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06.08.26 - 06:24
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One Massive AI Hardware Truth Keeps Me Loading Up On AMAT Ahead of Aug. 13 Earnings Print (24/7 Wall St.)
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I keep hitting the buy button on Applied Materials (NASDAQ:AMAT) because one truth about the AI build-out has become impossible to ignore: NVIDIA (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and custom ASIC designers cannot ship a single next-gen AI chip without advanced wafer fab packaging, and Applied sells the etch, deposition, and CMP tools that make ... One Massive AI Hardware Truth Keeps Me Loading Up On AMAT Ahead of Aug. 13 Earnings Print...
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06.08.26 - 02:12
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Dark fiber essential for next-gen distributed AI centers (Digitimes)
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All-photonic networks (APN) are emerging as critical infrastructure for 6G, AI computing and smart cities. Nvidia's plan to expand its AI footprint in the US underscores why dark fiber is essential for distributed AI computing centers, according to Chau-Lyan Chang, director general of Taiwan's National Center for High-performance Computing (NCHC)....
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05.08.26 - 21:24
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Live: Will SanDisk Smash Tonight’s Q4 Earnings After 500% YTD Rally? (24/7 Wall St.)
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Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and SanDisk didn't make the cut. Grab the names FREE today. SanDisk Q4 Earnings Are Out After the Close 4 minutes ago Live SanDisk reports fiscal fourth-quarter 2026 earnings after the closing bell, with Wall Street ... Live: Will SanDisk Smash Tonight's Q4 Earnings After 500% YTD Rally?...
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