Amazon's Graviton5 processor can advance its custom silicon strategy designed to deliver better performance and lower costs for AWS workloads and AI infrastructure.

Citi highlighted Broadcom (AVGO), Texas Instruments (TXN), and Applied Materials (AMAT) as attractive buys following the recent semiconductor sector selloff triggered by Broadcom’s Q2 results.

Evercore highlights Amphenol Corporation's critical role in supplying high-speed interconnects, connectors, and cables for the expanding AI data center infrastructure buildout.

Nvidia CEO Jensen Huang singled out Micron Technology as a major beneficiary of the highly profitable AI spending wave, reinforcing confidence in the company’s high-bandwidth memory leadership.

Oklo acquired ARMEC, a Tennessee-based precision manufacturing company with over 20 years of experience in high-tolerance nuclear components, to accelerate its reactor design, prototyping, and deployment...

Powerlaw Corp. disclosed SpaceX as its largest holding at $117 million, representing 19.37% of net assets in its concentrated portfolio of late-stage private technology companies.

W. R. Berkley raised its regular quarterly dividend by 11.1% to $0.10 and declared a special cash dividend of $0.50 per share, marking its 25th consecutive year of dividend increases.

ServiceTitan shares surged more than 4% after reporting strong fiscal Q1 2027 results, with revenue rising 25% year-over-year to $268.8 million, driven by its AI-powered platform.

Despite the selloff, analysts are bullish on Broadcom as investors continue to bet on its dominant position in AI networking and custom ASICs amid massive hyperscaler spending.

Microsoft declared its Majorana 2 topological quantum processor, a second-generation chip aimed at significantly improving qubit reliability and scalability. Wedbush described it as 'another validation'...