Intel (INTC): CEO says Intel stays on Musk's Terafab as TSMC talks emerge
Intel CEO Lip-Bu Tan told Bloomberg the company will keep working on Elon Musk's Terafab chip project, days after Musk said he was in "just…
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Samsung Electronics (005930.KS): Q3 profit seen topping 100 trillion won for the first time
Samsung Electronics reports preliminary Q3 results tomorrow, and analysts expect operating profit above 100 trillion won, a first for any Korean…
Advanced Micro Devices (AMD): CEO promises "substantially" more chip supply in 2027
AMD CEO Lisa Su told reporters in Taipei that the company will "substantially" increase chip supply in 2027, as AI demand still runs ahead of what…
Marvell Technology (MRVL): Lifts FY28 revenue target to ~$20B at investor day
Marvell raised its fiscal 2028 revenue target to about $20B from $18B, above the ~$18.2B consensus, and framed $70B-$90B of revenue by fiscal 2031…
Intel (INTC): TSMC's Terafab talks put Intel's exclusive Texas foundry deal at risk
Elon Musk confirmed TSMC is in early talks to join his Terafab chip project in Texas, where Intel has been the only named manufacturing partner since…
Profit Boom Faces a Reality Check, Nvidia’s $500B Chip-Financing Plan Draws Questions: What’s Going On Today
US corporate earnings are on track to rise more than 35% in 2026, but investors are increasingly wary that the profit boom may slow, Reuters reported…
Global M&A Slows to $993B, Broadcom Offers Anthropic $42B and AI Spending Stays in Focus: What's Going On Today
Global mergers and acquisitions totaled $993 billion in the third quarter, down 41% from the previous quarter, as higher borrowing costs cooled…
Europe’s Earnings Forecast, Volantis Raises $88M and OpenAI Flags Rogue Agent Activity: What’s Going On Today
Analysts expect third-quarter earnings for Europe’s blue-chip companies to rise 19.4% year over year, easing from the previous quarter’s pace…
Stocks Recover as Yields Ease, Broadcom Offers Anthropic $42B and Armadin Raises $255M: What’s Going On Today
US stocks recovered from early losses on Thursday, October 1, and closed slightly higher as Treasury yields retreated from multi-decade highs…
Stocks Close Q3 Higher, Micron’s AI Sales Jump and Anthropic Prepares for a Landmark IPO: What’s Going On Today
US markets ended Wednesday’s session mixed, with the Nasdaq higher and the S&P 500 slightly lower, while both recorded a second consecutive quarterly…
Micron’s AI Sales Surge, DoorDash Adds 3,000 Jobs and FTC Probes AI Labs: What’s Going On Today
Micron beat Wall Street’s quarterly earnings expectations and issued strong guidance, with data-center revenue increasing elevenfold as demand for AI…
AI Chip Deals Spread From China to Silicon Valley as Asia’s Fundraising Surges: What’s Going On Today
Asia-Pacific companies are poised to challenge the region’s 2021 record for share and convertible-bond fundraising this year, as the AI boom fuels a…
US Inflation Cools, Micron’s AI Forecast Surges and Stocks Close Q3 Higher: What’s Going On Today
US inflation rose less than economists expected in August, offering the Federal Reserve some breathing room. The Personal Consumption Expenditures…
Robinhood Adds Weekend Trading, Netlist Seeks Micron Chip Import Ban: What's Going On Today
Robinhood said Tuesday, September 29, that it will allow users to trade some U.S. stocks around the clock on weekends, Reuters reported. The move…
Samsung Bets $6 Billion on AI's Plumbing: Helix Data Centres and Chip Substrates
Tuesday, 29 September 2026. Samsung has announced two big bets on the physical backbone of AI in the space of two days: $1 billion for data centre…
OpenAI Pulls GPT-6.1 Astra Over Safety Fears as Oura Shelves Its IPO
Tuesday, 29 September 2026. OpenAI has pulled its next flagship model on safety grounds just hours before its biggest event of the year, and smart…
Gold at 7-Week Low, Bitcoin Slips and Micron Earnings Loom: What's Going On Today
The bond market squeeze tightened further overnight and continued to drag on equities, Reuters reports. Elevated Treasury yields remain the dominant…
Yields Near 19-Year High, Nvidia's $150B Buyback and AMD's $8.2B AI Deal: What's Going On Today
Tuesday, 29 September 2026. Bond yields near a 19-year high, oil above $90 and a wave of big AI deals are shaping markets today. Here is what is…