Lab Wins Chip - QuikReader

Wall Street frenzy creates $11bn debt market for AI groups buying Nvidia chips

Huge loans for ‘neocloud’ groups raise concern over chipmaker’s dominance of artificial intelligence market

Business - Financial Times - November 4

SK Hynix rallies 6.5% after Nvidia boss Jensen Huang asks firm to expedite next-generation chip

SK Group Chair Chey Tae-won said Nvidia CEO Jensen Huang asked him if SK Hynix could move the supply of high-bandwith memory (HBM) chips forward by six months.

Business - CNBC - November 4

From AI to Musk’s Brain Chip, the F.D.A.’s Device Unit Faces Rapid Change

The new director overseeing medical devices will confront criticisms about hasty approvals as she ushers in revolutionary technology.

Business - The New York Times - November 5

Trump likely to uphold CHIPS Act despite his campaign rhetoric, policy experts say

President elect Donald Trump is unlikely to roll back the Biden administration’s CHIPS and Science Act, despite his campaign rhetoric on the bill, experts say.

Business - CNBC - November 7

House panel questions chip manufacturing equipment makers over any ties to China

The top lawmakers on the House China select committee pressed various semiconductor equipment makers on their business sales with China amid growing concerns about the nation’s competitive ...

Politics - The Hill - November 8

Nvidia is the world's most valuable company (again). What's next for the AI chip king?

Multiple Wall Street analysts upped their price targets on the stock ahead of earnings next week.

Business - CNBC - November 11

LNG exports could prove crucial bargaining chip in US-EU trade talks

Share prices of companies in the sector have surged on expectations of higher natural gas exports to Europe

World - Financial Times - November 12

Analysts are conflicted on industrials — and why we disagree with a sell call on Starbucks

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

Business - CNBC - November 13

Homeowners are using this hack to cut their mortgage payments in half — and chip away at the housing shortage

California homeowners are embracing tiny homes in their backyards. The movement has offered a blueprint for cities across the U.S. that are grappling with a housing shortage.

Business - MarketWatch - November 16

Biden administration finalizes $6.6B in chips grants for TSMC before Trump takes office

The White House on Friday announced it had finalized an agreement with a major semiconductor manufacturer to invest billions of dollars in facilities in Arizona as President Biden looks to cement ...

Politics - The Hill - November 15

Elon Musk's xAI raising up to $6 billion to purchase 100,000 Nvidia chips for Memphis data center

Elon Musk's artificial intelligence company xAI is raising up to $6 billion at a $50 billion valuation, according to CNBC's David Faber.

Business - CNBC - November 15

Nvidia’s stock falls 3% after report of fresh issue with Blackwell AI chips

Blackwell GPUs are overheating when connected in custom server racks, according to a report from The Information.

Business - MarketWatch - November 18

Jim Cramer's big takeaway from the market reaction to Nvidia's earnings beat

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

Business - CNBC - November 21

Jim Cramer weighs Nvidia stock after report of Blackwell AI chip overheating

CNBC's Jim Cramer reflected on Nvidia in light of a report that the company is having problems with overheating in its newest graphics chips.

Business - CNBC - November 19

Qualcomm says it expects $4 billion in PC chip sales by 2029, as company gets traction beyond smartphones

Qualcomm said on Tuesday that it expects its push into new markets to generate an additional $22 billion per year by 2029.

Business - CNBC - November 19

Nvidia says it will sell more of its next-generation Blackwell chips than previously anticipated

Nvidia on Wednesday signaled that Blackwell sales over the next few quarters will be limited by how many chips and systems it can make.

Business - CNBC - November 21

Nvidia's earnings cleared our lofty bar. Here’s our new price target on the AI chip king

Don't be fooled by the sellers: Nvidia's future is as healthy as ever.

Business - CNBC - November 21

AI's Future and Nvidia's Fortunes Ride on the Race to Pack More Chips Into One Place

Musk’s xAI and Meta are among those building super clusters of computer servers with as many as 100,000 of Nvidia’s most advanced chips.

Tech - The Wall Street Journal - November 23

Samsung Electronics appoints co-CEO in leadership shuffle focused on chip divisions; shares drop

Samsung Electronics announced a change in leadership for its memory and foundry chip divisions.

Business - CNBC - 3 days ago

Shares of key chip suppliers jump as U.S. reportedly considers toned-down China curbs

ASML and Tokyo Electron shares rose after a report that the U.S. is considering sanctions on China's chip industry that stop short of earlier proposals.

Business - CNBC - 2 days ago

ASML, other chip-related companies rally on report of possible ease in U.S. restrictions on sales to China

Shares of several global chip-related companies surged on Thursday, following a report that U.S. officials are considering less-stringent restrictions on sales to China.

Business - MarketWatch - 2 days ago

AI's Future and Nvidia's Fortunes Ride on the Race to Pack More Chips Into One Place

Musk’s xAI and Meta are among those building super clusters of computer servers with as many as 100,000 of Nvidia’s most advanced chips.

Tech - The Wall Street Journal - November 23

Harris wins Vermont

Vice President Harris is projected to win Vermont, according to a projection from Decision Desk HQ. The Democratic presidential nominee is expected to clinch the state’s three Electoral College ...