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from24/7 Wall St.
2 hours agoThis "Boring" Country ETF Is Secretly A High-Octane AI Hardware Trade
The AI thesis is concrete. NVIDIA reported $68.13 billion in fiscal Q4 revenue, with Data Center alone at $62.31 billion and networking up 263% year-over-year. Jensen Huang told investors "computing demand is growing exponentially, the agentic
Business
#ai-infrastructure
European startups
fromTNW | Artificial-Intelligence
1 day agoGPUaaS is reinforcing the illusion of European AI sovereignty
European AI compute expansion is constrained by dependence on non-European GPU design and Asian manufacturing, limiting technological sovereignty despite growing GPU access via cloud and GPUaaS.
#artificial-intelligence
Artificial intelligence
from24/7 Wall St.
3 days agoBlackRock's Larry Fink Says AI Is Creating a New Trillion Dollar Asset Class -- And Trump's Policies May Accelerate It
AI infrastructure shortages in compute, chips, memory, and electricity could create a new trillion-dollar asset class via futures on compute.
Artificial intelligence
from24/7 Wall St.
3 days agoBlackRock's Larry Fink Says AI Is Creating a New Trillion Dollar Asset Class -- And Trump's Policies May Accelerate It
AI infrastructure shortages in compute, chips, memory, and electricity could create a new trillion-dollar asset class via futures on compute.
#intel
Tech industry
fromTNW | Finance
4 days agoIntel stock triples under Lip-Bu Tan as Trump, Musk, and Apple relationships outpace the manufacturing execution the company still needs
Intel’s stock surged under Lip-Bu Tan as he built external alliances, but manufacturing and product execution remain unproven and unresolved.
from24/7 Wall St.
6 hours agoWhy This AI Stock Could Be the Easiest 10x Trade of 2026
MaxLinear is a mixed‑signal communications chip company, and its products are in high demand from the data center buildout, requiring more communications equipment. What makes it special is that it has been consistently under-the-radar and trades with a market cap of just $7 billion. That's despite its family of high‑speed PAM4 DSPs targeted at data center optics, plus supporting components like a Washington 200G TIA (transimpedance amplifier) aimed at cost‑effective, low‑power 1.6T optical connectivity for AI data centers.
Tech industry
Artificial intelligence
from24/7 Wall St.
10 hours agoAI's Next Leg Might Be Bigger Than Anyone Thinks - and These 2 Stocks Are Quietly Positioning for It
AI stock cooldown appears over as agents and frontier models drive renewed demand, but semiconductor valuations look excessive, shifting focus to other AI beneficiaries.
European startups
fromwww.theguardian.com
13 hours agoTrump heads to China to spread the gospel of American tech while emulating Xi Jinping on AI
Trump’s China trip includes major technology leaders to support high-stakes negotiations, especially around semiconductors and AI, while China’s stricter AI rules shape the agenda.
fromGSMArena.com
1 day agoMediaTek's Dimensity 8600 to bring big upgrades
MediaTek is expected to unveil the Dimensity 9600 SoC later this year as its next flagship chip, but the company is also working on the Dimensity 8600 upper-midrange SoC as well. This is important because in recent times, MediaTek's Dimensity 8 series chips have dominated AnTuTu benchmark ratings for upper-midrange phones - it kind of seems like Qualcomm has decided to just hand over this market to MediaTek.
Mobile UX
from24/7 Wall St.
6 days agoS&P 500 Extends Record Run as Semis Soar, Oil Falls and Strait Traffic Flows
The S&P 500 is set to extend a record run as crude tumbles and traders welcome signs the Iran conflict could be winding down. Stocks are soaring because the Strait of Hormuz appears clear and a chip-led rally is rolling into a second day.
Tech industry
#ai
Artificial intelligence
from24/7 Wall St.
1 week agoThe AI Gold Rush Just Hit a New Layer: Here's Why Sandisk Is Printing Money
The next phase of AI focuses on memory requirements, making memory suppliers key players in the AI era.
Artificial intelligence
from24/7 Wall St.
2 weeks agoOpinion: 3 Main Drivers Will Define the Next Phase of the AI Race - and Only a Few Companies Actually Have Them
AI trade is revitalizing, with semiconductor companies leading due to strong demand and evolving AI technologies.
Intellectual property law
fromTNW | Insights
2 weeks agoThe US government's Intel stake is now worth $36 billion. Nobody in Washington planned it that way.
The US government's stake in Intel, worth $36 billion, is one of the most profitable investments in American industrial history, despite being accidental.
Business
from24/7 Wall St.
2 weeks agoB. Riley Just Upgraded On Semiconductor to Buy and Nearly Doubled Its Price Target. Is This the Chip Comeback of 2026?
B. Riley upgraded On Semiconductor to Buy, raising the price target to $115, indicating strong confidence in the company's recovery and growth potential.
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