Applied Optoelectronics already has more AI-optics demand than it can fulfill, and a potential U.S. ban on Chinese suppliers could make its race to expand capacity even more important.

Meta's massive AI spending is crushing free cash flow, but BNP Paribas sees multiple ways the company could eventually turn its enormous computing capacity into a new source of revenue.

Hedge funds are divided on TSMC, but record AI-driven results and strong U.S. expansion give the bulls plenty of reason to stay confident.

Apple's camera-equipped AirPods show where its AI ambitions are headed, but another delay highlights the company's continued struggle to deliver AI on schedule.

Etched is betting its specialized inference chips can challenge Nvidia as AI workloads shift toward the massive computing demands of inference.

Duos' latest quarter offers the clearest evidence yet that its transformation into an AI data-center company is starting to pay off.

Fabrinet delivered record results and strong guidance, but concerns over Nvidia sales sent FN stock tumbling and may have created an opportunity.

Coherent is expanding beyond AI optics into thermal management just as rising AI power demand creates another major infrastructure bottleneck.

IREN's first Microsoft data center is now live, giving investors early proof that its AI pivot can turn massive contracts into revenue.

Costco is entering Medicare through SCAN just as major insurers scale back, giving the retailer another way to deepen its relationship with its aging customer base.