Lam Research capitalizes on soaring demand for AI chipmaking equipment, reporting record quarterly and annual revenue. While the company is aggressively expanding capacity to address supply chain bottlenecks, some analysts question if its valuation already reflects the AI-driven growth.
AI cloud provider CoreWeave faces a critical juncture as a massive equity investment from chip giant Nvidia clashes with securities class actions alleging the company misled investors about its operational capacity and supplier dependencies.
Geopolitical shifts and capacity constraints are positioning Intel Foundry as a potential strategic supplier for tech giants Apple and Nvidia by the end of the decade, according to industry reports.
Elon Musk is reportedly in early-stage talks to merge his flagship companies—SpaceX, Tesla, and xAI—into a single, trillion-dollar technology and infrastructure behemoth ahead of a potential SpaceX IPO, sources familiar with the matter indicate.
Nvidia strengthens its pivotal role in global AI infrastructure through a multi-pronged strategy: securing H200 chip approvals for China, engaging in advanced funding talks with OpenAI, and expanding partnerships with CoreWeave and international research bodies.
Tencent Holdings has received regulatory approval to import Nvidia's advanced H200 AI chips, a significant move that enhances its competitive edge in cloud and AI services while navigating ongoing US technology restrictions.
Despite a premium valuation, AMD is positioning itself as a key challenger in the AI chip race, betting big on integrated data center systems to capture surging demand.
With hyperscalers projected to pour $500 billion into AI infrastructure by 2026, investors are looking beyond headline chipmakers to the essential, yet often overlooked, backbone providers of the AI revolution.
Bank of America Securities has reaffirmed its Buy rating on Hesai Group (HSAI), raising its price target to $32, citing the lidar maker's technological milestones, strategic partnership with NVIDIA, and favorable regulatory developments for autonomous driving.
Chinese regulators have conditionally approved leading AI startup DeepSeek to purchase Nvidia's advanced H200 artificial intelligence chips, sources tell Reuters, as Beijing navigates competing pressures to advance its tech sector while managing geopolitical tensions.
ResMed reports robust revenue and margin expansion in its fiscal Q2 2026, driven by strong device and mask sales. Management highlights strategic investments in AI-powered patient tools and views GLP-1 medications as a potential catalyst for future demand.
Barclays raises Astera Labs' price target to $165, naming it a top pick for AI integration plays in its 2026 semiconductor outlook, while contrasting analyst views highlight the evolving debate on AI's infrastructure demands.
Apple's Q1 earnings smashed expectations, fueled by surging iPhone sales and robust performance in China. While CEO Tim Cook's operational prowess is undeniable, the company's muted AI strategy and reliance on a Google partnership left investors wanting more.
Despite reporting a near-doubling of annual net income and raising its 2026 outlook, electronics manufacturer Celestica saw its shares drop sharply Thursday as the market judged its stellar results to be already reflected in the price.
As OpenAI accelerates toward a potential year-end IPO, Amazon, Microsoft, and Nvidia are in advanced talks to lead a funding round that could exceed $100 billion, reshaping the AI industry's financial and competitive landscape.
Following its strategic rebrand from SMART Global Holdings, Penguin Solutions (PENG) is positioning itself at the forefront of AI and high-performance computing infrastructure. Yet, its stock tells a complex story of short-term volatility against long-term potential, raising questions about its true valuation in a heated market.
Apple shattered earnings expectations in its fiscal first quarter, fueled by a remarkable resurgence in iPhone sales across Greater China. While navigating supply constraints, the tech giant is betting big on a new AI partnership with Google to power its next chapter.
CNBC's Jim Cramer offered a measured take on data security firm Rubrik (NYSE:RBRK), suggesting investors wait for market volatility to settle before considering a position, while highlighting the crowded nature of the sector.
CNBC's Jim Cramer reaffirmed his bullish stance on Rio Tinto, highlighting the mining giant's role as a strategic hedge against geopolitical and economic volatility during the show's Lightning Round.
CNBC's Jim Cramer highlighted International Business Machines Corp. (IBM) as a standout AI investment with a relatively modest valuation, following a robust quarterly report that sent shares soaring.
