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2026-09-25
D-Wave Quantum (NYSE: QBTS) Secures $100M In CHIPS Act Funding While Landing AT&T And NTT DOCOMO Deals - foreignpolicyjournal.com
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news.google.com 2026-09-25
2026-09-18
MediaTek Stock Surpasses Qualcomm (NASDAQ: QCOM) In Market Cap As Dimensity 9600 Pro Targets Premium Smartphone Turf - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-09-18
2026-09-13
Oracle (NYSE: ORCL) Reports 97.9% GPU Utilization As Nvidia (NASDAQ: NVDA) Chip Shortage Becomes Impossible To Ignore - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-09-13
2026-09-13
U.S. Government Backs D-Wave (NYSE: QBTS), Rigetti (NASDAQ: RGTI), And Quantinuum With $300 Million In CHIPS Act Funding - foreignpolicyjournal.com
0.95
www.foreignpolicyjournal.com 2026-09-13
2026-09-09
Citi: Optical Interconnects Are the 'Next HBM' — NPO Pulls Ahead with 2027 Market Entry - finance.biggo.com
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finance.biggo.com 2026-09-09
2026-09-08
ASML begins construction of new Eindhoven campus, strengthening its presence in the Brainport region - Yahoo Finance
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finance.yahoo.com 2026-09-08
2026-09-04
Semiconductor Investing Gets More Selective as HBM, CPU and NAND ‘Pinpoint’ ETFs Flood the Market - IT조선
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it.chosun.com 2026-09-04
2026-08-23
Nvidia (NASDAQ: NVDA) Leads The Semiconductor Pack As Data Confirms AI Chip Dominance Over AMD And Qualcomm - foreignpolicyjournal.com
0.95
www.foreignpolicyjournal.com 2026-08-23
2026-08-21
Barclays (BARC) Cuts Price Target But Reiterates Overweight On SK Hynix (NASDAQ: SKHY), Citing HBM Strength And Nvidia Partnership - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-08-21
2026-08-13
DAVENPORT & Co LLC Cuts Stock Position in Micron Technology, Inc. $MU - MarketBeat
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www.marketbeat.com 2026-08-13
Micron Technology delivered a strong quarterly performance in Q2 2026, with revenue up 345.8% year-over-year to $41.46 billion and EPS of $25.11, exceeding analyst expectations. However, institutional investor DAVENPORT & Co. LLC reduced its stake by 8.8%, selling 3,199 shares and retaining 33,300 s
Micron TechnologySemiconductorAI ChipsMemory ChipsInstitutional InvestorsStock SellingMarket AnalysisEarnings Report
2026-08-06
Broadcom (NASDAQ: AVGO) Captures The Hyperscaler AI Capex That Bypasses Nvidia (NASDAQ: NVDA) - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-08-06
2026-08-05
NPO Q2 Deep Dive: Semiconductor Demand and Acquisitions Drive Upbeat Outlook - StockStory
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stockstory.org 2026-08-05
2026-08-03
Michael Burry Expands Bearish Bets Against Nvidia (NASDAQ: NVDA) And Micron (NASDAQ: MU) While Buying Consumer And Healthcare Stocks - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-08-03
2026-08-03
Qualcomm's (NASDAQ: QCOM) 2.5% Dividend Yield And Data Center Push Make It A Compelling Buy - foreignpolicyjournal.com
0.92
www.foreignpolicyjournal.com 2026-08-03
2026-08-01
Apple (NASDAQ: AAPL) Stock Price Diverges From Mag7 Peers As Chip Shortage Weighs On Results, Amazon (NASDAQ: AMZN) Surges - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-08-01
2026-07-27
Nvidia's $2 Billion Stake Transforms Nebius Group (NASDAQ: NBIS) Into a Major AI Infrastructure Contender - foreignpolicyjournal.com
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news.google.com 2026-07-27
2026-07-25
Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), And TSMC (NYSE: TSM) Stand To Gain Most If AI Spending Reaches $1 Trillion - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-07-25
Global AI infrastructure investment is accelerating at a pace that few analysts anticipated, with hyperscaler capital expenditure projections rising steadily throughout 2026. The four major AI hyperscalers are collectively on track to spend around $650 billion on data center capital expenditures thi
Artificial IntelligenceSemiconductor IndustryAI ChipsNVIDIABroadcomTSMCData CentersCapital Expenditure
2026-07-23
WAIC 2026: Lightelligence maps AI's optical future with CPO, NPO, photonic computing
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digitimes.com 2026-07-23
2026-07-18
Palantir (NASDAQ: PLTR) CEO Alex Karp Names Nvidia, Micron, And SK Hynix As The Only True AI Infrastructure Winners - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-07-18
2026-07-17
Stocks making the biggest moves midday: Manpower, Abbott, UnitedHealth, TSMC & more - CNBC
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www.cnbc.com 2026-07-17