AI Stocks & Markets

Today's Stories

1. 1

   Broadcom Stock Jumps on Extended Apple Partnership. It's All About 'Edge AI.'

   Broadcom Stock Jumps on Extended Apple Partnership. It's All About 'Edge AI.'

2. 2

   AMD Ryzen™ AI Halo Now Available at Micro Center

   AMD Ryzen™ AI Halo Now Available at Micro Center

3. 3

   Nvidia Stock Delay Opens A Window For Marvell And Other AI Chip Rivals

   Nvidia Stock Delay Opens A Window For Marvell And Other AI Chip Rivals

4. 4

   Citi Raises TSMC Price Target on Strong AI Chip Demand

   Citi lifted its price target on Taiwan Semiconductor Manufacturing (TSMC) to NT$3,800 from NT$2,875, maintaining a Buy rating. The brokerage expects TSMC to upgrade its 2026 revenue outlook and long-term growth expectations when it reports earnings later this month, citing sustained demand for advanced AI semiconductors. TSMC's competitive strength increasingly relies on manufacturing scale and advanced packaging technologies—areas where it is positioned to expand. Citi forecasts the company's leading-edge production capacity could reach between 350,000 and 400,000 wafers per month by the end of 2028, supporting higher pricing power and profit margins. For businesses relying on custom AI chips and accelerators, TSMC's capacity expansion may improve supply availability.

   Citi raised its capital expenditure forecasts for 2027 and 2028 to between $75 billion（約12兆円） and $80 billion（約13兆円）, reflecting expected continued expansion of advanced fabrication and packaging capabilities. TSMC's analyst meeting is scheduled for 16 July.

5. 5

   President Trump Sells Palantir Stock and Buys an AI Stock Up 2,100% Since 2023

   President Trump Sells Palantir Stock and Buys an AI Stock Up 2,100% Since 2023

6. 6

   AMD's $3,999 Ryzen AI Halo mini PC targets local AI developers

   AMD has released the Ryzen AI Halo, a developer system priced at $3,999 that includes an AMD Ryzen AI Max+ 395 mini PC with 128GB of memory. The company designed it as a compact alternative to larger developer workstations, with a form factor roughly similar to the NVIDIA DGX Spark but without a high-end networking card. The Ryzen AI Halo is pitched as a top-tier developer experience for local AI work. Developers building AI applications on AMD hardware can now access a complete, ready-to-use system at a fixed price point, rather than assembling components separately.

   The system omits the high-speed 200GbE networking port found on competing systems like the NVIDIA GB10 cluster, instead offering only a 10Gbase-T port. This choice affects scalability for multi-unit cluster setups and means developers will not learn AMD's high-end network stack through this platform.