TSMC sees 45% sales surge as AI demand stays strong
Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New…
CNBC’s The China Connection newsletter: AI wins create investor risks
The China Securities Regulatory Commission building in Beijing on July 20, 2026. Sopa Images | Lightrocket | Getty…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
U.S.-China AI feud sees ASML on tightrope between sales, geopolitics
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. ASML…
CNBC Daily Open: A chip off the AI block
A rendering of ASML’s extreme ultraviolet light machine etching designs into the most advanced chips ASML Hello, this…
ASML hikes sales forecast on strong AI chip demand
ASML on Wednesday raised its guidance for the second time this year and reported stronger-than-expected quarterly results as…
Macron, Modi court tech CEOs in AI infrastructure race
Countries are scrambling not to fall behind in AI — and French President Emmanuel Macron and Indian Prime…
Mag 7 value shrinks by $2.3 trillion amid AI spending jitters
Jakub Porzycki | Nurphoto | Getty Images Around $2.3 trillion has been wiped off the value of the…
The Tech Download: Mistral’s Mensch on agentic AI, chips and adoption
I was in Paris in June 2023 when I heard news of a four-week-old startup called Mistral raising…
Nvidia AI chip rivals attract record funding as competition heats up
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Nvidia…
Nvidia rivals eye huge funding rounds as AI chip market booms
European chip startups developing alternative technology to Nvidia’s graphics processing units (GPUs) are eyeing big funding rounds as…
Nvidia’s Huang pitches AI tokens on top of salary as agents reshape how humans work
Nvidia CEO Jensen Huang delivers the keynote address at the GTC AI Conference in San Jose, California, on…