DeepSeek Ltd., one of China’s most visible artificial intelligence companies, is pushing to design its own, in-house silicon ...

AI-driven demand has transformed memory chips into one of the market's strongest investment themes. This story explains why ...

Lumentum (LITE) buy thesis: moving up the optical stack to full systems, driving fast sales CAGR and margin expansion with 15 ...

Edge AI chipmaker Syntiant has filed a US IPO on the Nasdaq under the ticker SYTN, with terms and pricing still undisclosed.

AMD’s new Versal Premium Gen 2 Memory on Package integrates up to 32GB of LPDDR5X directly into the chip package for up to ...

Stack is a large-scale encoder-decoder foundation model trained on 150 million uniformly-preprocessed single cells. It introduces a novel tabular attention architecture that enables both intra- and ...

Data center stocks are getting more attention as the AI buildout moves beyond the chip trade and into the wider ...

The news points to AI moving from data centers into factories/warehouses via “physical AI.” ROK is a direct beneficiary of industrial automation spend and autonomous mobile robots, and it’s positioned ...

Nvidia’s AI moat looks underestimated: inferencing share up, strong FCF, and diversified revenue at <20x forward P/E. Click here to read more about NVDA.

Anthropic is reportedly partnering with Samsung to develop custom AI chips as hardware competition heats up with rivals like OpenAI.

The winningest active driver in IndyCar is expected to land at Arrow McLaren after a quarter century with CGR.