15+ hour, 24+ min ago   (156+ words) FormFactor’s AI testing role is expanding, and the real story is how that exposure lines up with its customer concentration and earnings sensitivity. See how the pieces fit in the 3 key rewards and 3 important warning signs (1 is major!) ASE Technology…...

4+ day, 21+ hour ago   (392+ words) ERock, Inc. Class A The three stocks highlighted next are just a sample of what the AI data center infrastructure theme can surface, and the full screen also surfaced 34 more companies with equally compelling business narratives that are not covered…...

6+ day, 20+ hour ago   (416+ words) Nokia Oyj Sponsored ADR Fabrinet‘s (NYSE:FN) fiscal fourth quarter earnings offered more than another record quarter—they revealed just how deeply the company is embedded in the AI infrastructure buildout. One of the most revealing disclosures in Fabrinet’s…...

1+ week, 17+ hour ago   (225+ words) Sahm AI Chips Today - Fort Technology Expands Amid Record Revenue and Strategic Acquisitions Recent developments in the AI Chips sector highlight significant growth and strategic expansions. Fort Technology Inc., a subsidiary of Nexera Technologies, reported a record 49% increase in revenue…...

1+ week, 3+ day ago   (284+ words) The stocks covered below are just a small sample, while the full screen surfaced 62 more companies with equally compelling AI hardware narratives that are not included here. If you want to identify potential front runners in next generation compute, go…...

1+ week, 3+ day ago   (310+ words) Sahm Latest News In AI Chips - Cerebras Expands Amidst Rising Demand For AI Innovation Cerebras Systems recently reported significant growth in its AI chip and cloud businesses, with its cloud revenue nearly quadrupling year-over-year in the second quarter of 2026. This…...

3+ week, 5+ day ago   (501+ words) Forget the Apple Phase-Out: Patrick Moorhead Says Qualcomm Boasts a 'Rocking' Auto Business and Data Center Tech 'Different From NVIDIA' Alphabet Inc. Class A Alphabet Inc. Class C Advanced Micro Devices, Inc. Despite market anxiety over an accelerating Apple Inc....

4+ week, 1+ day ago   (375+ words) Sprinklr, Inc. Class A Overview: Innodata is a data engineering company that helps enterprises and small to mid-sized businesses build, train, and run AI models, as well as turn unstructured information like medical records and media coverage into usable digital…...

1+ mon, 3+ day ago   (681+ words) PHLX Sox Semiconductor Sector Ishares Picture being told that the poster child of the artificial-intelligence boom trades at the same valuation as the broad market. Not long ago, that would have sounded absurd. Yet, that’s precisely where Nvidia Corp. (NASDAQ:…...

1+ mon, 4+ day ago   (359+ words) IREN Limited (NASDAQ:IREN) shares are up on Monday, rising as high as 15%, as the company announced a significant increase in its annualized run-rate revenue forecast. This comes on the heels of securing new multi-year cloud services contracts valued at…...