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In at least one corner of the AI market, sentiment has turned decidedly negative.

One of the hottest corners of the US stock market, chipmakers, meets the definition of a bubble as measured by professors at Harvard Business School.

Expensive tech stocks were hit with a one-two volley of disappointing news from Oracle and Broadcom last week, with shares in the two AI bellwethers...

Financing Jensen's CakeNvidia's Jensen Huang has offered a clean, orderly way to think about the AI economy. At a recent conference, he described the industry as a "five-layer cake." At the bottom, you have Energy. Then comes Chips, Infrastructure, AI Models, and finally,

The US approval for Nvidia’s H200 artificial intelligence processors will give China a much-needed boost in computing power rather than pose a direct threat to domestic chips, even though the US chip is more powerful than rivals from Huawei Technologies and Moore Threads, according to analysts. With a total processing performance (TPP) of 15,832, the H200 has surpassed all AI chips made by domestic vendors on the market so far as well as Nvidia’s H20, which was previously the most advanced...

In the near term, investors may still be flighty, unless something concretely reassuring, such as Oracle achieving positive cash flow, takes place.

In the near term, investors may still be flighty, unless something concretely reassuring, such as Oracle achieving positive cash flow, takes place.

In his Sunday column for Investing Club subscribers, CNBC's Jim Cramer writes about the issues facing Broadcom and Costco.

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's H200 and is rejecting the AI chip in favor of domestically developed semiconductors, White House AI czar David Sacks said, citing news reports.

Tech giants are pouring trillions of dollars into AI chips and data centers while the industry quietly faces a fork in the road between open source and proprietary models. AMD chair and CEO Lisa Su and former IBM CEO Sam Palmisano explain why that choice could shape the next era of computing. (Source: Bloomberg)

... news and insight around the world. For Customers. Bloomberg Anywhere ... Broadcom Follows Oracle in Disappointing AI-Focused Investors. Broadcom Shares...

Moore Threads Technology Co.’s 425% first-day pop this month — China’s most successful initial public offering since 2019 — capped a year in which investors have grown increasingly excited about the prospects for the country’s AI chip advancement. That’s despite basic technological hurdles that may hinder the industry’s longer-term prospects.

Intel Corp. is in advanced talks to acquire artificial intelligence chip startup SambaNova Systems Inc. for about $1.6 billion including debt, according to people familiar with the matter.

Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors’ lofty expectations. Karl Ackerman, managing director of semiconductors and networking hardware at BNP Paribas, joins Ed Ludlow and Caroline Hyde to discuss on "Bloomberg Tech." (Source: Bloomberg)

This sharpened worries about the profitability of surging AI investments. Get a daily digest of breaking business news straight to your inbox with the...

China has figured out the US strategy for allowing it to buy Nvidia Corp.’s H200 and is rejecting the AI chip in favor of domestically developed semiconductors, White House AI czar David Sacks said, citing news reports.

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Even with better-than-expected earnings and revenue, Broadcom slid on Friday as investors continued to grow concerned about the AI trade.

Broadcom shares are dropping 5.1% in premarket trading after the chip company vying with Nvidia for AI ... Breaking News Alerts for the biggest stories...

CNBC's Jim Cramer told investors on Friday to buy the sharp, post-earnings sell-off in Broadcom shares.

A rotation out of technology stocks gained momentum Friday after disappointing earnings from Broadcom Inc. and anxiety about the completion dates for some of Oracle Corp.’s data centers renewed worries about the artificial-intelligence trade.

A more than eight-fold surge in the share price of Chinese graphics processing unit (GPU) maker Moore Threads Technology has prompted the newly listed company to warn investors that the gains may have run ahead of fundamentals. The Beijing-based chipmaker said in a statement to the Shanghai Stock Exchange on Friday that its shares could face the risk of declines after the rapid rally. There was no catalyst that needed to be disclosed and no material change in the company’s fundamentals, it...

Investors were apparently not satisfied with Broadcom CEO Hock Tan's answer to an important question.

Broadcom CEO Hock Tan said Anthropic placed an additional $11 billion order in the fourth quarter.

Broadcom's stock is near an all-time high and has climbed 75% so far in 2025 as the company benefits from booming demand for AI infrastructure.

Investors have questioned Oracle's AI infrastructure plans and colossal amount of debt.

Broadcom Inc., a chip company vying with Nvidia Corp. for AI computing revenue, suffered the worst stock decline in more than 10 months after its sales outlook for the market failed to meet investors’ lofty expectations.

The company has also developed AI models to power its Autonomy+ subscription, which it intends to roll out early next year for $2,500 up front or $49.99 a month.