Micron Technology CEO Sanjay Mehrotra announced Micron Research Labs, a $10 billion investment in basic research for next-generation AI memory, during a CNBC appearance in Boise, claiming memory is no…
Fermi announced on August 11 a framework agreement with Hillcore Energy Capital to finance, build, own, and operate a 2.6 GW power complex at its Project Matador AI campus in Carson County, Texas, com…
Microsoft, Amazon, Apple, and Meta posted record quarterly revenues, with Microsoft at $90.01 billion, Amazon at $200.61 billion, Apple at $109.42 billion, and Meta at $60.80 billion, while AI capital…
Alphabet is signaling it may cut AI capital expenditure, potentially leading a retreat in Big Tech AI spending, while Bank of America maintains a Buy rating on Meta with an $835 price target based on …
KeyBanc Capital Markets analysts reported that Salesforce's AI agent platform, Agentforce, is seeing weaker-than-expected customer traction, citing customer checks and a CIO survey indicating the prod…
A developer built a local AI research assistant to brief them on investing, after concluding that LLMs are useful for research synthesis, comparative analysis, and thesis stress-testing but not for pr…
AXT, Inc., which manufactures indium phosphide substrate wafers through its subsidiary Beijing Tongmei Xtal Technology Co., Ltd., has a $100 million backlog and funded capacity doubling, but faces a r…
Seeking Alpha issued a Hold rating on 3M Company (NYSE: MMM) on June 21, 2026, citing limited AI revenue and legal liabilities despite an operational turnaround. The rating follows 3M's May 2026 entry…
IREN Limited reported AI revenue surged 839% year-over-year to $33.6 million in Q3 2026, now 23% of total revenue, and secured a five-year, $3.4 billion cloud services deal with NVIDIA. The company in…
Seeking Alpha rates SharonAI Holdings (NASDAQ:SHAZ) a Hold, citing a $2.2 billion contract backlog that has not yet converted to meaningful revenue. The company faces uncertainty over a $1.6 billion c…
CoreWeave reported a $99.4 billion revenue backlog as of Q1 2026, driven by multi-year take-or-pay contracts with Microsoft, OpenAI, Meta, and Anthropic. The company carries $24.9 billion in debt and …
Amphenol Corp. (NYSE: APH) is rated a hold by Seeking Alpha contributor Wail Shudar, with shares trading at roughly 6x NTM revenue. The company's acquisition of CommScope CCS expands its fiber-optic r…
Infineon Technologies is increasing AI-related investment to €2.7 billion this fiscal year, up from a prior €2.2 billion, and projects data center revenue to rise from €1.5 billion in fiscal 2026 to €…
Nvidia stock has trailed the S&P 500 for much of 2026, and a Seeking Alpha analysis argues three factors may extend the underperformance: hyperscaler custom chip programs, AI spending sustainability c…
A Seeking Alpha contributor upgraded Applied Materials to a "Buy" on June 18, 2026, citing record Q2 results and strong AI-driven wafer fab equipment demand. The company's strategic moves, including t…
Amkor Technology reported 27% year-on-year revenue growth in Q1 2026 and record AI data center revenue, driven by advanced packaging demand for complex AI chips. However, thin margins and heavy capita…
Seeking Alpha rates Micron Technology a Strong Buy with a $1,673 price target, citing tight DRAM/NAND markets and rising enterprise adoption of agentic AI as demand drivers. The firm forecasts $35 bil…
Hewlett Packard Enterprise reported Q2 2026 revenue of $10.68 billion, up 40% year-over-year, and net profit of $624 million, driven by easing supply-chain bottlenecks that enabled fulfillment of pent…
Microsoft and OpenAI amended their partnership on April 27, 2026, making Microsoft's license to OpenAI IP non-exclusive while keeping Microsoft as OpenAI's primary cloud partner with first availabilit…
Oracle is pivoting from a SaaS model to a hyperscaler strategy with a $400 billion data center build and a $300 billion OpenAI contract, according to Seeking Alpha. The analysis warns the transition w…