Nvidia Is Looking to Own Another Layer of the AI Ecosystem
Quick Read Nvidia’s Spectrum-X Photonics platform is the first CPO Ethernet switch in mass production, delivering 5x lower…
A New AI Shortage Is Coming. One CEO Just Predicted it Will Be “Bigger Than Memory.”
Quick Read Hurlston called InP shortages worse than memory, yet LITE and COHR have each sold off over…
LITE vs. AVGO: Which AI Infrastructure Stock Is the Better Pick Now?
Lumentum Holdings LITE and Broadcom AVGO are two technology companies playing important roles in enterprise networking, cloud infrastructure…
Prediction: This Will Be the Next Supercycle After AI Memory. 1 Stock to Buy Now Before It Surges Another 100%.
The AI memory supercycle is real and still running. High-bandwidth memory (HBM) became the scarce resource around which…
These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after…
5 Artificial Intelligence (AI) Stocks That Have More Than Doubled This Year and Can Still Go Higher
As the world embraces artificial intelligence (AI), and companies that provide development infrastructure are thriving, AI stocks are…
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…
Lumentum Reshapes Balance Sheet As Nvidia AI Partnership Takes Center Stage
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors…
NVIDIA’s $2 billion sprinkler remaking the AI supply chain
These days, it seems that if NVIDIA needs something to be secured, it writes a US$2 billion check.…
Nvidia invests $2bn each in Lumentum and Coherent for AI optics R&D
Nvidia is investing $2bn each in Lumentum Holdings and Coherent as part of separate multiyear agreements aimed at…
Mizuho Picks Nvidia, Broadcom, Lumentum as Top AI Chip Stocks for 2026
This article first appeared on GuruFocus. Mizuho Securities highlighted AI-driven demand as a key factor for semiconductor stocks…