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AI Chips News Today
14 headlines on AI Chips cleared our tape in the last 7 days with a measured price reaction attached. 1 of them moved the underlying at least 0.35% in the minutes after it crossed. The largest measured reaction was -0.36% on TSM at Sep 10, 12:08 ET.
Price action when the news broke
12:08:11 ET
What moved — last 7 days
| Time | Ticker | Headline | 1 min | Reaction |
|---|---|---|---|---|
| Sep 15, 10:55 ET | NVDA | Reported: US Treasury Secretary Bessent: Trump completely aligned with Nvidia's CEO. $NVDAVolume 1.3M shares in 10 min · 0.8× normal | +0.03% | +0.15% · 10m |
| Sep 15, 10:01 ET | TSM | Reported: META: Chips will save money and energy compared with Nvidia. $META $NVDAVolume 264.5K shares in 10 min · 31.1× normal | -0.12% | -0.34% · 10m |
| Sep 15, 10:00 ET | TSM | Reported: META to deploy new in-house Arke chips in first half of 2027. $META $NVDAVolume 268.6K shares in 10 min · 30.6× normal | +0.18% | -0.20% · 10m |
| Sep 15, 08:03 ET | NVDA | Perplexity AI will receive Nvidia (NVDA) chips under a multi-year cloud agreement reached with Crusoe, Bloomberg reportsVolume 66.1K shares in 10 min · 0.8× normal | -0.02% | +0.07% · 10m |
| Sep 14, 16:51 ET | NVDA | Reported: Trump called Nvidia's CEO Huang on Monday, and wanted to discuss AI - NYT. $NVDAVolume 101.8K shares in 10 min · 3.7× normal | +0.05% | -0.09% · 10m |
| Sep 14, 11:10 ET | NVDA | Pinterest (PINS) partners with Nvidia (NVDA) to establish a new multimodal AI foundationVolume 1.1M shares in 10 min · 0.8× normal | -0.03% | +0.23% · 10m |
| Sep 14, 09:05 ET | NVDA | Reported: Anthropic Data Fears Prompt Nvidia, Palantir and Booz Allen to Restrict Model Use - The Information $NVDA $PLTRVolume 237.1K shares in 10 min · 2.6× normal | +0.05% | +0.07% · 10m |
| Sep 14, 09:04 ET | MSFT | Reported: Microsoft issues code of conduct to restrict AI models - CNBC $MSFTVolume 44.4K shares in 10 min · 7.8× normal | +0.04% | -0.06% · 10m |
| Sep 14, 09:03 ET | MSFT | Reported: Microsoft sets limits for future AI models - CNBC $MSFTVolume 31.8K shares in 10 min · 5.6× normal | +0.00% | -0.16% · 10m |
| Sep 10, 12:24 ET | NVDA | Reported: Nvidia's CEO Huang: Investments are not circular. $NVDAVolume 1.9M shares in 10 min · 1.8× normal | -0.07% | -0.18% · 10m |
| Sep 10, 12:09 ET | NVDA | Reported: Nvidia's CEO Huang: Our share at Anthropic is growing very quickly. $NVDAVolume 1.3M shares in 10 min · 1.3× normal | -0.07% | -0.33% · 10m |
| Sep 10, 12:08 ET | TSM | Reported: Nvidia's CEO Huang: Shipments of Grace Blackwell up 27% month to month. $NVDAVolume 82.1K shares in 10 min · 0.8× normal | -0.04% | -0.36% · 10m |
| Sep 10, 12:03 ET | NVDA | Reported: Nvidia CEO: Cybersecurity is the next major use case of AI. $NVDAVolume 1.5M shares in 10 min · 1.5× normal | +0.06% | -0.13% · 10m |
| Sep 10, 12:01 ET | MSFT | Reported: Microsoft shares safe participation framework for AI. $MSFTVolume 141.4K shares in 10 min · 0.7× normal | -0.02% | -0.05% · 10m |
Moves are measured against the price two minutes before each headline crossed, using validated 1-minute bars captured at publish time. A dash means no bar was available for that window. Times are New York ET.
Our analysis
AMD Launched the Biggest Bond Deal in Its History and the Stock Moved 0.05%
AMD went to the bond market on August 13, 2026 for as much as $5 billion across four tranches — potentially the largest offering the company …
Why Is AMD (AMD) Stock Moving Today?
Latest catalyst, August 13, 2026 at 15:06 UTC: AMD launched a four-part investment-grade bond offering of $4 billion to $5 billion, potentially the largest in its …
The iPhone Assembler Now Earns Most of Its Money From AI. Its Own CEO Says the Limit Isn't His Factories
Hon Hai reported record second-quarter results on August 12, 2026: operating profit up 68% to NT$94.8 billion, and cloud and networking products at 51% of revenue …
A $131 Million Order Just Showed Where the AI Data-Center Money Lands After It Leaves the Chipmakers
On August 12, 2026, Black Box won a US$131 million data-centre order from a U.S. Tier-1 hyperscaler it had never worked with before. The order is …
Samsung Hit the 'Golden Yield' on HBM4 — Months Ahead of Its Own Target
Samsung's HBM4 production yield has reportedly reached 80% — the level chipmakers call a golden yield, where manufacturing turns predictably profitable. The company started mass production …
Nvidia Cut the Memory in Each Rubin Ultra Chip. UBS Says Total Memory Demand Goes Up Anyway
UBS says Nvidia was forced to reduce the high-bandwidth memory in each Rubin Ultra VR300 GPU to 512GB from a planned 768GB because supply is too …
Intel Is Selling $15 Billion of New Stock After Its Shares Nearly Tripled
Intel announced a $15 billion underwritten stock offering on August 10 to fund AI chips and its foundry build-out — cashing in on a share price …
TSMC's Second Japan Fab Was Upgraded to 3nm for the AI Boom — Then an Earthquake Paused Construction
Taiwan's government approved TSMC's plan to deploy advanced 3-nanometer production at its second Kumamoto, Japan fab, upgraded from an original 6-to-12nm plan on soaring AI-chip demand. …
Why Is TSMC (TSM) in the News? Its Second Japan Fab Just Got Upgraded to 3nm
Taiwan's government approved TSMC's plan to deploy advanced 3-nanometer production at its second Kumamoto, Japan fab — a major upgrade from the facility's original 6-to-12nm plan, …
SK Hynix Approved $39 Billion for Two New Fabs — and the Two Are on Completely Different Clocks
SK hynix approved a combined 54 trillion won (roughly $39 billion) investment across two new facilities: 35.2 trillion won for a second-phase fab at its Yongin …
SK Hynix Raised Its Dividend 25% the Same Quarter It Cut Debt by Billions — the AI Memory Boom Is Showing Up on the Balance Sheet
SK hynix raised its annual fixed dividend 25% to 1,500 won per share from 1,200 won, declaring a quarterly installment of 375 won — alongside record …
Samsung's Most Advanced Foundry Capacity Is Fully Booked Through 2027 — and It's Pitching 5nm as the Overflow Option
Samsung's 4nm foundry capacity is fully booked through 2027, driven by HBM4 base-die production and Nvidia orders. With its most advanced available node sold out, Samsung …
SK Hynix Is Removing Price Caps From Its Memory Contracts — a Break From How the Industry Has Priced HBM for Years
SK hynix is reportedly removing the price cap from its long-term memory supply agreements, allowing spot-market price increases to flow directly into contract pricing during shortages …
Nvidia Is Weighing a Lower-Memory Rubin Ultra as the 2027 HBM Shortage Hits Its Roadmap. NVDA Barely Blinked
Reporting on August 5, 2026 revealed Nvidia is evaluating four different high-bandwidth memory configurations for its 2027 Rubin Ultra AI chip, with the lowest-capacity option carrying …
Why Is Nvidia (NVDA) Stock Moving Today? A Memory Shortage Is Forcing a Redesign of Its Next AI Chip
Nvidia is evaluating four different memory configurations for its next-generation Rubin Ultra AI chip — some carrying up to 33% less high-bandwidth memory than originally planned …
Microsoft Q4 FY2026 Earnings: Azure Growth Accelerated to 43%
Microsoft reported Q4 fiscal 2026 revenue of $90.0 billion on 29 July 2026, with Azure growth accelerating to 43%. A permanent record of the result and …
Qualcomm reports Q3 EPS below expectations and Q4 adjusted EPS outlook below consensus
Qualcomm reported third-quarter fiscal 2026 revenue above the referenced estimate, while adjusted EPS came in below expectations and the company provided a fourth-quarter adjusted EPS range …
Why Is Intel (INTC) Stock Moving Today?
Latest catalyst, August 10, 2026 at 11:43 UTC: Intel announced a proposed $15 billion common stock offering — its first public share sale since listing in …