As OpenAI Drags Down Chip Stocks, Should You Buy the Dip in Oracle Stock?
Oracle (ORCL) shares are under immense pressure on April 28 following a Wall Street Journal report that OpenAI, the company behind ...
Tuesday, May 5, 2026
Tag: Chip
OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling
OpenAI CEO Sam Altman speaks during the BlackRock Infrastructure Summit on March 11, 2026 in Washington, DC.Anna Moneymaker | Getty ...
Buying chip stocks is getting pricey. Traders don’t care
Intel Xeon 6 processors are shown to CNBC at Intel's advanced packaging facility in Chandler, Arizona, on November 17, 2025.Tony ...
Chart of the Week: The $1.6T Chip Market Is Being Rewritten by AI
I write a lot about how fast AI demand is growing. And we recently looked at a chart from Nvidia ...
Supermicro launches probe after co-founder’s arrest on charges of $2.5 billion in chip smuggling
Two Supermicro board members are spearheading an internal investigation following a federal indictment alleging one of the company’s cofounders orchestrated ...
Broadcom (AVGO) Custom Chip Strategy Targets $60B Hyperscaler AI Infrastructure Market
Overview of Broadcom’s custom chip business and its position in the hyperscaler AI infrastructure market Broadcom Inc. (NASDAQ: AVGO) is ...
Nvidia’s CUDA Lock-In and Supply Scarcity Make Its AI Chip Moat Harder to Break Than It Looks
Nvidia (NVDA) enters 2026 with two reinforcing structural advantages in AI compute that are easy to underestimate when the debate ...
NVIDIA (NVDA) Re-Entry Into China’s AI Chip Market: Products, Policy, Competition, and Investor Impact
NVIDIA (NVDA) is positioning for a potential re-acceleration of data center growth by adapting its AI accelerator lineup for China ...
Nvidia, AMD lead chip, AI stock surge on back of war deescalation (NVDA:NASDAQ)
Mar 23, 2026, 7:40 AM ETNVIDIA Corporation (NVDA) Stock, AMD StockMSFT, ORCL, INTC, TXN, QCOM, ADI, MRVL, AVGO, PLTRBy: Chris ...
NVIDIA (NVDA) eyes China AI chip re-entry as export licensing shifts to case-by-case review
March 20, 2026 — NVIDIA is positioning for a return to China’s AI accelerator market after the U.S. Bureau of ...
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