Marvell Technology Group Ltd. headquarters in Santa Clara, California, on Sept. 6, 2024. David Paul Morris | Bloomberg | Getty Images Marvell Technology, a chipmaker that makes several different parts and products needed for the artificial intelligence infrastructure boom, is joining the S&P 500 on June 22, becoming the latest semiconductor company to be added … Read more
Chipmaker Broadcom declined to boost revenue guidance on Wednesday despite delivering robust quarterly results, triggering a 15% drop in its share price in premarket trading on Thursday. The disappointment spilled over into other semiconductors, with Micron , AMD , SanDisk and Intel all down in morning trading. The big question for investors is whether this … Read more
President of Finland Alexander Stubb is seen during a joint press conference with Lithuanian President Gitanas Nauseda (not in view) at the Presidential Palace. Sopa Images | Lightrocket | Getty Images HELSINKI, Finland — Finnish President Alexander Stubb has outlined his vision for a much larger European Union, saying the 27-nation bloc needs to “think … Read more
U.S. President Donald Trump speaks during an event in the Oval Office of the White House on June 3, 2026 in Washington, DC. Kevin Dietsch | Getty Images Hello, this is Dylan Butts writing to you from Singapore. Welcome to the latest edition of the Daily Open newsletter. Traders in Asia are evaluating another round … Read more
Nvidia’s massive dividend boost could lay the groundwork for other big tech companies to follow suit. The chipmaker has seen “parabolic” demand for its artificial intelligence chips in data centers and recently said it will expand into chips for personal computers — which will ” reinvent the PC ,” according to CEO Jensen Huang. That … Read more
Apple has broken out to new all-time highs, and the market is beginning to reprice the company as more than just a mature iPhone cycle story. After spending months capped near prior resistance, AAPL has cleared the $300 zone and is now extending higher with strong relative strength. That breakout reflects renewed confidence that Apple’s … Read more
CEO Satya Nadella speaks during Microsoft Build 2026. Courtesy: Microsoft Microsoft has been a major player in the artificial intelligence boom, providing key cloud infrastructure and services and taking multibillion-dollar equity stakes in OpenAI and Anthropic. Now the company is making a concerted effort to compete with proprietary models. At its Build developer conference in … Read more
A few months after taking over from Warren Buffett , Greg Abel is making it clear he intends to put Berkshire Hathaway ‘s cash hoard to work. In the span of just a few days, Berkshire committed nearly $17 billion across two major transactions, agreeing to acquire homebuilder Taylor Morrison Home for $6.8 billion, excluding … Read more
An iFlytek liquid-cooled server equipped with Huawei Kunpeng 920 chips and Ascend AI chips, on display at the World Artificial Intelligence Conference in Shanghai, China on July 26, 2025. Cfoto | Future Publishing | Getty Images Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — … Read more
Greg Abel, CEO of Berkshire Hathaway, speaks with CNBC from the Berkshire Hathaway Annual Shareholders Meeting in Omaha Nebraska on May 1st, 2026. David A. Grogan | CNBC Berkshire Hathaway is deepening its bet on artificial intelligence and one of the industry’s dominant players, investing an additional $10 billion in Alphabet through a private stock … Read more