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Semiconductor
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Republican lawmakers decry Intel's testing of Chinese-linked tools after Reuters report

Republican lawmakers have criticized Intel for testing chipmaking equipment from ACM Research, a company with ties to China, raising national security concerns. The tools were evaluated for Intel's advanced chipmaking process, sparking fears of potential tech transfer to China. Lawmakers are pushing for legislation to prevent chipmakers receiving U.S. subsidies from using Chinese equipment. Intel maintains compliance with U.S. laws and emphasizes its commitment to national security.

Reuters·
US
INTC
-2.48%
Reuters·
US
INTC
-2.48%

Atlas Cloud AI & New York Greencloud launch $6 bln sustainable AI infrastructure partnership on Nvidia Blackwell

Atlas Cloud AI & New York Greencloud launch $6 bln sustainable AI infrastructure partnership on Nvidia Blackwell

marketscreener·
US
NVDL
-6.53%
HK
07788
+3.33%
HK
07388
-3.42%
marketscreener·
US
NVDL
-6.53%
HK
07788
+3.33%
HK
07388
-3.42%

Meta's stock could soar in the next 6 months, along with these under-the-radar picks

Rosenblatt Securities analyst Barton Crockett predicts Meta's stock could soar by 70% in 2026 due to disciplined spending and AI initiatives. Magnite and Applied Optoelectronics are also top picks, with potential gains of 130% and 80%, respectively. Other recommended stocks include GitLab, Harmonic, OneStream, Synaptics, TeraWulf, and Zoom Communications, each with unique growth prospects.

Dow Jones·
US
AAOI
-4.78%
US
META
+0.10%
Dow Jones·
US
AAOI
-4.78%
US
META
+0.10%

NVIDIA's new safety frameworks, OpenUSD and Halos, aim to boost safety for autonomous vehicles and physical AI systems.

NVIDIA has launched two new safety frameworks, OpenUSD and Halos, aimed at enhancing the progress and implementation of secure autonomous vehicles and physical AI systems. These innovative tools are designed to provide a safer environment for development and deployment.

Unusual Whales·
US
NVDA
-3.34%
US
NVDL
-6.53%
HK
07788
+3.33%
Unusual Whales·
US
NVDA
-3.34%
US
NVDL
-6.53%
HK
07788
+3.33%

AI Stocks Tumble, Nvidia Hits 3-Month Lows: What's Moving Markets Wednesday?

Tech and AI-linked stocks, including Nvidia, experienced a significant selloff, with the Nasdaq 100 dropping 1.3% and Nvidia falling over 4% to a three-month low. The iShares Semiconductor ETF declined nearly 3%, marking its fourth consecutive loss. Major indices and ETFs also saw declines, while silver surged over 4%. Concerns over an AI bubble and capacity constraints contributed to the selloff.

benzinga_article·
US
NVDA
-3.34%
US
SOXL
-9.80%
benzinga_article·
US
NVDA
-3.34%
US
SOXL
-9.80%
Posts
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Broadcom's non-AI semi revenue saw first y/y growth in 9 quarters but still down 30% vs previous peak. Wireless is the lowest margin business in non-AI but rest of the non-AI has higher margin than XP...

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Disney and open AI

$Taiwan Semiconductor(TSM.US)

The tech world is full of invisible assets like code and algorithms. TSM is different. It is tangible.

You can kick the tires of their factories. They own the real estate a...

Just look at the profit ratio sitting at 50% — institutions will surely need to shake out retail holders before they start accumulating in size.$Intel(INTC.US)

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