Analysis-Big investors hunt for tomorrow’s AI winners as capex angst fades
By Danilo Masoni MILAN, Aug 17 (Reuters) – The rally in AI-linked stocks that marked the latest earnings…
HBM prices could double by 2027 on surging AI demand, DigiTimes reports
Investing.com — High-bandwidth memory (HBM) pricing is on track to more than double by 2027, driven by a…
CoreWeave tops revenue estimates as AI boom supercharges cloud demand
May 7 (Reuters) – CoreWeave Inc beat analysts’ estimates for quarterly revenue on Thursday, as the specialized cloud…
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…