Nov 5 (Reuters) – About 600,000 of Nvidia’s advanced artificial intelligence chips are stored in Hong Kong awaiting shipment to mainland China, two people familiar with the matter said, as Beijing withholds approval for large-scale imports despite demand from technology firms. The size…
AMD expects its Data Centre business to account for more than 80% of revenue in 2027, even as it prepares for a weaker PC market. Consumers and smart device manufacturers have been among the biggest losers in the memory price crisis driven…
TradingView EPAM: AI-native growth and stronger profitability underpin raised FY26 outlook and long-term return targets Q3 revenue grew 2.5% YoY in organic constant currency, with AI-native revenue exceeding $185M and non-GAAP EPS up 14%. FY 2026 guidance was raised for profitability and EPS, alongside long-term growth…
Yorkville Ives Partner and tech bull Dan Ives has predicted a 10%-12% downside for chip stocks during the current technology selloff, while Fundstrat’s Tom Lee called the post-election pressure on AI-related names an "overreaction" and said technology stocks could rally 20% from…
Effective immediately, companies must notify the government at least 30 days prior to exporting or shipping AI chips. (Bloomberg) -- Malaysia will now require permits for exports of high-performance US artificial intelligence chips, suggesting the government is seeking to clamp down on…
Published on November 5, 2026 at 09:25 Tech firms tumbled Thursday as investors contemplated the outlook for the AI boom after Democrats swept the US midterms, partly on the back of growing anger over the rapid building of data centres across the country.
U.S. equity futures were mixed early on Thursday after the previous session's rally, helped by a sharp drop in oil prices and greater clarity following Democrats’ midterm victories. As of 3.45 a.m. ET, S&P 500 futures fell 0.11%, while Nasdaq-100 futures declined around…
Dave Barr is a professional Marketing Strategist With Over 6 Years Of Experience in PR. His primary area of expertise is public relations and social branding. Dave has been associated with various content projects from across the world on a regular…
(NASDAQ:INTC) Seeking Alpha - Intel Corporation offered up weak Q4 guidance, exposing its lack of a credible AI growth story. - INTC is forecast to continue losing market share in AI server CPUs to AMD and ARM, with a market targeted to…
Nov 4 (Reuters) - Goldman Sachs and Apollo Global Management are in talks with investors to sell portions of a roughly $40 billion financing deal for SpaceX's AI chips, Bloomberg News reported on Wednesday. The two firms have begun approaching potential buyers for…
Nvidia's business: data-center sales, Blackwell and Rubin chips, China sales and export licences, deals and Jensen Huang's strategy.
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