Nvidia and Broadcom test Intel’s manufacturing process, as Intel seeks to revive its struggling foundry business.

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

A new report suggests that Broadcom and Intel are continuing to test the Intel 18A manufacturing process, amid reports of setbacks for contract manufacturing customers.

AI chip stocks trading lower in sympathy with Marvell's weak guidance. Concerns over US chip subsidies and tariffs impacting semiconductor ecosystem.

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.

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,