CNBC’s Deirdre Bosa Warns on Oracle Backlog Risk Ahead
Oracle’s $523 billion backlog raises timing concerns as capex surges. cnbc’s deirdre bosa warns that the chip upgrade...
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21,488 articlesOracle’s $523 billion backlog raises timing concerns as capex surges. cnbc’s deirdre bosa warns that the chip upgrade...
Qualcomm sits at the intersection of phones, cars, and AI tech. This guide breaks down what qualcomm stock investors ...
The world runs on chips, and ON Semiconductor sits at an important crossroads of EVs, automation, and data centers. T...
This article breaks down the expected path for synopsys (snps) 2026 earnings, focusing on AI design driver demand, li...
Nvidia revealed a next-gen PC chip lineup highlighted by AI efficiency, excluding Apple from key partnerships and pro...
The Global X AI & Technology ETF (AIQ) delivered a six-month surge that helped some investors turn $10,000 into $13,4...
SOXQ has surged 181.74% in the past year as AI chip demand powers gains across NVIDIA, Broadcom, and AMD, while the E...
As AI demand reshapes silicon supply, the taiwan semi price prediction for 2026–2030 points to upside but with clear ...
Apple raises hardware prices by up to 20% amid memory-cost pressures, while Amazon’s AWS sees robust cloud demand. Th...
Marvell stock soaring has investors buzzing. This guide breaks down the catalysts, risks, and a practical, step-by-st...
SK Hynix plans a $29 billion U.S. listing to capitalize on AI memory chip demand, highlighting a push to broaden inve...
MediaTek launches its most powerful custom AI accelerator to date, tying a 25% discount to early commitments and sign...