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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.
Shanghai Enflame Technology Co. raised 6.12 billion yuan in an initial public offering, seeing its stock surge 179% on its first day of trading amid heavy retail investor demand.
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.
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.
Nvidia sits within 3% of its 52-week high while major AI chip peers trade 18% to 32% lower, presenting stark valuation contrasts across the semiconductor supply chain.
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.
Television financial commentator Jim Cramer has outlined a structured buying approach for Applied Materials shares following a significant price retreat, emphasizing dollar-cost averaging in a volatile market for semiconductor capital equipment.
Nvidia has announced NVHBM, a custom high-bandwidth memory architecture designed to cut energy consumption and boost throughput for frontier AI models. Gated behind Nvidia's NVLink Fusion program, the technology is set to ship in volume in 2027.
The chipmaker's strategic partnership with Ilya Sutskever's research lab couples new capital with access to Vera Rubin computing systems.
The Dublin, California semiconductor company plans to commercialize a component that moves power vertically toward high-performance processors.
