Amkor Technology (AMKR) trades at roughly 2.35 times forward revenue while delivering 27.5% year-over-year growth, positioning the semiconductor packaging firm as a potential chokepoint in the AI supp…
Chinese AI startup DeepSeek is raising approximately $7.39 billion in its first external funding round, a deal that could value the company between $52 billion and $59 billion. The funding figures, re…
ChatGPT surpassed 1 billion monthly active users in roughly three years after launch, making it the fastest app in history to reach that milestone, according to market-intelligence firm Sensor Tower a…
The Invesco Dorsey Wright Technology Momentum ETF (PTF) returned over 93% in the past year and 871% over the past decade, driven by a 91% technology sector allocation concentrated in AI beneficiaries.…
Seeking Alpha published an investment note on May 30, 2026, framing Nvidia as a "Quality Growth" stock with Q1 FY2027 revenue of $81.6 billion and a market capitalization of $5.19 trillion. The note i…
Vertiv Holdings reported Q1 2026 revenue of $2.65 billion, a 30.1% year-over-year increase, with Americas revenue surging 53% driven by strong AI data center demand. The company's operating leverage a…
Super Micro Computer (SMCI) shares surged 11.67% to $46.12 on May 29, 2026, on volume of over 62 million shares, driven by strong AI demand and a company announcement that its collaboration with Taiwa…
AllianceBernstein published a note advising investors that AI ethics issues, including bias, data integrity, and privacy, create material risks for consumers, companies, and shareholders. The firm war…
Dell Technologies reported an 88% revenue surge in its first quarter, beating estimates by 22%, driven by a 256% increase in its AI server backlog to $51.3 billion. Gross margins contracted to 17.7% d…
KIDZ AI amended its $500 million secured convertible financing facility to expand permitted uses to acquisitions, strategic investments, partnerships, working capital, infrastructure development, and …
Enphase Energy announced the IQ Solid-State Transformer (IQ SST) for AI data centers on April 28, 2026, targeting 98.5% efficiency and 99.999% availability through a distributed 342-module rack archit…
Trane Technologies has entered into a definitive agreement to acquire LiquidStack, a Texas-based data center liquid-cooling specialist, building on a 2023 minority investment. The acquisition brings L…
Nextpower agreed to acquire battery company Prevalon Energy for up to $365 million in cash and stock, marking its entry into battery energy storage systems and AI data center power markets. Prevalon, …
Fabrinet is trading at approximately 19.5x forward earnings with 36% revenue growth and nearly 200% EPS growth, according to a Seeking Alpha analysis. The report sets a 12-month base-case price target…
Advanced Micro Devices, Inc. (AMD) captured a 46.2% share of x86 server CPU revenue in Q1 2026 and doubled its server CPU total addressable market estimate to over $120 billion by 2030, according to S…
Celestica is shifting its business model from contract manufacturing to co-design and supply for AI infrastructure, targeting demand for 800G and 1.6T Ethernet and cluster switches. The company report…
Seeking Alpha rated National Energy Services Reunited Corp. (NESR) a "Strong Buy" on May 28, 2026, citing the company's role in Gulf energy and AI infrastructure through its exposure to Saudi Arabia's…
Applied Digital is developing "Delta Forge 1," a $3.6 billion AI factory campus in Rapides Parish, Louisiana, with a 430 MW capacity and a 300 MW lease valued at $7.5 billion over 15 years. The initia…
Meta Platforms is rolling out consumer subscription plans for Instagram, Facebook, and WhatsApp, including new AI-focused tiers under the Meta One brand, with "Plus" plans starting at $3.99 per month …
Industrial and transportation stocks surged to 52-week highs Wednesday, led by Dycom Industries, Vicor Corporation, Shoals Technologies Group, and Luxfer Holdings. The rally reflected investor rotatio…