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Intel and Sandisk have posted massive stock gains driven by artificial intelligence hardware demand, but contrasting P/E ratios highlight different risks across the semiconductor sector.
A decade-long investment in Apple with reinvested dividends yielded a more than twelvefold return, backed by $755 billion in stock buybacks and steady hardware market share.
Broadcom and Micron Technology enter 2026 with strong growth driven by AI hardware demand, though investors face distinct tradeoffs between Broadcom's custom ASIC expansion and Micron's memory market recovery.
Positron AI Inc. has secured $875 million in new funding at a $5 billion valuation to develop artificial intelligence inference appliances that swap scarce enterprise high-bandwidth memory for smartphone-grade LPDDR5X components.
During his inaugural keynote as Apple chief executive, John Ternus rejected claims that the smartphone has peaked, placing the iPhone at the center of the company's hardware and artificial intelligence strategy.
Qualcomm has issued Amazon warrants worth approximately $4 billion alongside a multi-generational custom silicon agreement for AWS, with vesting tied to milestone achievements and server hardware purchases.
As Nvidia prepares to release its quarterly financial results, industry analysts are closely examining the chipmaker's 74% gross margins and $92 billion revenue projections as a gauge for the broader enterprise artificial intelligence market.
Surging power requirements from artificial intelligence infrastructure are reshaping technology sector capital flows, highlighting the crucial role of utility-scale clean energy suppliers like Brookfield Renewable.
Neocloud provider Iren and memory architecture developer Netlist are positioning themselves to capture expanding enterprise spending across the artificial intelligence supply chain.
Semiconductor leaders Nvidia and Broadcom are capturing record AI data center spending through distinct architectural strategies, with Nvidia expanding its GPU base while Broadcom scales custom ASIC partnerships.
While the S&P 500 pulled back on rate concerns, Sandisk and Micron Technology posted significant gains as capital shifted toward AI storage and memory infrastructure.
Ahead of the Federal Reserve's mid-September policy meeting, the Trump administration has launched a broad public effort to prevent a potential interest rate hike, pointing to supply-side capital investments including artificial intelligence buildouts.
AI compute provider Nscale is seeking $3.5 billion in new funding through convertible notes and Nvidia capital as it prepares for a potential initial public offering as soon as this month.
Luka Kids unveiled an AI drawing projector at IFA in Berlin that turns children's verbal prompts into traceables, navigating new EU mental health and AI regulations.
Dell Technologies shares jumped in extended trading after reporting second-quarter financial results and raising its full-year guidance well above Wall Street estimates on strong AI server demand.
The Santa Clara startup is building chiplet and licensing technology designed to move data faster between AI processors, memory and networking systems.
The chipmaker is bringing a hardware-neutral AI software platform into its edge-to-cloud strategy.
The AI chip startup plans to scale production and customer deployments as it builds specialized hardware for high-volume inference.
The Kubernetes management company added Goldman Sachs and strategic investors as businesses move AI systems from pilots into production.
The hardware startup is betting that a simple recorder with free transcription can hold a place beside phones and software-only meeting assistants.
The AI infrastructure company is using its fourth financing in 18 months to expand model inference services for enterprise customers.
The chip company is rebuilding and scaling its cloud business after a major licensing and talent agreement with Nvidia.
The semiconductor startup reached a $2 billion valuation and $500 million in total funding as it develops alternatives for connecting AI data centers.
The Palo Alto startup is using AI to help companies define specialized processors before the expensive physical design and manufacturing stages.
The AI chipmaker nearly doubled its offering price as investors sought another route into compute infrastructure.
The startup wants hardware makers to connect glasses, jewelry and home devices to models and multimodal services without building the entire stack.
The Palo Alto AI infrastructure company will use the capital to expand its SN50 chip and SambaCloud platform as demand grows for alternatives in inference computing.
The Mission Bay startup is building laboratory systems that use living neurons for AI workloads, an ambitious alternative to conventional silicon.
