Neutral
Last updated: 2026-04-08 19:19:09 ET
Institutional investors are pivoting toward the “picks and shovels” of the power sector — and opening a new frontier for AI-driven growth.
Nvidia has reserved the majority of TSMC’s most advanced packaging capacity. The lesser-known chipmaking step may become the next bottleneck for AI.
Alibaba and China Telecom launched a data center in China designed for AI training and inferencing.
Intel joins Musk's Terafab project as Tesla, SpaceX, and xAI push to produce their own chips.
Broadcom is likely to gain a lot of ground on its recent deals with Google and Anthropic, according to several shops on the Street.
Samsung Electronics forecast record first-quarter operating profit that came in far above analyst estimates on booming demand for AI memory chips.
The firm says it can reduce the cost of chip development by more than 75% and cut the timeline by more than half.
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