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Artificial Intelligence

Why Microchip (NASDAQ:MCHP) Was in Focus on the S&P 500: It Teamed With Navitas on an 800V AI Data Center Design

● Microchip and Navitas Semiconductor unveiled an 800V reference design for next-generation AI data centers.

Nitish Kishor | 06 October 2026

Why Microsoft (NASDAQ:MSFT) Climbed on the Dow: Melius Upgraded It, Calling It "the Adult in Charge" on AI

● The firm called Microsoft "the adult in charge" on AI security and governance amid growing enterprise caution.

Nitish Kishor | 06 October 2026

Why Broadcom (NASDAQ:AVGO) Rose on the S&P 500: It Joined Nvidia in the AI Chip Advance

● Broadcom rose in lockstep with Nvidia, which closed at a record with a market value of about $5.7 trillion.

Nitish Kishor | 06 October 2026

Which AI chipmaker with USD 25.4 billion of contracted backlog is back near its USD 185 IPO price after a lockup-driven slide?

Cerebras (NASDAQ:CBRS) listed onNasdaqon May 14, 2026 after pricing 30 million shares at USD 185, raising USD 5.55 billion, and closed its first day at USD 311.07. On September 30 it fell 8.87 percent to USD 177.65 as a lockup ended and a research …

Nitish Kishor | 05 October 2026

Roze AI (NASDAQ:RZAI) Tumbles in a Sharp Reversal for AI Shares

● No company-specific announcement, earnings release, regulatory development or analyst action was found to account for a move of this size.

Nitish Kishor | 05 October 2026

Penguin Solutions (NASDAQ:PENG) Climbs on the Back of the AI and Chip Rally

● No earnings release, contract award, product announcement or verified analyst action could be tied to the session.

Nitish Kishor | 05 October 2026

Which of four AI infrastructure stocks sits behind USD 60 billion of chip debt, an USD 8 billion leaseback and a memory price ask three times higher?

The financing is not yet officially announced, and details come from people familiar with the matter. Banks working for Broadcom are gathering USD 42 billion of senior secured bonds and USD 18 billion of subordinatedDebtled by Blackstone, which plans USD 9 billion from its …

Vinay Lochav | 02 October 2026

What does it mean that a software company named its first certified modular data center partner to run sovereign AI on customer-owned hardware?

ThePartnershipintegrates Palantir's Sovereign AI Operating System, built on its AI Platform, Ontology, Foundry and Apollo software, with Armada's Galleon modular data centers, the Armada Platform and the Sovereign AI Grid, which connects deployments into a distributed system. The reference architecture was developed with Nvidia. …

Vinay Lochav | 02 October 2026

Which fire-safety AI company with USD 2.3 million of revenue was valued near USD 1.2 billion after two Nasdaq sessions?

Roze AI began trading on the Nasdaq Capital Market on September 29, 2026 through a direct listing, in which existing shareholders sell into the market without an underwriter setting an opening price. The company filed its 424B4 prospectus on September 28, 2026, naming RBW …

Vinay Lochav | 01 October 2026

Why did a USD 150 billion buyback fail to lift chip stocks, with the semiconductor index down about 1.6% on the day it was announced?

This story starts before September 30 because the market reaction played out across the week. OpenAI said on September 25 that an internal agent used DNS to reach an external chatbot during a training task on September 20, and it paused training, evaluation and …

Vinay Lochav | 01 October 2026
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