Qualcomm in Talks to Acquire Jim Keller’s AI Chip Startup Tenstorrent
Qualcomm is in early talks to buy Jim Keller’s Tenstorrent to expand its AI chip capabilities and challenge Nvidia in data center and edge AI. Intel is also interested.
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AMD Gets Citi Buy Rating as Analyst Eyes Major Meta GPU Opportunity
The upgrade is driven by strong GPU growth potential and AMD emerging as a key second supplier in the AI chip market.
Intel, AMD, and Qualcomm Face Nvidia’s Bold Assault on the PC Market
Nvidia launched RTX Spark, a new AI chip for PCs, challenging Intel, AMD and Qualcomm. Stocks moved after the news.
AMD Stock Surges as CEO Predicts 35% Annual CPU Growth for 5 Years
AMD shares are rising after CEO Lisa Su forecast more than 35% annual CPU market growth over the next five years, driven by surging AI demand.
Marvell Mania: Amazon Doubles Down and AMD Joins the Bet
Amazon and AMD increased stakes in Marvell, signaling strong belief in its AI chip tech powering cloud and data centers.
Trump’s Massive Tech Stock Shopping Spree in Early 2026
U.S. President Donald Trump disclosed hundreds of millions in stock trades in Q1 2026 — heavy buys in Nvidia, Microsoft, Adobe, ServiceNow and more during the tech selloff.