User avatar
  • Luke Kawa

Posts

OpenAI’s massive custom chip deal with Broadcom is reportedly facing financing difficulties

The chip designer may end up footing the bill for the first phase of production, per The Information.

Arm Holdings surges after reporting a doubling of demand for its AI CPUs since late March

That medium-term guidance helped offset a mediocre set of Q4 results and Q1 outlook.

Beyond Meat Q2 sales guidance falls short of estimates

The faux meat seller just released Q1 results.

AppLovin soars after Q1 results and Q2 guidance exceed estimates

The adtech company just released Q1 results.

IonQ delivers huge Q1 sales beat, hikes full-year revenue guidance

The biggest pure-play quantum computing company just released Q1 results.

Corning spikes after Nvidia invests $500 million in the fiber-optics company

This deal could end up being much larger than some of Nvidia’s recent investments in connectivity companies.

AMD’s spike reveals just how central CPUs are to the AI boom

“The world has changed, amid sentiment that the CPU growth trajectory has changed,” wrote Morgan Stanley analyst Joseph Moore.