Category: AI

Nvidia’s first corporate bond sale since 2021 attracted $85 billion in investor demand—a 4.25x oversubscription that allowed the chipmaker to…

As hyperscalers pour $725 billion into AI infrastructure, the world’s dominant MLCC manufacturer finds itself at the nexus of an…

Credo’s revenue tripled in FY2026 as its Active Electrical Cables became the de facto standard inside hyperscaler AI clusters. With…

The semiconductor landscape has fractured into two distinct realms: the foundries that manufacture silicon and the architects that define its…

Citi’s double upgrade to Buy with a $575 price target validates AMD as a credible AI GPU challenger. The 6-gigawatt…

Oracle delivers a record-breaking Q4 with $638 billion in RPO backlog, yet the stock plunges 7% on a $40 billion…

While global markets navigate the dual headwinds of escalating US-Iran military strikes and impending CPI inflation data, the most consequential…

The artificial intelligence sector is preparing for an unprecedented liquidity event. On Monday, June 8, 2026, OpenAI confidentially filed an…

The semiconductor massacre that began on Wall Street last Friday has metastasized into a global contagion. On Monday, June 8,…

Fastly, Inc. (FSLY) has carved out a distinct niche in the rapidly expanding content delivery network (CDN) and edge computing…

When the great semiconductor reckoning arrived on Friday, June 5, 2026, the carnage was historic. The Nasdaq Composite plunged 4.18%,…