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Nancy Pelosi's spouse capitalized on Bloom Energy's surge before its S&P 500 inclusion, driven by AI data center power demand. The infrastructure expansion is reinforced by massive triple-digit AI re…
Broadcom and Astera Labs are competing heavily in AI infrastructure and high-speed connectivity. While Broadcom reported strong AI semiconductor revenue growth and partnerships with major tech giants…
Sandisk and Marvell Technology surged sharply, signaling renewed investor appetite for chip and AI infrastructure stocks after July's position unwind, with analysts citing strengthening earnings outl…
24/7 Wall St. rates Micron a HOLD (fair value after 780% surge), AMD a BUY (+14% upside on Meta/OpenAI GPU deals), and Marvell top pick with 42% upside on custom silicon growth.