AI Infrastructure

Sanmina stock forecast: $18.5B outlook needs a 23% sales ramp

Sanmina shares rose 18.5% in early after-hours trading on November 9 after the server manufacturer reported $3.86 billion in quarterly…

11 hours ago

NRG stock forecast: The earnings test for its $4 billion sale

NRG Energy agreed on November 9 to sell six natural gas power plants to LS Power for $4 billion in…

20 hours ago

Nvidia vs AMD stock forecast: What a 7.4-point gap implies

Nvidia fell 4.9% and AMD rose 2.5% in an early U.S. premarket snapshot on Monday, November 9, 2026. The 7.4…

21 hours ago

Rohm lifts profit forecast 67%; depreciation drop matches 85% of H1 gain

Rohm raised its annual operating-profit forecast by 66.7% on November 5, citing stronger AI-related server demand and improving profitability. The…

5 days ago

Shibaura raises profit forecast to ¥17.5B; H2 needs an 85% jump

Shibaura Mechatronics raised its annual operating-profit forecast to ¥17.5 billion on November 5, citing stronger semiconductor investment. Yet the Japanese…

5 days ago

Advantest vs Tokyo Electron: 9.1% slide leaves a 31% valuation premium

Advantest fell 9.1% and Tokyo Electron dropped 7.5% in Thursday morning trading in Tokyo on November 5. At nearly simultaneous…

5 days ago

SpaceX Q3 2026: First-Ever Profit of $4.4 Billion as AI Revenue Overtakes Starlink

SpaceX (Nasdaq: SPCX) reported its first quarterly profit as a public company on Tuesday, posting net income of $4.4 billion…

3 weeks ago

DeepSeek Flash update claims gains on 11 benchmarks, same price

DeepSeek on Saturday, Oct. 17, released DeepSeek-V4.1-Flash-1017, an update to the Flash model it launched on Sept. 10, with MIT-licensed…

3 weeks ago

SpaceX earnings Oct. 20: the bar Q2 set and what has changed

SpaceX will report third-quarter results after the market closes on Tuesday, Oct. 20, and hold an audio webcast at 4:30…

3 weeks ago

Chip stocks fall an eighth straight day, a streak not seen since 2008

The Philadelphia Semiconductor Index, the benchmark for U.S.-listed chipmakers, fell 3.83% on Friday, Oct. 16, and closed at 11,137.29. It…

3 weeks ago

CoreWeave shares fall 11% as AI debt market tests its buildout

CoreWeave shares were down more than 11% in Friday trading, according to a Reuters report updated at 12:57 p.m. ET.…

4 weeks ago

Nvidia stock: Zesty launches tool to cut excess GPU buying

Zesty launched a tool on Thursday that aims to let companies run more AI workloads on the Nvidia GPUs they…

4 weeks ago

Rambus stock: LPDDR6 chip expands its AI-memory lineup

Rambus announced a power-management chip for the next generation of low-power AI server memory on Tuesday, October 13, extending a…

4 weeks ago

An $800B open-hardware forecast puts Dell’s AI strategy in focus

Dell’s AI business has a larger potential market to pursue—and more reason to explain what customers are paying Dell to…

4 weeks ago

Palantir stock jumps 5.2%: sovereign AI faces an overseas test

Palantir stock finished Friday at $209.05, up 5.17%. The sovereign AI opportunity offers a new reason to look beyond its…

1 month ago

CIEN Stock Jumps 11%—What Ciena’s 2029 Targets Now Require

CIEN stock surged 11.39% to $434.06 by 2:40 p.m. EDT on Tuesday, October 6, according to TECHi’s dated Ciena quote.…

1 month ago

ALAB Stock Jumps 7%—Why Astera Labs Is Rallying Today

Astera Labs shares surged Tuesday even though the company had not posted a new press release or SEC filing to…

1 month ago

Cerebras stock jumps 9%; Q3 sales guide sets a harder test

Cerebras shares closed Monday, October 5, at $181.55, up 9.08% from Friday's $166.43 close, according to TECHi's Yahoo-sourced CBRS quote.…

1 month ago

Cerebras Lockup: 171M Shares vs a 34.5M Float

Cerebras has already passed its first public-market test. CBRS priced at $185, survived a volatile debut, and closed September 25…

2 months ago

Akamai’s $11.6B Anthropic Deal Comes With $5.5B Capex

Akamai's $11.6 billion Anthropic contract looked like a clean AI-cloud victory when the news crossed. The shareholder math is less…

2 months ago

AMD Stock Forecast After $1 Trillion: The Easy Upside Is Gone

Advanced Micro Devices crossed the $1 trillion market-cap line on Monday, then held near the milestone Tuesday as investors kept…

2 months ago

ARM Stock Forecast After a 17% Rally: The Target Gap Is the Risk

Arm Holdings shares closed Monday at $322.90, up 17.16% in one session, after investors linked Meta’s fast-starting Muse agent to…

2 months ago

OpenAI is in talks at a $1.2 trillion valuation, days after calling for an AI slowdown

OpenAI is in early talks with investors about a funding round that would value it at more than $1.2 trillion,…

2 months ago

10-year Treasury yield hits 5%, a 19-year high, and AI’s borrowing bill goes up with it

The 10-year Treasury yield rose above 5% on Tuesday morning and touched 5.04%, its highest level since 2007, as oil…

2 months ago

Oracle falls 5%: $700 million more in layoff costs, and Ellison’s $7.5 billion sale is off

Oracle is cutting staff to pay for the data centers it is building, and its founder has decided not to…

2 months ago

Firmus kicks off a A$7 billion IPO: OpenAI anchors Australia’s biggest float since Telstra

Firmus Technologies began pitching investors on Monday for an initial public offering that could raise as much as A$7 billion,…

2 months ago

South Korea’s ICT exports hit a record. Without them, it ran a $6.6 billion trade deficit

South Korea exported a record $59.98 billion of information and communications technology products in August, up 162.6% from a year…

2 months ago

Anthropic is the $13.7 billion GPU customer in Trump-linked RUM Group’s deal: report

Anthropic is the previously unnamed customer that agreed last month to buy about $13.7 billion of AI computing services from…

2 months ago

SoftBank shares sink nearly 12% as AI slowdown talk hits its $64.6 billion OpenAI bet

SoftBank Group shares fell nearly 12% in Tokyo on Monday, the steepest drop among the major Asian AI stocks TECHi…

2 months ago

SK hynix falls 5%, KOSPI drops 3% as Asia’s chip stocks slide after AI slowdown call

Shares of SK hynix fell 5.4% and Samsung Electronics 3.4% in the first 20 minutes of trading in Seoul on…

2 months ago