AI infrastructure companies have surged 187% over the past 12 months, driven by former Bitcoin miners pivoting to AI data centers. Stocks like Hut 8 and TeraWulf have posted triple-digit gains, with T…
AI executives including Pat Gelsinger and Lumentum report demand is nearly unlimited, with energy as the only constraint, but chip and data-center stocks are volatile as the PHLX chip index's 60% year…
Meta released Muse Spark 1.1, a multimodal reasoning model for agentic work, alongside the public preview of the Meta Model API. INT21 tested the model in a Swarm research system with 29 agents proces…
NVIDIA and its partners are investing in American manufacturing, supply chains, and energy grids to produce AI infrastructure, including advanced chips and systems, aiming to reinvigorate U.S. industr…
Shares of Lumentum and Coherent fell sharply on June 23-24, 2026, as the AI hardware trade showed signs of exhaustion amid valuation concerns and doubts about AI monetization. The selloff was triggere…
Nvidia has committed at least $6.5 billion to photonics companies since March 2026, including investments in Coherent, Lumentum, Marvell, and Ayar Labs, as AI data-center builds expose the physical li…
Marvell Technology shares surged up to 30% to a record high on June 2 after Nvidia CEO Jensen Huang called the chipmaker the "next trillion-dollar company" during a Computex keynote. The endorsement l…
The S&P 500 closed at a record high for a sixth consecutive session and gained for a ninth straight day, marking its longest win streak in over a year. The Nasdaq 100 also posted its fourth consecutiv…
U.S. technology companies including Alphabet, Amazon, Meta, and Microsoft are expected to spend roughly $650 billion on AI-related infrastructure in 2026, up from $410 billion in 2025, as the demand f…
Nvidia has invested at least $6.5 billion in photonics companies since March 2026, including $2 billion each in Coherent, Lumentum, and Marvell, up to $3.2 billion in Corning, and participation in Aya…