How NVIDIA Optics Deal and New AI Facility Will Impact Lumentum Holdings (LITE) Investors
Lumentum Holdings recently announced multiyear agreements with NVIDIA, a very large US$2 billion investment in advanced optics, and…
Qantas hikes fares on international routes as fuel costs surge on Mideast conflict
March 10 (Reuters) – Qantas Airways said on Tuesday it would hike fares on its international routes ‌this…
Microsoft’s Record AI Spend Meets Market Doubts On Returns And Risks
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Lam Research Record Results Underscore AI Tools Push And Supply Constraints
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2 AI Stocks Riding a Server Boom That’s Accelerating Faster Than Anyone Expected
Micron recently boosted its outlook for server shipments. Micron sells both HBM memory for AI chips and standard…