January 23, 2026
“…In the third quarter, Druckenmiller sold his position in semiconductor company Broadcom (NASDAQ: AVGO) and started a position in flash memory maker Sandisk (NASDAQ: SNDK), a stock that has added 1,050% since it was spun off from Western Digital in February 2025… Wall Street estimates Broadcom’s adjusted… Continue Reading…
January 21, 2026
“Artificial intelligence data center infrastructure boomed in 2025, including Vertiv Holdings (VRT), which climbed more than 40% last year and has risen in early 2026. The stock – Wednesday’s selection for IBD 50 Stocks To Watch – is setting up in an… Continue Reading…
January 20, 2026
“The world’s largest contract chipmaker has now posted year-over-year profit growth for eight consecutive quarters. TSMC said advanced chips measuring 7-nanometer or smaller made up 77% of total wafer revenue during the quarter, as demand from AI servers remains strong…”… Continue Reading…
January 15, 2026
“…Revenue for Nvidia‘s biggest server maker and Apple‘s top iPhone assembler jumped 22.07% from the same quarter last year to T$2.6028 trillion ($82.73 billion), Foxconn said in a statement… The growth was driven by strong performance in Foxconn’s cloud and networking products… Continue Reading…
December 12, 2025
“Foxconn, also known as Hon Hai, has reported a 26% year-on-year revenue increase. The company is the world’s largest contract electronics manufacturer, assembling Apple’s iPhone and making the servers that hold chips in data centers. Foxconn pointed to “momentum for… Continue Reading…
December 10, 2025
“…During the week, Sealsq Corp. (NASDAQ:LAES) announced the appointment of Ballester Lafuente as its new chief of staff and Group AI officer who will lead the integration of artificial intelligence into its businesses in a bid to drive operational efficiency,… Continue Reading…
December 2, 2025
“Alibaba reported cloud computing revenue up 34% year-on-year in its fiscal second quarter, beating market expectations. Investors are focused on Alibaba’s cloud division which books its revenue related to artificial intelligence. Alibaba’s New York-listed shares were 4% higher in premarket… Continue Reading…
November 7, 2025
“Nov 6 – David Sacks, the White House artificial intelligence and crypto czar, said that there will be no federal bailout for AI, as U.S. races to cement its position as a global leader in the booming technology…” https://www.reuters.com/world/us/white-house-ai-czar-rules-out-federal-bailout-sector-2025-11-06/ This… Continue Reading…
October 9, 2025
“Micron reported better-than-expected earnings and revenue on Tuesday as well as a robust forecast for the current quarter. Micron shares have nearly doubled so far in 2025. Micron has been one of the winners of the AI boom…” https://www.cnbc.com/2025/09/23/micron-mu-q4-2025-earnings-report.html
October 9, 2025
“Oklo shares have tumbled over the past two days. Goldman Sachs sees the stock pulling back over the next 12 months, cautioning investors that Oklo needs to secure finalized customer agreements. Oklo has also seen a cluster of insider selling… Continue Reading…
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