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.
Amazon and AMD increased stakes in Marvell, signaling strong belief in its AI chip tech powering cloud and data centers.
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.
Chip stocks fell after a Trump–Xi meeting brought no deals. Nvidia, Intel, AMD dropped as hopes for China sales and AI growth cooled.
US approved Nvidia H200 AI chips for 10 Chinese giants including Alibaba, Tencent and ByteDance. But zero chips have shipped as Beijing blocks imports to boost homegrown tech. Jensen Huang in Beijing now.
Trump visits China with top US CEOs to improve trade, tech ties, and investment between the US and China.
IREN is raising $2B via convertible notes to fund AI growth after Nvidia deal, but shares fell due to possible future dilution.