Samsung Electronics Co.’s quarterly profit more than tripled to a record high after global demand for AI servers sharply lifted memory chip prices. South Korea’s largest company reported a preliminary operating profit of 20 trillion won ($13.8 billion) in the three months through December, up 208% and beating the average analyst estimate. Revenue rose 23% […]
Category: Technology
Intel stock rallies as CES debut of Panther Lake chip marks make-or-break moment
Intel (INTC) passed a key hurdle in the storied chipmaker’s ongoing turnaround effort by officially launching its Core Ultra Series 3 chips on Tuesday. The unveiling of the AI PC chips during the Consumer Electronics Show (CES) in Las Vegas marked Intel’s first launch of a product using its latest 18A manufacturing process. Intel said […]
3 semiconductor stocks to play the AI supercycle, according to analysts
The AI trade has hit a new stage: The spotlight is shifting from the chips that process data to the hardware required to store it. “Right now, we are very early in the memory cycle,” DA Davidson analyst Gil Luria told Yahoo Finance’s Opening Bid. “The progress that we’ve made in AI models has made […]
Wall Street clashes on Nvidia’s AI cycle expiration date following Jensen Huang’s CES keynote
Jensen Huang may have just delivered his most ambitious blueprint yet, but Wall Street is increasingly divided on whether Nvidia’s (NVDA) breakneck growth is reaching a ceiling or just entering its second act. “I think if you walk out of there thinking that this is an AI bubble, then you had a little too much […]
AMD reveals new AI PC chips, details next-gen data center chips at CES 2026
AMD (AMD) CEO Lisa Su unveiled the company’s upcoming AI data center platform during her keynote at CES 2026 in Las Vegas on Monday, providing a first look at the Helios system and offering more details about how it will be built. Su not only brought out a large Helios rack unit on stage, but […]
Nvidia announces humanoid robot plans, self-driving car technologies at CES 2026
LAS VEGAS — Nvidia (NVDA) is touting its latest robotics advancements at CES 2026 as the broader tech industry begins a large-scale effort to bring humanoid robots to life. During the company’s keynote on Monday, CEO Jensen Huang revealed that firms ranging from Boston Dynamics and Caterpillar (CAT) to LG Electronics and NEURA Robotics are […]
Foxconn’s Q4 revenue jumps 22% to record high on AI demand
Taiwan’s Foxconn, the world’s largest contract electronics maker, reported record fourth-quarter revenue on Monday, driven by strong demand for artificial intelligence products. Revenue for Nvidia’s biggest server maker and Apple’s top iPhone assembler jumped 22.07% from the same quarter last year to T$2.6028 trillion ($82.73 billion), Foxconn said in a statement. The results exceeded the […]
TSMC Shares Jump Most Since April After Goldman Lifts Target 35%
Taiwan Semiconductor Manufacturing Co. shares climbed by the most since April, as the world’s largest contract chipmaker rides a continued wave of optimism over artificial intelligence demand into the new year. Shares of the key supplier to Nvidia Corp. and Apple Inc. jumped as much as 6.9% to touch a new record high in Taipei. […]
AI Debt Spree Is Fueling a Credit Trading Frenzy: Credit Weekly
Artificial intelligence spending and the growth of the private credit market aren’t just spurring companies to borrow more, they’re also helping to generate fresh records for corporate-bond trading. An average of $50 billion in investment-grade and high-yield bonds changed hands each trading day last year, according to Crisil Coalition Greenwich, a provider of research and […]
Why 2026 could be Waymo’s year
From Los Angeles to Austin to Atlanta, Waymo robotaxis are everywhere. And 2026 could be the year Waymo expands its lead in the space. Waymo, part of Alphabet (GOOG, GOOGL), began in 2009 as an in-house startup within Google’s X initiative and officially became Waymo in 2016. In 2018, Waymo and Jaguar paired up, using the […]
Tesla reports annual vehicle deliveries fell for second straight year, Q4 results miss forecasts
Tesla (TSLA) on Friday disclosed fourth quarter vehicle deliveries that missed forecasts while reporting a second straight annual decline in deliveries. In the fourth quarter, Tesla’s total vehicle deliveries totaled 418,227, a 15% drop from the 495,570 vehicles it delivered in the same period last year. The company’s fourth quarter delivery total also fell short […]
Stock market today: Dow, S&P 500 edge higher to kick off 2026, semiconductor stocks rally
US stocks mostly edged higher on Friday as Wall Street kicked off trading in 2026 after its third consecutive year of double-digit percentage gains. The Dow Jones Industrial Average (^DJI) gained about 0.6%, while the S&P 500 (^GSPC) increased 0.2%. The tech-heavy Nasdaq Composite (^IXIC) fell below the flat line, despite gains in semiconductor giants […]












