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SpaceX IPO Could Create More Wealth Than All IPOs in the Last 20 Years Combined. Here’s Why Early Investors Are Banking On It
24/7 Wall St.110d agoneutral
SpaceX IPO Could Create More Wealth Than All IPOs in the Last 20 Years Combined. Here’s Why Early Investors Are Banking On It

On a recent Earn Your Leisure segment, co-host Rashaad Bilal quoted investor Barry Atlas with a claim that stops you mid-scroll: “these companies are going to make more money than all of the IPOs in the last 20 years put together,” creating “a whole new class of billionaires” from just a handful of listings. SpaceX ... SpaceX IPO Could Create More Wealth Than All IPOs in the Last 20 Years Combined. Here’s Why Early Investors Are Banking On It

The Body Count in Friday’s Selloff
The Wall Street Journal111d agobearish
The Body Count in Friday’s Selloff

Here are some of the notable stocks that sold off during Friday's big market decline: Nvidia (NVDA), down 6.2%. Meta Platforms (META), down 5.5%. Broadcom (AVGO), down 7.9% Micron Technology (MU), down 13.

Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips
Bloomberg112d agobullish
Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpBloomberg Retracts Incorrect Story on RBI GoldThe debate concerns whether the Trump admi

Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips
Bloomberg112d agobullish
Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PGlazer Family Members Study Manchester United Stake SaleSaylor's Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapThe debate concerns whet

Bloomberg112d agobullish
Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapThe debate concerns whet

TSMC Forecasts Sustained AI Chip Demand
Investor's Business Daily112d agoneutral
TSMC Forecasts Sustained AI Chip Demand

TSM stock rose on Thursday after the company's annual shareholders' meeting. At the meeting, Chief Executive C.C. Wei said the contract chipmaker, better known as TSMC, won't be able to fulfill demand over the next few years, even as more manufacturing capacity comes online, Bloomberg reported. "It will be a long time before we can meet customer demand," Wei said.

Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel
24/7 Wall St.112d agobullish
Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel

Shares of Broadcom (NASDAQ:AVGO) are down 14% in Thursday morning trading, sinking to around $410 after closing Wednesday at $479.23. The reversal follows the company’s fiscal Q2 2026 earnings release after the close on June 3. The pain is spreading. Advanced Micro Devices (NASDAQ:AMD) is off 4% to around $521, and Intel (NASDAQ:INTC) is down ... Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel

Broadcom Stock Punished Over Lack of AI Guidance Boost
The Wall Street Journal112d agoneutral
Broadcom Stock Punished Over Lack of AI Guidance Boost

$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.

Bloomberg113d agoneutral
TSMC CEO Warns Chip Supply Won’t Meet AI-Fueled Demand for Years

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is UnaffordableTikTok Billionair

Qualcomm stock under pressure as Nvidia unveils new product
TheStreet113d agoneutral
Qualcomm stock under pressure as Nvidia unveils new product

Qualcomm's stock was under pressure on June 1 after Nvidia CEO Jensen Huang made a surprise move that rattled the PC chip market. At Taiwan's annual Computex conference, Huang shared that Nvidia (NVDA) is entering the personal computer processor market with a new chip developed in partnership with ...

AMD CEO Lisa Su drops rare message on AI careers
TheStreet113d agobearish
AMD CEO Lisa Su drops rare message on AI careers

As artificial intelligence (AI) transforms workplaces around the world, most people are asking the same question: What skills will still matter when AI can do so much? According to Advanced Micro Devices (AMD) CEO Lisa Su, the answer isn't simply learning how to use AI tools. Su recently told ...

Barclays resets AMD stock price target
TheStreet114d agoneutral
Barclays resets AMD stock price target

The AI trade has spent two years being almost entirely about GPUs. Nvidia dominates that conversation, and most of Wall Street has been happy to let it. Tom O'Malley at Barclays just said that framing may be missing the next big move in semiconductors. His argument centers on a single shift in how ...

Bloomberg115d agoneutral
Nvidia Boss Says Workers Should Be Paid ‘as Much as Possible’

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang said he pays his workers as much as possible, weighing in on a growing global debate about how profits from the AI infrastructure boom should be shared.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Foun

Nvidia CEO says has capacity to supply robust CPU and GPU growth
Reuters115d agoneutral
Nvidia CEO says has capacity to supply robust CPU and GPU growth

Nvidia boss Jensen Huang said on ‌Tuesday the company has enough supply ‌to accommodate robust growth for central processing units (CPUs) as ​well as graphics processing units (GPUs) as it rides a boom in artificial intelligence. Chief Executive Huang was speaking at Nvidia's GTC ‌press conference during ⁠Computex week in Taipei, a day after the $5 trillion chip giant ⁠unveiled a new chip that processes AI capabilities directly. Nvidia's new chip, which will ​be launched ​in the fall, ​puts AI capabilities directly ‌into laptops and desktop computers, pitting it against the likes of Advanced Micro Devices, Intel and Apple.

AI Trade Gets a Fresh Boost—Heard on the Street Recap
The Wall Street Journal115d agoneutral
AI Trade Gets a Fresh Boost—Heard on the Street Recap

The AI ecosystem got another boost Monday. Anthropic’s surprise IPO filing and Nvidia’s move into the PC market proved good news for a host of tech names exposed to AI. Among them, ARM Holdings jumped nearly 16% on the belief that Nvidia’s entry into PCs will boost the market share of its basic chip designs that rival the x86 chips made by Intel and AMD.