CA
NZ
UK
AU
IND
US
Credo Technology, a notable player in the semiconductor sector, has been riding a wave of demand due to its innovative Active Electrical Cable (AEC) solutions. These cables replace traditional optical transceivers, offering 800G data center connections at a 50% lower cost while maintaining performance. …
CrowdStrike (Nasdaq: CRWD) has delivered a stellar earnings report, exceeding consensus estimates and raising full-year guidance. The company's decision to announce a 4-for-1 stock split has sent a strong signal to the market, indicating management's confidence in the sustainability of current prices. This move …
In an era marked by shifting global trade dynamics, few sectors are as pivotal as railway infrastructure. Stanley Druckenmiller, renowned for his macroeconomic insight, has spotlighted Westinghouse Air Brake Technologies as his premier non-AI investment. His conviction stems from the belief that US freight …
Broadcom Inc. has captured the attention of billionaire investor Ken Fisher, earning a spot among his top dividend stock selections. This distinction is particularly noteworthy given Broadcom's ability to marry a respectable dividend yield with robust growth in the burgeoning artificial intelligence (AI) sector. …
The recent AI-led selloff in the stock market has been followed by a broad rally, indicating a potential market recovery. This phenomenon is characterized by a specific technical signal, where the same stocks that led the selloff, such as NVDA, AVGO, and MRVL, are …
Corning experienced a significant jolt to its stock price, jumping 9.5% in a singleTrading session, propelled by the announcement of a multi-billion dollar fibre optic deal with Amazon. This surge reflects a market belatedly recognizing what Amazon's procurement strategists have understood for some time: …
The recent agreement between Corning Inc. (NYSE: GLW) and Amazon marks a pivotal moment for the optical fiber industry, particularly in the context of artificial intelligence (AI) infrastructure. As AI applications proliferate, theDemandfor robust data centers has surged. Corning, with its expertise in optical …
For years, investors grappled with the looming shadow of Humira'sPatentexpiry and the subsequent rise of biosimil competition. This existential narrative cast a pall over AbbVie Inc. (NYSE: ABBV), suppressing its valuation multiples despite a strong track record. However, recent performance data, including a 12% …
Ken Fisher, a seasoned investor managing a portfolio worth $275 billion, has placed his bets on Alphabet Inc. (Nasdaq: GOOGL) as a compellingInvestmentin the burgeoning AI sector. With a price-to-Earnings(P/E) ratio of 22x, Alphabet stands out as the cheapest option among hyperscale AI stocks, …
The AI infrastructure trade witnessed a significant inflection point with the announcement of Amazon's (Nasdaq: AMZN) multi-billion dollar fibre deal with Corning Incorporated (NYSE: GLW). This agreement signals a crucial shift: hyperscalers' spending on AI-driven connectivity is transitioning from opportunisticCapital Expenditureinto a phase of …
Please wait processing your request...