What Happened? A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous t...
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it eff...
What Happened? A number of stocks fell in the afternoon session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive...
What Happened? A number of stocks jumped in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and h...
Lumentum Holdings and Applied Materials are important players in the AI infrastructure space, which explains why their stock prices have been soaring this year.
Applied Materials (NASDAQ:AMAT) Chief Executive Officer Gary Dickerson said artificial intelligence is driving a multi-year expansion in semiconductor manufacturing demand, with the company positioned around the areas he described as the fastest-growing parts of wafer fab equipment spending.
Speaki
The artificial intelligence (AI) revolution has expanded to include many tech companies. But the industry's leaders are likely to drive growth over the next several years.
What Happened? A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplie...
Broadcom joining Applied Materials’ EPIC platform adds another layer to the AI infrastructure story, as advanced packaging becomes more critical for custom accelerators, networking chips, and next-generation compute systems.
