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…
Seeking Alpha reports Aehr Test Systems holds a leading position in burn-in testing for AI chips with record bookings, but the stock trades at 35x FY2027 revenue estimates, well above peers, amid reve…
Chinese AI startup DeepSeek completed a funding round of more than $7 billion, pushing its valuation above $50 billion, with investors including Tencent and Contemporary Amperex Technology. The round …
Astera Labs (ALAB) received a 'Buy' rating from Seeking Alpha on June 15, 2026, based on the thesis that networking is becoming a critical bottleneck in AI data centers. The analysis highlights the Sc…
Lattice Semiconductor is poised for a cyclical upswing driven by rising data-center FPGA demand and agentic AI adoption, according to Seeking Alpha. The planned AMI acquisition is expected to broaden …
CoreWeave launched unified agentic AI capabilities on May 28, combining serverless reinforcement learning, production inference, fleet observability, and autonomous improvement into a closed feedback …
On June 10, 2026, Visa announced a strategic collaboration with OpenAI at the Visa Payments Forum in San Francisco to embed its global payment network directly into ChatGPT. The integration enables AI…
The iShares Semiconductor ETF trades at a 73x price-to-earnings ratio, reflecting extreme optimism in AI-related hardware, while dividend champion stocks posted just 4.83% year-over-year payout growth…
Nvidia reported Q1 revenues of $81.6 billion, an 85% year-over-year increase, with gross margins at 75%, driven by strong demand for AI infrastructure. The company also revised its reporting structure…
Lantronix is transitioning from legacy IoT hardware to a platform-focused edge AI and unmanned systems provider targeting drones and critical infrastructure, according to a Seeking Alpha investment no…
The S&P 500 and Nasdaq suffered a sharp pullback on Friday, but the AI-driven rally remains supported by robust earnings upgrades and persistent compute bottlenecks. AI infrastructure demand is broade…
Anthropic has confidentially filed for a U.S. initial public offering, moving ahead of rival OpenAI in the race to go public, Reuters reports. The filing follows a $65 billion funding round that value…
Broadcom reported fiscal Q2 revenue of $22.2 billion, up 48% year over year, and AI semiconductor revenue of $10.8 billion, up 143%, triggering a share decline of up to 14% on valuation and customer c…
Sterling Infrastructure (STRL) has repositioned itself as an E-Infrastructure leader focused on AI-driven data center construction, guiding to roughly 25% revenue growth for 2026 based on a record mul…
SoftBank CEO Masayoshi Son told CNBC that an AI model is currently designing OpenAI's next model, predicting the resulting system will be "exponentially smarter than all of us" and represent a form of…
A Seeking Alpha contributor recommended a pair trade in AI-infrastructure stocks, advising investors to go long on CoreWeave (CRWV) while shorting or hedging Nebius (NBIS). The analyst argued that Cor…
Seeking Alpha assigned Alphabet Inc. a Buy rating, citing the company's proprietary TPU chip stack that reduces dependence on NVIDIA and strengthens its infrastructure moat. The analysis reported Goog…
Sandisk (SNDK) reported a 251% year-over-year revenue increase in Q3 FY26, driven by AI-related data-center storage demand, and posted a 78.4% gross margin with a zero-debt balance sheet. The company …
Penguin Solutions received a "strong buy" rating from a Seeking Alpha analysis published June 4, 2026, citing growing AI inference demand that increases memory and system-architecture requirements. Th…
Nvidia Corporation reported Q1 FY2027 revenue of $81.6 billion, an 85% year-over-year increase driven by AI infrastructure demand, with Data Center revenue rising 92% and networking revenue surging 19…