AI’s Semiconductor Boom Has a Clear Center of Gravity: Taiwan Semiconductor

Shares of semiconductor and chip companies are trading higher amid broader technology sector gains after Broadcom's plans to finance up to $60 billion to provide chips for Anthropic. Also, reports suggesting Samsung may raise HBM prices threefold in 2027 underpins demand and pricing power confidence across the sector.

Nvidia-Backed Robotics Startup FieldAI Hits $10 Billion Valuation After $700 Million Raise, More Than Quadrupling Value in Just Over a Year: Report

FieldAI reportedly raises $700 million at a $10 billion valuation, reflecting surging investor interest in physical AI and robotics.

Got $1,000? 2 Growth Stocks Building the Software Backbone of Artificial Intelligence.

Microsoft and Alphabet are positioned as leading AI software companies capitalizing on the expected $1.3 trillion in AI infrastructure spending. Microsoft's Copilot has 30 million paid subscribers and Azure AI reached a $100 billion annual run rate, while Alphabet's Gemini is used by 90% of Fortune 100 companies and generates revenue through enterprise software and Apple licensing. Both stocks trade at valuations below the tech sector average, presenting attractive investment opportunities.

Anthropic's Warning Goes Beyond Pentagon Fallout as AI Giant Fears Trump Government Pressure Could Damage Customer and Partner Relationships (UPDATED)

Anthropic warns that tensions with the U.S. government could hurt customers, reputation and its potential $2 trillion IPO plans.

Trump Reportedly Says Government 'Might' Take a Stake in OpenAI, Anthropic, Just Like It Did With Intel: 'I Have Many Deals Like That'

Trump is ruling out nationalizing AI labs like OpenAI and Anthropic, but may take an equity stake instead, modeled on the Intel deal.

Taiwan Semiconductor Stock Rises on Broadcom's $60 Billion Chip Deal

Taiwan Semiconductor Manufacturing shares are trading higher Friday alongside the broader chip sector on Broadcom's AI chip financing plans.