By Liam Mo and Fanny Potkin BEIJING/PARIS, May 28 (Reuters) – Chinese tech giant ByteDance is developing its own central processing units (CPUs) to meet its growing artificial intelligence infrastructure needs, three people familiar with the matter said, as rising chip prices and prolonged supply shortages limit its expansion plans. The move underscores the industry’s…
Quick reading Amazon (AMZN) is 5.5% away from a $3 trillion market cap of $280, with first-quarter capex hitting $44.2 billion and management committing to roughly $200 billion in capex for AI infrastructure in 2026, while AWS grew 28% in the first quarter and the chip business surpassed a run rate of 20 billion dollars….
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best performing stocks. On May 21, Reuters reported that Advanced Micro Devices, Inc. (NASDAQ:AMD) plans to invest in Taiwan, committing more than $10 billion to its AI sector to expand chip production capacity and deepen partnerships. The company said it will work with Taiwanese testing and…
As one of the most anticipated Google I/O events in recent years, Google’s upcoming event today, May 19, will play a vital role in determining whether Alphabet (GOOGL) is able to further solidify its position in the AI ​​race against OpenAI and Microsoft (MSFT). Here’s what investors should know as the company kicks off its…
CoreWeave (CRWV) raised an $8.5 billion funding round with a credit rating upgrade from B to A3, reflecting higher asset quality as inventory depreciation is slower than previously modeled, while full-year 2025 revenue reached $5.131 billion (up 168% year-over-year) supported by an order book of $66.8 billion anchored by $22.4 billion in commitments from OpenAI…
Taiwan Semiconductor Manufacturing (TSM) reported Q4 2025 revenue of $33.73 billion, up 20.4% year-on-year, with 77% of revenue coming from 7nm and below advanced node wafers, while committing $52 billion to $56 billion in capital expenditures in 2026 to serve 534 customers across demand. AI. Broadcom (AVGO) reported Q1 FY2026 AI chip revenue of $8.4…
AI stocks may have lost some shine in 2026, but Broadcom (AVGO) management made a surprising revelation during its fiscal 2026 first-quarter earnings call that could change how investors view the company’s position in the AI ​​boom. Let’s find out what that is and if it’s still not too late to buy AVGO stock. www.barchart.com…
There are no signs that artificial intelligence (AI) data center development will slow down any time soon. That’s good news for major AI chip makers. Let’s look at two monster AI stocks to buy and hold for the next five years. Image source: Getty Images. Will AI create the world’s first billionaire? Our team just…
CoreWeave (NASDAQ:CRWV) is one of the AI Stocks Currently on Wall Street’s Radar. AI-focused cloud computing company CoreWeave (NASDAQ:CRWV) received a new upgrade from analysts at Citizens, who reiterated their Market Outperform rating on the stock with a $180.00 price target. The research firm characterized CRWV as a leading GPU-as-a-service (GPUaaS) provider poised to benefit…
While investors chase the most obvious winners in artificial intelligence (AI), some of the most powerful opportunities are being quietly built behind the scenes. As the AI ​​boom moves from hype to infrastructure, an overlooked player, Arista Networks (ANET), is emerging at the center of massive data flows, cloud expansion and next-generation networks, positioning it…
