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Driven by this trend, Broadcom (AVGO) and Marvell Technology (MRVL) have emerged as two of the most closely watched custom AI chip stocks in the US equity 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Stock Price Forecast: Inverse Head-and-Shoulders Pattern Takes Shape, MU Stock Expected to Hit All-Time Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2664106832","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664106832?lang=en_us&edition=fundamental","pubTime":"2026-09-01 16:50","pubTimestamp":1788252603,"startTime":"0","endTime":"0","summary":"TradingKey - As of August 31, Eastern Time, Micron (MU) shares rose 2.77% for the day to close at $958.73, reaching an intraday high of $959.78. Following a sharp pullback from above $1,250 at the end of June, Micron's stock price has recently been consolidating in the $800–$1,000 range. As the stock currently approaches $1,000 again, its short-term trend is showing signs of 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Chatter: Amazon-Backed Anthropic Agrees to $35 Billion Computing Deal With Lambda","url":"https://stock-news.laohu8.com/highlight/detail?id=2664283239","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664283239?lang=en_us&edition=fundamental","pubTime":"2026-09-01 16:44","pubTimestamp":1788252282,"startTime":"0","endTime":"0","summary":"Amazon-backed  Anthropic has agreed to a $35 billion computing deal with Nvidia-backed  cloud provider Lambda to rapidly expand its AI capacity, Bloomberg reported Monday, citing an unnamed person familiar with the matter.The report said the project involves a Texas data center being developed by Hut 8, with Nvidia reportedly holding the lease.Lambda is also in talks to raise up to $3 billion at a potential valuation of $12 billion or more, Bloomberg reported.Anthropic did not immediately respond to MT Newswires' request for 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Becomes Much More Credible Custom AI Chip Contender After Nvidia Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=2664314148","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664314148?lang=en_us&edition=fundamental","pubTime":"2026-09-01 15:53","pubTimestamp":1788249180,"startTime":"0","endTime":"0","summary":"0753 GMT - MediaTek becomes a much more credible custom artificial-intelligence chip contender after Nvidia's strategic investment, Citi analyst Laura Chen says in a research note. The deepening alliance between the two companies could turn MediaTek to one of the principal custom-silicon design platforms inside the broader Nvidia ecosystem, from a chip maker with a few large custom AI chip wins, Chen says. That could materially increase both the number and longevity of MediaTek's custom AI processor opportunities in the longer term, she notes. Meanwhile, the expanded collaboration with Nvidia now gives MediaTek AI growth opportunities in three areas: custom AI chips, AI PCs, as well as physical AI, she added. Shares last ended 9.9% higher at 4,315 New Taiwan 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Competitive...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FDIF","ROBT","TARK","XT","IDRV","HAIL","CARZ","NBDS","SNSR","159872","IQM","FAI","DRIV","KOMP","MOTO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664891836","title":"AI Data-Center Storage Demand Set to Rise Further in 3Q","url":"https://stock-news.laohu8.com/highlight/detail?id=2664891836","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664891836?lang=en_us&edition=fundamental","pubTime":"2026-09-01 14:26","pubTimestamp":1788243960,"startTime":"0","endTime":"0","summary":"0626 GMT - AI-driven demand for storage used in cloud computing and AI systems is set to keep rising this quarter, supporting strong growth for NAND flash makers even as Chinese rivals expand output, according to TrendForce. The research firm says revenue for the world's top five suppliers of enterprise SSDs, the high-performance storage drives used in AI servers and data centers, more than doubled from the previous quarter in 2Q. Demand is expected to remain strong in 3Q, driven by wider adoption of generative AI services, continued cloud infrastructure spending and shipments of certain Nvidia AI server racks. Samsung remains the market leader, followed by SK Hynix and Micron, which posted the fastest growth among the top five suppliers, TrendForce 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