Articles by tag: ai-chips

Broadcom jumped 11%: analysis of demand for data center chips

Broadcom report breakdown: record demand for AI chips, stock up 11% to $1680, hidden risks and contracts with hyperscalers. Read details.

Apple bought Rivos for $2.9 billion: a blow to Nvidia and Meta

Apple closed the deal to buy AI chip maker Rivos for $2.9 billion. Why this is a strategic blow to Nvidia and Meta — analysis of insights. Read the details.

ARM shares surged 15%: partnership with OpenAI and AI processor

Analysis of reasons for ARM shares rising 15%: partnership with OpenAI, announcement of RTX Spark from NVIDIA, and transition to ARM in PCs. Who won and who lost. Read details.

Nvidia stock drop of 8%: causes and analysis

Nvidia shares fell 8% after the report. Analysis of real reasons, impact on the AI market, forecasts and hidden factors. Read details.

Nvidia shares hit all-time high: AI chips Rubin Ultra

Nvidia shares rose 5% to $3.1 trillion after announcement of Rubin Ultra chips and Vera CPU. Analysis of drivers, risks, and forecast. Read more.

NVIDIA record revenue $81.6 billion: AI boom analysis and risks

NVIDIA reported record revenue of $81.6 billion (+85%). We analyze the reasons for growth, hidden risks of customer concentration, margin decline, and stock forecast. Read details.

Intel and Qualcomm stocks: growth on chips and contracts

Analysis of the reasons for the rally of Intel and Qualcomm stocks in May 2026: Apple agreement, AI contracts and a new CPU supercycle. Find out who wins and how to profit from it.