The GPU Tsunami: Testing, Testing…
Semiconductor test equipment demand is rising as AI accelerators and advanced packaging increase test content per sellable system, according to a report from the GPU Tsunami analysis. The report model…
Semiconductor test equipment demand is rising as AI accelerators and advanced packaging increase test content per sellable system, according to a report from the GPU Tsunami analysis. The report model…
The KraneShares Global Humanoid Robotics and Physical AI Index ETF (KOID) has outperformed the Roundhill Humanoid Robotics ETF (HUMN) by roughly 30 percentage points in 2026, with KOID up 41.8% year-t…
Applied Materials Inc. shares fell 4% to $494.82, while Lam Research Corp. and Teradyne Inc. each dropped 5% to $309.94 and $384.26, respectively, as investors repriced AI infrastructure spending amid…
ARK Invest, led by Cathie Wood, bought 122,422 Nvidia shares worth over $26 million and 39,020 Broadcom shares valued at about $16.5 million on August 10, while selling 60,458 Deere shares worth rough…
Teradyne now generates roughly 70% of its revenue from AI-related demand, up from 40-50% two quarters ago, ahead of its Q2 2026 earnings report expected between July 28-29. The chip-testing giant's Q1…
Teradyne stock surged on a strong gap-up breakout after its AI-related business showed promise, making the stock actionable now. The move reflects growing investor interest in the company's exposure t…
Apple stock rebounded from a key support level, while Teradyne, an AI leader, broke out to new highs, signaling strength in the tech sector.…
Shares of CoreWeave and Nebius rose Friday after Nasdaq announced both AI infrastructure companies will join the Nasdaq 100 index on June 22 as part of its quarterly rebalance. CoreWeave traded near $…
CoreWeave, the GPU-focused cloud computing company that went public 15 months ago at $40 per share, has been added to the Nasdaq-100 Index effective June 22, 2026. The inclusion, driven by a $21 billi…
The Nasdaq-100 will add CoreWeave, Rocket Lab, Astera Labs, Nebius Group, and Teradyne to its flagship index effective June 22, replacing Charter Communications, Cognizant, Insmed, Verisk Analytics, a…
Nils Boeffel launched a Leanpub book titled 'Modernizing Legacy Software with AI: A Technical Leader's Guide to AI-Driven Transformation,' which presents a methodology that completed a legacy moderniz…