Apple Inc.

Micron Technology, Inc.

Morning highlights: Brent rises to $112, Fed keeps rate on hold, Micron triples revenue

Micron ramps up investment in manufacturing to keep up with demand

Micron nearly tripled revenue, but stock fell sharply after the report. What's wrong?

QUALCOMM Incorporated

Due to falling demand for smartphone chips, Qualcomm is trying to diversify its business

Largest mobile processor maker to buy back its shares for $20 billion

NVIDIA Corporation

The figure does not suggest a "stunning" acceleration in sales growth, according to Bloomberg

Nvidia predicted $1 trillion in AI chip revenue through 2027. The stock jumped briefly

The company has finalized a deal to buy a plant in Taiwan, but even this expansion of its capacity may not be enough to cover the increased demand for memory chips, Barron's writes

Micron shares jump 5% - chipmaker increases its capacity by nearly 20%

Hua Hong Semiconductor Limited

JD.com, Inc.

Amazon.com, Inc.

Dubai has suspended operations at its main international airport after a drone strike caused a fire at a fuel tank near the terminal. US President Donald Trump said he is "demanding" that other countries contribute to the defense of the Strait of Hormuz. China's Hua Hong has developed 7nm chip manufacturing technology with Huawei, becoming the second company in the country after SMIC with such capabilities. These and other topics are in our review of key events on the morning of March 16.

Main by morning: Dubai airport halted operations, Trump awaits help in defending the strait

Meta Platforms, Inc.

Alphabet Inc.

Advanced Micro Devices, Inc.

Meta is buying up processors from several of the biggest players in the market at once amid growing demand for AI technologies

Meta strikes 'multi-billion dollar' deal with Google to lease AI processors - media outlet

Intel Corporation

Arm Holdings plc

Nvidia's move to Arm architecture CPUs and the related deal with Meta could bring Intel serious problems, an analyst said

'Intel killer': analyst calls Nvidia and Meta deal a threat to oldest chipmaker

Berkshire Hathaway Inc.

Microsoft Corporation

Nvidia finally exited Arm (one of the world's leading fabless processor architecture developers for mobile devices and servers), in parallel extending its multi-year partnership with Meta to supply millions of graphics processing units (GPUs) and central processing units (CPUs) for AI datacenters. Microsoft announced plans to invest $50 billion in AI development in the Global South. About these and other topics - in our review of key events by the morning of February 18.

Main by morning: Nvidia has pulled out of Arm Capital, Cathie Wood's fund in a prolonged slump

TOTO LTD.

Activist investor Palliser Capital expects 55% growth from the securities of Japan's largest toilet bowl manufacturer Toto on the back of AI development

'An underrated player': why did an activist deem a toilet bowl manufacturer a beneficiary of AI?

Broadcom Inc.

The company is building mega-factories in New York and Idaho to reduce the technology gap between memory chips and AI infrastructure

Micron is taking over the US: chipmaker to invest $150 billion in factories due to AI memory shortage

Netflix, Inc.

Warner Bros. Discovery, Inc.

Paramount Skydance Corporation

Alibaba Group Holding Limited

Alibaba shares led the selloff in China's technology sector after the Pentagon put some of the country's largest companies on a list of firms that promote the military. Warner Bros. Discovery is discussing a possible resumption of talks with Paramount amid a deal already signed with Netflix. The AI boom is triggering a structural shortage of DRAM memory, driving up prices and threatening the margins of tech giants. These and other topics are in our review of key events for the morning of February 16.

Chips