVY ON OPTICS, SYMBOLISM. HAS ANYTHING BEEN ACHIEVED SUBSTANTIALLY.I THINK THAT WITH MANY THINGS, CERTAINLY THESE TYPES OF EVENTS, THE SYMBOLISM IS PROBABLY THE PRODUCT. WHAT'S QUITE INTERESTING IS, FOR ALL THE WAYS IN WHICH THE TRUMP ADMINISTRATION AND PRESIDENT TRUMP, ESPECIALLY IN HIS SECOND TERM, HAVE REALLY BROKEN NORMS DOMESTICALLY AND INTERNATIONALLY. THIS PARTICULAR TRIPLEX CLASSICAL.ALMOST LIKE IT COULD'VE HAVE BEEN ...

RT Vlad Savov (@vladsavov)NAND maker Kioxia is now more profitable than Toyota. https://t.co/4O4N42dkNM ...

JPMorgan raised its targets for Taiwanese stocks for the second time in less than a month, recommending the market as “the most pure-play exposure to the global AI buildout” https://t.co/h5XlDlpKs5 ...

🔥 BULLISH: Nvidia $NVDA surges 20% in seven days, adding over $900 billion to its market cap and pushing toward a $6 trillion valuation. https://t.co/bihgGohekM ...

A recent surge in Chinese chip stocks has made them some of the most expensive among global peers, and investors are growing increasingly cautious https://t.co/ploR1493ig ...