Plug Power is showing tangible signs of improvement as margins recover, losses narrow, and management targets profitability by the end of 2026.

General Motors is doubling down on a new battery technology that could improve EV economics while differentiating it from competitors relying on lithium iron phosphate batteries.

Corning’s latest Amazon agreement strengthens the case that fiber optics demand is becoming a major AI infrastructure growth driver.

Intel's latest foundry momentum is fueling optimism that the company could become a major beneficiary of the expanding AI infrastructure buildout.

IBM's massive quantum computing investment is strengthening its position in what could become one of the technology industry's largest long-term opportunities.

Sandisk stock is surging after Barclays highlighted the company’s aggressive long-term AI memory contracts and structurally stronger earnings outlook.

Enlight Renewable Energy surged after securing a long-term Google power agreement, reinforcing its growing role in the AI-driven electricity infrastructure boom.

Broadcom is attracting fresh attention after Duquesne initiated a new AVGO position, while the company’s AI semiconductor revenue continues to accelerate.

ARM stock is climbing to fresh highs after Jefferies argued Nvidia’s Vera CPU momentum could dramatically accelerate Arm’s long-term royalty growth in AI infrastructure.

Broadcom joining Applied Materials’ EPIC platform adds another layer to the AI infrastructure story, as advanced packaging becomes more critical for custom accelerators, networking chips, and next-generation...