BZ Data Project

IMAX Secures Netflix Deal for Exclusive 'Narnia' Theatrical Release, Stock Jumps

Nvidia Continues Strong Demand for Taiwan Semiconductor's Advanced Packaging Despite Technology Shifts

Apple And Nvidia Supplier Taiwan Semiconductor Leads Semiconductor Market with 64% Share

Nvidia Continues Strong Demand for Taiwan Semiconductor's Advanced Packaging Despite Technology Shifts

Apple And Nvidia Supplier Taiwan Semiconductor Leads Semiconductor Market with 64% Share

Nvidia and AI Chip Stocks Brace for Impact as Biden Administration Considers New China Export Ban: Report

Uber, Nvidia Partnership To Unlock Value By Leveraging AI To Advance Ridesharing, Autonomous Tech: Analyst

Nvidia and AI Chip Stocks Brace for Impact as Biden Administration Considers New China Export Ban: Report

Uber, Nvidia Partnership To Unlock Value By Leveraging AI To Advance Ridesharing, Autonomous Tech: Analyst

AMD and Nvidia Overtake Intel in Key Markets, Challenging Its Leadership

Cloudflare's AI Innovations And Sales Strategy Drive Goldman Sachs Upgrade

BZ Data Project Recent News

Broadcom Thrives with 114% Stock Surge in AI Boom, While Intel Faces Steep Decline

In 2024, the U.S. tech sector had a tumultuous year for semiconductor companies, with Nvidia and Broadcom succeeding in AI while Intel fell behind. Broadcom joined Nvidia and TSMC in the $1 trillion club, while Intel lost value and market share to competitors. Investors favor Broadcom's simpler and cheaper XPUs over Nvidia's GPUs. Broadcom plans to double shipments to top clients, including Google and Meta, and expects AI to make up 65% of its revenue in Q1.

Super Micro and Nvidia Expand in Taiwan with Green Energy and AI Projects

Taiwan to establish renewable-energy-powered computation center with Super Micro and Nvidia as key players. US approves defense aid for Taiwan.Taiwan to set up green computation center with Super Micro and Nvidia, supported by US defense aid amid tensions with China. SMCI and NVDA stocks down.

AMD and Micron Are Top Analyst Picks for AI and Next-Gen Tech Growth

Rosenblatt polled its analysts for top picks in first half of 2025: AMD and Micron. AMD has potential for double-digit market share in AI and GPU, while Micron has opportunity for DRAM growth in AI platforms. Frankel maintains Buy ratings and price targets of $250 for both.

Verizon Teams Up With Nvidia To Power AI Apps Over Private 5G Networks

Verizon and Nvidia collaborate to develop a new AI-powered private 5G platform stack for various AI applications, set to launch in early 2025.

What's Going On With Moderna Stock On Monday?

Moderna faces index removal, stock plunge, vaccine challenges, and lawsuits, while focusing on R&D in oncology and rare diseases for future growth.

Taiwan Semiconductor Unveils $20 Billion Arizona Chip Fab, Apple Named Key Customer

Taiwan Semiconductor unveils first chip fab in Arizona, plans to build additional fabs. Shares up on Monday. Apple is largest customer.

Synopsys Proposes Divesting Units, Including Ansys PowerArtist, For $35 Billion EU Deal Approval

$35 billion acquisition by Synopsys of Ansys unit for EU approval, awaiting feedback from rivals and customers by Dec 16.Synopsys plans to divest Ansys unit to win EU approval for $35 billion acquisition, awaiting feedback by Dec 16, also offering to sell Optical Solutions Group and PowerArtist.

Innoviz Technologies Secures LiDAR Supply Deal With Mobileye

Mobileye (MBLY) partners with Innoviz (INVZ) for LiDAR technology in driverless system, production in 2026. INVZ stock up 15%, MBLY up 2.18%.

STMicroelectronics and Qualcomm Launch New IoT Module to Simplify Wireless Connectivity

STMicroelectronics, in collaboration with Qualcomm, introduces first STM32-ready wireless IoT modules simplifying development of advanced wireless solutions for industrial and consumer IoT applications.STMicroelectronics introduced first STM32-ready wireless IoT modules with Qualcomm, simplifying development of advanced wireless solutions.

Taiwan Semi Founder Calls For New Strategy After Intel Chief's Departure

Founder Morris Chang believes Intel should have focused on AI instead of chipmaking. Intel's stock has dropped 58% this year. New CEO needed.

Taiwan Semi November Revenue Ups 34% Strengthened by AI and Smartphone Demand

Taiwan Semiconductor (NYSE: TSM) reported 34% Y/Y revenue growth to $8.55B in Nov 2024, with market share growing to 64.9%. Stock up 96% YTD.

Warner Bros Discovery Stock Soars After Multi-Year Deal with Comcast; Comcast Shares Slide On Subscriber Loss Estimates

Warner Bros Discovery and Comcast Corp signed a multi-year deal, allowing Xfinity and Sky UK customers to access extensive content portfolio across linear TV, apps, and streaming services. WBD stock up, CMCSA down.

Booz Allen and Palantir Partner To Drive US Defense Operations

Booz Allen and Palantir partner to accelerate defense mission innovation, with potential for co-creation, IP development, and teaming for critical missions.

Uber And WeRide Partner For Robotaxi Service In Abu Dhabi

Uber and WeRide launch autonomous mobility service in Abu Dhabi. AVs now available on Uber platform in UAE, with plans for full driverless service in 2025.Uber and WeRide team up to offer AV rides in Abu Dhabi, marking the first time autonomous vehicles are available on Uber outside the US.

Intel Interim Co-Chief Expects CEO To Have Foundry Background, Stands By Forecast

Intel's interim CEO expects next chief to have manufacturing and product expertise, as the company struggles to keep up with technological shifts.

Amazon Takes On Nvidia With Cheaper AI Supercomputers, Servers

Amazon's cloud unit showcased new AI chips at Re:Invent event, targeting Nvidia's market share. Apple and Marvell are customers, Trainium3 coming in 2025.

Amazon And Walmart Dominate Black Friday As Online Sales Soar 14.6%

Black Friday sales in the US saw contrasting trends between in-store and online shopping, with e-commerce dominating and AI chatbots driving website visits.

Baidu Takes on Tesla, Secures License To Test Self-Driving Tech in Hong Kong

Baidu, Inc (NASDAQ: BIDU) obtains Hong Kong license for testing self-driving cars, marking expansion efforts outside China. Baidu also reports Q3 earnings.

Taiwan Semiconductor Ramps Up 2nm Production: Apple And AMD First In Line

TSM accelerates progress on 2nm fab in Kaohsiung, aiming to meet global demand for advanced chips. Mayor Chen highlights potential to boost AI and industrial transformation. Company reportedly confirms 2nm on track for mass production next year.

AMD Teams Up With Taiwan Semi To Take On Samsung In Smartphone Market

AMD plans to enter mobile market with new APU chips, leveraging TSM's 3nm process. Samsung may use them in premium devices. AMD sees significant growth opportunities ahead, with strong Q3 results driven by Data Center and Client segments.

Sony Eyes Portable Gaming Market With New Handheld Console In Development

Sony reportedly developing new handheld gaming console to compete in portable market, rivals include Nintendo and Microsoft.

Amazon's AI Chip Strategy Targets Nvidia's Dominance In Data Centers

Amazon challenges Nvidia in AI chip market worth over $100 billion. Its Trainium 2 chip offers better performance, cost-effective alternative.

Disney Takes on Netflix With High-Impact Originals in Asia

Disney ramps up efforts to capture Asian streaming market by investing in anime & expanding Korean franchise. Contrasts w/ Netflix's aggressive local content strategy.