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iPhone 18 Pro parts costs rise 38%, driven by memory chip shortages. This may push the retail price to $1,200, impacting consumer value and Apple’s profit marg…
TSMC’s July revenue surged 45% to $14.5 billion, driven by AI chip demand, signaling strong tech sector investment in AI infrastructure. The company projects f…
Written by Daniel Sparks for The Motley Fool -> Microchip's fiscal first-quarter net sales rose 38% year over year to $1.485 billion, above the high end of gu…
Written by Marc Guberti for The Motley Fool -> Sandisk is still gaining market share in the memory chip industry, and its recent results were superb. A 51% s…
Written by James Halley for The Motley Fool -> NextEra Energy, already the largest public utility by market cap, will be the largest public utility overall if…
Written by Adam Levy for The Motley Fool -> Memory chip prices have soared as demand far outstrips supply. SK Hynix and Samsung showed some weakness in chip …
Written by Keithen Drury for The Motley Fool -> Apple is dealing with rising memory chip prices affecting its earnings. Against this backdrop, the stock is p…
Alphabet's cloud business grew 82% in revenue, with a $514 billion backlog of multi-year contracts, suggesting over $128 billion in annual revenue by 2026. Thi…
Situational Awareness invested $400M for a controlling stake in Source Foundry, a chip startup valued at $1.2B, betting on its 3nm standard-cell library becomi…
Situational Awareness may have had to sell off the majority of its public portfolio last month, but the AI-focused hedge fund is still making some big bets. T…
Core Scientific, Inc. (NASDAQ: CORZ ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipma…
