Nvidia stock dropped more than 3% early Thursday, leading other chipmakers down as fears over AI demand continued to weigh on the stocks.

Chip designers Nvidia and Broadcom are running manufacturing tests with Intel , two sources familiar with the matter told Reuters, demonstrating early confidence in the struggling company's advanced production techniques.

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here. The U.S.

"While unwelcome, volatility is common in semi stocks and does not always presage a fundamental shift," Bank of America said.

In a report released yesterday, Mark Lipacis from Evercore ISI maintained a Buy rating on Broadcom (AVGO – Research Report), with a price

The broader market has seen a considerable decline over the past week as investors re-assessed tech names. Wall Street’s change of mind about AI already drove down stocks. Still, as the Trump administration announced more tariffs for China and remained stubborn on slapping tariffs on both Canada and Mexico,

Intel rivals Taiwan Semiconductor Manufacturing Co and Broadcom are reportedly exploring potential deals that could split the storied American chip giant.