NVIDIA Climbs on $500M Corning Deal; AI Optics Rise
NVIDIA revealed a $500 million strategic deal with CORNING to bolster optical connectivity for AI data centers, spark...
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21,488 articlesNVIDIA revealed a $500 million strategic deal with CORNING to bolster optical connectivity for AI data centers, spark...
A disciplined $500 monthly investment into a semiconductor-focused ETF since 2016 would have climbed to roughly half ...
A fresh, upbeat analyst note helped Cohu stock race higher by about 6% in a single session. This deep dive explains w...
Lam Research shares jump on stronger AI-related demand for semiconductor equipment. With foundries expanding capacity...
Bezos pivots from ecommerce to the physical economy, aiming at a $70 trillion market that spans manufacturing, drug d...
SK Hynix closed the largest foreign U.S. listing on record, raising $26.5 billion. Analysts question whether the 2026...
The AI boom isn’t just about memory chips anymore. A broader wave of demand is lifting compute, software, and data in...
A decade into AI-driven demand, Marvell and Micron have shown how long-term bets on data infrastructure and memory ca...
As Amazon navigates a pivot from retail growth to AI infrastructure and cloud services, investors weigh margin shifts...
The S&P 500 now carries an 18% semiconductor exposure, a level unseen since the dot-com era. A handful of chipmakers ...
David Tepper accelerates a $400 million macro bet pairing a country ETF with a memory-chip giant, underscoring what s...
Broadcom reports stronger AI chip demand through custom silicon, positioning the company to outpace Nvidia in the rem...