25 Jun 2026
Battle of the Artificial Intelligence (AI) Computing Companies: Is AMD, Broadcom, Nvidia, or Marvell the Best Stock to Buy Now?
There are four major competitors in the artificial intelligence (AI) chip game: Nvidia ( NVDA 1.42% ) , AMD ( AMD 1.48% ) , Broadcom ( AVGO 3.39% ) , and Marvell ( MRVL 4.97% ) . These four can be split up into two groups: designers of broad-purpose computing chips and designers of narrow-purpose custom AI chips. Nvidia and AMD both make GPUs, which fall into the broad-purpose category, while…
25 Jun 2026
US: Agility goes public as demand grows for next-generation Digit humanoids
Digit v5 is designed to be the world’s first AI-enabled cooperatively safe humanoid robot. Agility/YouTube Agility Robotics is set to go public through a $2.5 billion SPAC deal, becoming the first pure-play humanoid robotics company listed in the United States.
25 Jun 2026
Amazon-Backed Agility Robotics Goes Public in Quest to Scale Humanoids
Although the adoption of humanoid robots within supply chains remains few and far between, one developer is hoping to jumpstart the technology’s expansion by going public via a Special Purpose Acquisition Company, or SPAC, merger. Agility Robotics will merge with publicly traded special purpose acquisition company Churchill Capital Corp XI, valuing the combined firm at $2.5 billion. With the…
25 Jun 2026
IBM’s Announces 0.7nm Process Node, Introduces NanoStack
This is one of our classic deep dives here at More Than Moore that we’ve made free for all our readers. If you find this work useful, please consider subscribing to the substack at any level you feel comfortable and sharing the content. Or if you prefer video, you can find our podcast and other videos over at our YouTube channel . Thank you to all who are already subscribed, it really means a…
25 Jun 2026
Qualcomm vs. Nvidia and drones vs. dogs
Hello from Yifan, your #techAsia host this week. I'm sending this newsletter from New York after spending an afternoon in a cold ballroom where Qualcomm executives laid out the company's data center chip ambitions. It was a busy day for semiconductors. After Nvidia hosted its annual shareholder meeting, where Jensen Huang said AI infrastructure demand will continue for "decades," memory chipmaker…
25 Jun 2026
Schneider: The scale and timing of further actions depend on the Middle East conflict and economic conditions
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25 Jun 2026
Better Buy After the Chip Sell-Off: Nvidia or AMD?
The sell-off in semiconductor stocks has been brutal. An artificial intelligence (AI) chip forecast from Broadcom in early June that was lower than expected set off a rout that erased more than $1 trillion in chip-stock value in a single session, and the selling has flared up again since. Two of the biggest names caught in it are AI chip leader Nvidia ( NVDA 0.93% ) and its closest challenger,…
25 Jun 2026
Morning News | The draft amendment to the People's Bank of China Law aims to clarify the legal status of digital renminbi; South Korea will transfer about 40 u…
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24 Jun 2026
Salem-based robot manufacturer plans to go public with $2.5B merger
A Salem-based robot manufacturer plans to go public through a merger valued at $2.5 billion, the company announced June 24.
