Broadcom’s massive rally after last week’s earnings report is reminiscent of when Nvidia shares first started to take off back in 2023.
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Mysterious “drones” over the US are fuelling conspiracies faster than they fly. This and more in today’s Bookmarks.
Broadcom is predicting a huge expansion in demand for chips that power AI – and the market, for now, is buying it all the way.
US self-sufficiency in semiconductors is just not going to happen: the global nature of chip-making will not bow to American nostalgia.
OpenAI’s Sora is finally here, and it’s mind-blowing, according to reports. This and more in today’s edition of Bookmarks.
By all metrics, chip maker AMD – now worth more than twice Intel – has improved massively from where it was when Lisa Su took the job.
The company has enlisted executive search firm Spencer Stuart to help find a new chief and is evaluating candidates.
Pat Gelsinger resigned after a board meeting at which directors felt his costly plan to turn Intel around was not working.
Intel CEO Pat Gelsinger has retired, the company said on Monday, following a tumultuous period for the chip pioneer.
Some argue only biological brains can host minds. This and more in today’s edition of Bookmarks.