Soros Fund Management Increased Micron Nearly Eightfold. Is AI Memory Still One of the Best Chip Trades?
Insider Monkey
CrowdStrike And Palo Alto Networks Aside, AI Boom Powers Growth In This Smaller Cybersecurity Player
Stocktwits News Feed
Tech bosses press G20 to build AI data centres, but ministers split on risks and community impact concerns
The Malay Mail | Money
Bridgewater Cut Nvidia 18% and More Than Doubled Vistra. Is It Rotating From Chips to Power?
Insider Monkey
Leopold Aschenbrenner's AI Fund Was Forced to Sell. Were Micron and SanDisk Wrongor Just the Leverage?
Insider Monkey
SpaceX Stock Could Nearly Double Analyst Says Nvidia Rubin Chips Could Fuel One-Year Payback
Stocktwits News Feed
Solomon leverages AI vision and optical tech to tap semiconductor inspection market
DigiTimes: IT news from Asia
TSMC doubles down on equipment purchase as AI demand is outpacing semiconductor supply chain planning
DigiTimes: IT news from Asia
Broadcom Sees $230B In AI Revenue By 2028, Driven By 'Geniuses' OpenAI, Anthropic: Analyst Says Some Risks Remain Unresolved
Stocktwits News Feed
3 AI Chip Stocks Retail Investors Are Watching After Broadcom Guidance Shook Confidence
Simply Wall St
Apple, Xiaomi and Nvidia chase terabyte-class bandwidth for AI chips
DigiTimes: IT news from Asia
China packaging specialist SJSemi reaches 3.3-reticle 2.5D scale for AI, HBM integration
DigiTimes: IT news from Asia
AI substrate shortages widen as Unimicron signals capacity support through 2029
DigiTimes: IT news from Asia
Win Semiconductors unveils 0.1μm GaN for AI, satellite links
DigiTimes: IT news from Asia
UniVista expands China EDA stack with AI agents, native 3DIC tools
DigiTimes: IT news from Asia
TRUMPF targets advanced packaging as AI chip makers chase higher density and better cooling
DigiTimes: IT news from Asia
Dell Technologies (DELL) Raises the Bar Again as AI Demand Fuels Another Strong Quarter
Insider Monkey
Google to expand Taipei AI infrastructure center as Taiwan ties deepen
DigiTimes: IT news from Asia
Broadcom puts 30GW, US$350 billion of custom AI silicon on the calendar through fiscal 2028
DigiTimes: IT news from Asia
China optical module makers ride AI boom as 800G, 1.6T orders stretch into 2027
DigiTimes: IT news from Asia
Is ServiceNow (NOW) Still Cheap On New AI Partnerships?
Simply Wall St
