Sakana AI CEO David Ha argues that orchestrating many small models will outperform frontier giants, unveiling Fugu, a model orchestration system that routes tasks across specialized models. The Tokyo-…
Japan's three largest banks—MUFG, SMBC, and Mizuho—are adopting Google's AI for core banking functions, marking a strategic shift toward U.S. technology and away from China's state-driven AI model. Fi…
A Seeking Alpha contributor upgraded Sandisk (NASDAQ:SNDK) to Buy, reversing a previous bearish stance, citing rising edge AI deployments driving stronger-than-expected demand for higher-capacity NAND…
Western Digital, Micron Technology, and Sandisk hit all-time highs as AI infrastructure demand shifts focus to data storage, with shares surging over 200% in 2026. Ondo Finance launched tokenized vers…
Mizuho raised its price target for Seagate Technology stock to $1,090, citing growth driven by artificial intelligence demand. The firm's models project potential gains of 130% over the next four year…
Mizuho Securities has reaffirmed its bullish stance on Western Digital Corp. (WDC) stock, citing sustained demand for AI-driven storage solutions. The firm's analysts highlighted that the surge in art…
Arm Holdings' stock surged nearly 100% in weeks, pushing its market capitalization to approximately $218 billion as demand for AI chips drives investor enthusiasm. The SoftBank-owned chip architecture…
Mizuho raised its price target on STMicroelectronics, citing growth opportunities in artificial intelligence and satellite markets. The financial firm's updated valuation reflects optimism about the s…
Mizuho raised its price target on Arm Holdings plc following an analysis of the memory market and the growing impact of agentic artificial intelligence. The firm's updated assessment reflects expectat…
At Google I/O, Google announced a renewed push for Google Wallet, positioning it as part of an "agentic commerce" strategy that layers AI-driven assistance onto payments and commerce interactions. The…