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It’s an actively managed fund with big holdings in major chip companies las well as hyperscalers. In other words, the usual AI beneficiary suspects.

Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.

The chipmaker's up-to-$5 billion pledge comes with conditions attached -- and the company on the receiving end is about to get a public price.

AMD just quietly acquired a tiny Canadian startup with a wild idea: build the chip around the AI model, not the other way around. Whether that unconventional bet can close the gap with Nvidia depends on a question nobody in the industry has answered yet.

Anthropic’s $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud […]

Wall Street Says AMD's Taalas Deal Won't Close Nvidia's AI Gap

Homegrown companies continue to struggle to access capital and move from research to commercialization

Advanced Micro Devices (NasdaqGS:AMD) agreed to acquire Toronto-based AI chip startup Taalas, aiming to deepen its AI inference offerings. The deal brings Taalas' specialized inference-focused silicon into AMD's product roadmap for enterprise and cloud AI workloads. Taalas' engineering team is expected to join AMD and work on system-level AI inference solutions across future AMD platforms. For readers watching how AI compute is reshaping data centers and broader infrastructure, this move by...

The Toronto-based startup, founded in 2023, has raised $219 million and builds chips hardwired for specific AI models

Advanced Micro Devices (AMD) has announced a definitive agreement to acquire Taalas, a specialist in AI inference silicon, aiming to enhance its compute solutions in the dynamic AI inference market. Taalas’ technology, which optimizes inference dataflows to reduce compute and memory bottlenecks, is set to bolster AMD’s AI roadmap by improving inference performance and efficiency. The acquisition will enable AMD to integrate Taalas’ solutions with its existing hardware and software platforms,...

The company topped Industrial and Commercial Bank of China to become the most valuable company listed in a mainland Chinese market. ASML and Advanced Micro Devices fell 5.8% and 5.2%, respectively. The Nasdaq Composite ended the day down 0.2%.

SPCX stock falls to post-IPO lows as tech selloff pressure meets valuation concerns, but Starlink, Starship and AI ambitions keep its long-term story alive.

Chipmaker Cerebras’ stock has fallen sharply after its mega IPO two months ago.

Qualcomm, which just a few years ago had no data-center revenue, intends to generate $15 billion in data-center sales by 2029.

Could a delayed mega-IPO be the first crack in the AI spending boom?

OpenAI IPO Delay Report Sparks Sharp Selloff in AI and Memory Stocks

The ARK Space Exploration & Innovation ETF (CBOE:ARKX) has become a popular parking spot for investors seeking space exposure without waiting for the SpaceX IPO. With Elon Musk’s rocket company reportedly headed toward a public listing at a valuation north of a trillion dollars, retail demand for a single ticker capturing the theme has surged. ARKX, with ... Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year

Advanced Micro Devices (NasdaqGS:AMD) has agreed to acquire MEXT, a company focused on AI driven memory optimization. The deal is aimed at addressing AI memory bottlenecks in data centers by integrating predictive memory technology into AMD’s platform. This move is positioned to broaden AMD’s data center capabilities and support enterprise AI infrastructure customers. For investors watching AMD’s push into data center and enterprise AI, the MEXT acquisition focuses on one of the less talked...

Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's announced acquisition of AI software infrastructure startup Modular.

MEXT bridges the gap between low-cost flash memory and expensive DRAM, helping data centers improve their efficiency as a result.

AMD shares are up substantially after the company announced the acquisition of MEXT.

AMD's acquisition of MEXT has the potential to be a game changer for the company.

SpaceX's record-setting IPO has investors rushing into space stocks. From Rocket Lab to AST SpaceMobile, here's how to separate the durable winners from the hype in a fast-growing $1 trillion market.

The acquisition aims to address escalating data centre memory bottlenecks driven by AI and cloud workloads.

The deal adds AI-driven flash storage optimization to AMD's data center portfolio as memory demand accelerates

Cathie Wood's firm ARK Invest staked a large position in Elon Musk's SpaceX on Friday. The firm already has a huge chunk of Tesla stock.

Retail investors are liquidating some of the biggest winners in the AI trade to raise cash for Friday’s SpaceX (SPCX) IPO, and the selling pressure is landing hardest on semiconductors. MU stock is moving. See the chart and price action here. Data from Vanda Research shows individual investors net sold equities for three consecutive days through Wednesday — the first such stretch since March 2020, according to CNBC. On Monday alone, retail pulled the most capital from individual stocks since Nov

S&P 500 futures gained 0.72% and Nasdaq 100 futures added 1.2% in premarket trading as semiconductor stocks recovered from a steep weekly slide

Oracle and OpenAI have a $300 billion deal for Oracle to build out AI data centers. Microsoft owns 27% of OpenAI, but the companies have renegotiated their cloud and licensing deals.

MANGOS — no, not the tropical stone fruit — is the latest Big Tech acronym to be at the top of investors' minds ahead of 2026's biggest IPOs. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Business Reporter Ines Ferré explains the latest AI tech groupings being coined by Wall Street analysts.