Susquehanna raised Broadcom's (AVGO) price target to $490 from $450 ahead of the company's fiscal second quarter report on June 3, expecting better results but "modest" fiscal third quarter guidance.

MediaTek now uses both Intel EMIB and TSMC CoWoS packaging for AI chips, doubling its 2026 data center revenue forecast to $2 billion.

During the first quarter, we initiated a position in Alphabet Inc., the parent company of Google and one of the world’s most ...

AI inference chip startup Groq is raising $650M to expand GroqCloud capacity and develop next-gen LPU technology, potentially ...

At its annual I/O developer conference, one thing Google made clear during the opening keynote is the company is no longer building AI features on top of its existing products, but instead is moving ...

While some is undoubtedly hype, there are companies that will emerge dominant once the hype dies down. Two companies ...

Frontier LLMs are evolving away from the dense and homogeneous AI workloads that originally favored GPU architectures.

Google is reportedly pursuing a direct deal with TSMC to secure priority AI chip manufacturing, mirroring Apple's model.

Cerebras Just Priced The Biggest IPO Of 2026. The $56 Billion IPO Walking Into A Market Nvidia Already Bought.

The Tensor G6 could be the Pixel maker’s most powerful chip yet. But if you’ve been keeping track of Google’s Tensor’s performance over the last few generations, that may not be saying much. With ...

All four companies are using most of their available cash flows to build out data centers. During heavy capital investment cycles, cash flow from operations is a smarter metric to value a stock with ...