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Analysis-Nvidia's AI PC push banks on unproven demand beyond niche users

Analysis-Nvidia's AI PC push banks on unproven demand beyond niche users

By Aditya Soni and Anhata Rooprai June 8 (Reuters) - Nvidia's entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, analysts said.

Intel executive drops unexpected message on explosive chip demand

Intel executive drops unexpected message on explosive chip demand

Most CFOs at major investor conferences speak carefully. They manage expectations. They hedge. They say "we feel good about the trajectory" and just leave it there. Intel's CFO did not do that at the Bank of America 2026 Global Technology Conference on June 2, 2026. The CPU market is going to have ...

Chinese military hovered as global executives flocked to Taiwan tech show

Chinese military hovered as global executives flocked to Taiwan tech show

By Ben Blanchard, Max A. Cherney and Wen-Yee Lee TAIPEI, June 8 (Reuters) - As AI heavyweights including Nvidia, Intel and SK Group last week championed Taiwan's significance as a crucial hub for the global supply chain, a hostile exchange with China was brewing at sea.

Marvell shares jump after chipmaker wins spot in S&P 500

Marvell shares jump after chipmaker wins spot in S&P 500

June 8 (Reuters) - Marvell Technology shares climbed more than 9% on Monday after the chipmaker was set to join the benchmark S&P 500 at the end of June, in the latest boost to a stock that has surged recently.

Intel's AI Chip Factory Implements Strict Cleanroom Protocols to Protect Semiconductor Production

Intel's AI Chip Factory Implements Strict Cleanroom Protocols to Protect Semiconductor Production

Intel's AI Chip Factory Implements Strict Cleanroom Protocols to Protect Semiconductor Production

Cerebras shares climb as Wall Street brokerages back AI chip strategy

Cerebras shares climb as Wall Street brokerages back AI chip strategy

June 8 (Reuters) - Cerebras shares gained on Monday as multiple Wall Street firms initiated coverage with bullish calls after the quiet period, backing the chip designer's unconventional AI strategy more than three weeks after its strong debut.

Saving Siri: After two years of stumbles, is Apple's AI moment here?

Saving Siri: After two years of stumbles, is Apple's AI moment here?

By Stephen Nellis June 8 (Reuters) - When Apple holds its developer conference at its Cupertino, California headquarters on Monday, the big draw will be a widely expected overhaul to Siri, the AI assistant the iPhone maker two years ago promised, but failed, to improve.

Nasdaq, S&P futures slip as semiconductors drag; payrolls in focus

Nasdaq, S&P futures slip as semiconductors drag; payrolls in focus

June 5 (Reuters) - U.S. stock index futures fell on Friday, as chipmakers lost steam following a strong rally and investors stayed cautious ahead of the May employment report, which could shape expectations for the Federal Reserve's policy path. Semiconductors led the declines.

SpaceX lands Google AI compute deal after Anthropic pact ahead of IPO

SpaceX lands Google AI compute deal after Anthropic pact ahead of IPO

June 5 (Reuters) - SpaceX said on Friday it has entered into a multi-year cloud services agreement with Alphabet's Google, locking in computing capacity as it prepares for its highly anticipated U.S. stock market debut next week.

TSMC CEO sends blunt message to memory chip rivals

TSMC CEO sends blunt message to memory chip rivals

One of the most important chipmakers on the planet could be squeezing its customers right now, as the AI shortage gives it every excuse. But its CEO said he won’t. Taiwan Semiconductor Manufacturing (CSMC) Chief Executive Officer, C.C. Wei, used the company’s annual shareholder meeting in Hsinchu, ...

Morning Bid: Missing the mark

Morning Bid: Missing the mark

By Anna Szymanski June 5 (Reuters) - Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend. From the Editor Hello Morning Bid readers!

Morgan Stanley expects SpaceX revenue to hit $3.4 trillion in 2040, WSJ reports

Morgan Stanley expects SpaceX revenue to hit $3.4 trillion in 2040, WSJ reports

June 5 (Reuters) - Morgan Stanley is projecting that SpaceX's revenue could reach $3.4 trillion in 2040, the Wall Street Journal reported on Friday, citing people familiar with the matter.