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(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapThe debate concerns whet

The stock merely surrendered gains accumulated over the past week.

TSM stock rose on Thursday after the company's annual shareholders' meeting. At the meeting, Chief Executive C.C. Wei said the contract chipmaker, better known as TSMC, won't be able to fulfill demand over the next few years, even as more manufacturing capacity comes online, Bloomberg reported. "It will be a long time before we can meet customer demand," Wei said.

Broadcom shares fell Thursday despite a better-than-expected earnings report, leading other chip stocks lower.

Shares of Broadcom (NASDAQ:AVGO) are down 14% in Thursday morning trading, sinking to around $410 after closing Wednesday at $479.23. The reversal follows the company’s fiscal Q2 2026 earnings release after the close on June 3. The pain is spreading. Advanced Micro Devices (NASDAQ:AMD) is off 4% to around $521, and Intel (NASDAQ:INTC) is down ... Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel

U.S. stock futures were mostly lower, led by losses in the Nasdaq-100, after Broadcom’s disappointing guidance.

$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.

June 4 (Reuters) - S&P 500 and Nasdaq 100 futures fell on Thursday, as Broadcom's revenue miss pressured chip stocks, while equity investors took a breather after a strong rally to record highs.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is UnaffordableTikTok Billionair

Qualcomm's stock was under pressure on June 1 after Nvidia CEO Jensen Huang made a surprise move that rattled the PC chip market. At Taiwan's annual Computex conference, Huang shared that Nvidia (NVDA) is entering the personal computer processor market with a new chip developed in partnership with ...

Nvidia looks to revamp the personal computer industry this fall by supplying AI-enabled PC chips for hardware vendors.

The Philadelphia semiconductor index, known as SOX, hit a record high as AMD, Marvell and other chip stocks rose.

As artificial intelligence (AI) transforms workplaces around the world, most people are asking the same question: What skills will still matter when AI can do so much? According to Advanced Micro Devices (AMD) CEO Lisa Su, the answer isn't simply learning how to use AI tools. Su recently told ...

The AI trade has spent two years being almost entirely about GPUs. Nvidia dominates that conversation, and most of Wall Street has been happy to let it. Tom O'Malley at Barclays just said that framing may be missing the next big move in semiconductors. His argument centers on a single shift in how ...

The world’s only $5 trillion company can sell the concept that AI computing won’t be confined to data centers.

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang said he pays his workers as much as possible, weighing in on a growing global debate about how profits from the AI infrastructure boom should be shared.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Foun

Nvidia boss Jensen Huang said on ‌Tuesday the company has enough supply ‌to accommodate robust growth for central processing units (CPUs) as ​well as graphics processing units (GPUs) as it rides a boom in artificial intelligence. Chief Executive Huang was speaking at Nvidia's GTC ‌press conference during ⁠Computex week in Taipei, a day after the $5 trillion chip giant ⁠unveiled a new chip that processes AI capabilities directly. Nvidia's new chip, which will ​be launched ​in the fall, ​puts AI capabilities directly ‌into laptops and desktop computers, pitting it against the likes of Advanced Micro Devices, Intel and Apple.

The AI ecosystem got another boost Monday. Anthropic’s surprise IPO filing and Nvidia’s move into the PC market proved good news for a host of tech names exposed to AI. Among them, ARM Holdings jumped nearly 16% on the belief that Nvidia’s entry into PCs will boost the market share of its basic chip designs that rival the x86 chips made by Intel and AMD.

DriveNets, an Israeli networking software firm, said it has raised $410 million in ‌its latest funding round led by Bessemer ‌Venture Partners and Atreides Management, taking its total capital-raise so far ​to $1 billion. New investors AMD and Red Dot Capital joined the round, while existing investors Pitango and D1 Capital Partners also participated. The company would use ‌the proceeds to meet ⁠the surging demand for large-scale AI infrastructure, CEO Ido Susan said.

Cerebras offers a new way to play the AI boom through chips.

New AI-focused PC chips arrive this fall with Dell, Lenovo, and Windows for Arm support.

Nvidia is expanding its AI footprint from data centers to desktops with a new PC chip called RTX Spark. Nvidia stock rose on the news.

Microsoft, Dell, and HP stocks popped after Nvidia announced a push into the personal computer market.

Microsoft, Dell and HP stocks popped after Nvidia announced a push into personal computers market.

By Medha Singh and Twesha Dikshit June 1 (Reuters) - U.S. stock index futures climbed on Monday, supported by gains in Nvidia and Microsoft following their latest AI initiatives as investors looked

This week, tech investors will be watching chip and cybersecurity earnings, the impact of AI on labor market data, and the Computex annual chip summit.

This week, tech investors will be watching chip and cybersecurity earnings, the impact of AI on labor market data, and the Computex annual chip summit.

U.S. stock index futures climbed on Monday, starting June on a firm footing, as the latest AI push from Nvidia and Microsoft ‌lifted shares, even as uncertainty over the Middle East war lingered. Nvidia rose 1.6% ‌in premarket trading after the world's most valuable company unveiled a new chip that brings AI capabilities to ​laptops and desktops, set for release this fall. The chip is a result of a three-year partnership with Microsoft to "reinvent the PC" for the AI era, Nvidia CEO Jensen Huang said.

(Bloomberg) -- Nvidia Corp. said Anthropic PBC, OpenAI and SpaceX are among the first big users of its upcoming microprocessor, securing key customers for its latest attempt to expand an already extensive footprint in AI data centers.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air Base

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectAmericans Injured in Iranian Missile St