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EUV53 3nm45 AI15 GPU14 HBM10 DRAM9 AI chips7 2nm7 DDR56 EPYC6 AI chip5 semiconductor5 Zen 65 HBM44 AI accelerators4
2026-05-17
NVIDIA’s Rubin AI Platform Alone Will Devour More LPDDR Memory in 2027 Than Apple and Samsung Combined, Starving Smartphone Supply - Wccftech
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wccftech.com 2026-05-17 Wccftech
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2026-05-17
How Nvidia & Apple can be the Global, US Open Source AI Champions vs China. AI-RTZ #1089 - AI: Reset to Zero
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michaelparekh.substack.com 2026-05-17 AI: Reset to Zero
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2026-05-17
Apple Intel Foundry Shift Reshapes ASML Tool Demand Outlook - simplywall.st
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simplywall.st 2026-05-17 simplywall.st
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2026-05-17
Apple Intel Foundry Link Puts ASML Growth And Valuation In Focus - Yahoo Finance
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finance.yahoo.com 2026-05-17 Yahoo Finance
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2026-05-16
First Apple M5 memory exploit discovered using Anthropic AI, gives root access on MacOS
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tomshardware.com 2026-05-16 Bruno Ferreira
Apple M5 architecture gets its first privilege escalation exploit
Apple M5 chipMemory Integrity EnforcementAI-assisted security researchLocal privilege escalationMacOS securityZero-day vulnerabilityAnthropic AIMemory tagging
2026-05-16
iPhone 18 To Drop Qualcomm After 15 Years For Apple’s New Custom 5G Modem - Forbes
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www.forbes.com 2026-05-16 Forbes
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2026-05-15
Apple's U.S. chip plan gains steam thanks to $20B TSMC investment - AppleInsider
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appleinsider.com 2026-05-15 AppleInsider
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2026-05-15
TSMC’s AI Windfall Is Pushing Apple Out, And Cupertino Is Turning To Intel’s 18A-P Before It Loses Bargaining Power - Wccftech
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wccftech.com 2026-05-15 Wccftech
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2026-05-15
1 Unstoppable Stock to Buy Before It Joins Nvidia, Alphabet, and Apple in the $4 Trillion Club - The Motley Fool
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www.fool.com 2026-05-15 The Motley Fool
There are 10 publicly listed U.S. companies worth $1 trillion or more, but onlyNvidia,Alphabet, andAppleare currently in the ultra-exclusive $4 trillion club.Microsoftwas also a member late last year, but its stock has since plummeted.I thinkAmazon(AMZN+0.21%)could be the next company to cross the $4 trillion mark. Its cloud computing business continues to deliver accelerating revenue growth thank
AmazonCloud ComputingArtificial IntelligenceAWSSemiconductor ChipsMarket ValuationTech StocksInvestment Opportunity
2026-05-15
Renaissance Technologies adds Apple, exits Amazon, boosts Nvidia stake in Q1 among other trades (AAPL:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-05-15 Seeking Alpha
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2026-05-15
NVIDIA Robs All of Big Tech. Except Apple - 24/7 Wall St.
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247wallst.com 2026-05-15 24/7 Wall St.
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2026-05-14
Apple momentum to continue, overcoming memory chip shortage, Evercore ISI says - CNBC
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www.cnbc.com 2026-05-14 CNBC
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2026-05-14
Here are Thursday's biggest analyst calls: Nvidia, Apple, Netflix, Broadcom, Starbucks, Amazon, Disney & more - CNBC
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www.cnbc.com 2026-05-14 CNBC
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2026-05-14
Xi Jinping tells Nvidia, Tesla and Apple CEOs that China will ‘open wider’ - Financial Times
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www.ft.com 2026-05-14 Financial Times
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2026-05-14
Qualcomm & MediaTek Have A Stronger 2nm Base To Beat Apple This Year, But Architectural Improvements Will Also Decide The Outcome - Wccftech
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wccftech.com 2026-05-14 Wccftech
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2026-05-14
ASML’s Geopolitical Tightrope: New Chip Orders from a Possible Apple-Intel Deal Counterbalance Exp - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-14 AD HOC NEWS
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2026-05-14
From USC to Big Tech: Apple, Amazon, Nvidia Among Top Employers of USC Engineering Alumni, New Data Shows - USC Viterbi School of Engineering
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viterbischool.usc.edu 2026-05-14 USC Viterbi School of Engineering
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2026-05-13
Intel Lands a Preliminary Apple Chip Deal and an SK Hynix Packaging Partnership — Is INTC Still a Buy at $124? - TradingKey
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www.tradingkey.com 2026-05-13 TradingKey
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2026-05-13
Nvidia Will Soon Make More than Apple and Microsoft Combined - 24/7 Wall St.
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247wallst.com 2026-05-13 24/7 Wall St.
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2026-05-13
Here are Wednesday's biggest analyst calls: Nvidia, Apple, Micron, Amazon, AMD, Johnson & Johnson & more - CNBC
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www.cnbc.com 2026-05-13 CNBC
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