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Software
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Lumentum Stock Rises as AI Infrastructure Demand Outpaces Supply
Contributor: Currency Hedger | Market Analysis: Louis Roche, Today Markets Lumentum Holdings (NASDAQ: LITE) is drawing renewed investor attention as…
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Schneider Electric pays a high price for AI and software growth
Schneider Electric has agreed to the largest transaction in its history, acquiring US based PTC for USD 22.6 bilion. The…
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Intel declines: Share in “Terra Fab” threaten?
The American chipmaker is recording clear declines in pre-market trading during Monday’s session. The drop is hovering around 4%. These…
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Oracle Earnings: Strong Cloud Growth, but Cash Flow and Debt Concerns Remain
Today Markets Analysis: Oracle delivered a stronger-than-expected earnings report after the close of the US session on September 10, with…
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AI trade ignores inflation risks, as ECB set to hike, investors ponder Apple’s latest iPhone
Oil prices have pulled back slightly on Thursday, and Brent crude is back below $101 per barrel, which is giving…
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The US is pouring hundreds of millions more into quantum computing. This is only the beginning
D-Wave, Rigetti and Quantinuum have signed final agreements with the US Department of Commerce under which each company will receive…
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The State of “Memory Stocks”
Infrastructure development takes place in cycles. This is because large-scale projects require certain conditions and justifications, such as funding or…
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Chinese Company Challenges Samsung and SK hynix, But It Still Has a Long Way to Go
The headlines are strong. Chinese company YMTC has risen to third place worldwide in NAND memory shipments, overtaking Japan’s Kioxia.…
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EU chip stocks surge on Anthropic’s earnings! AstraZeneca halts trials for lung cancer therapy
Indices and Companies The session in Europe is running fairly quietly, characterized by cosmetic reshuffling between key markets and sectors.…
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Stock of the Week – Arista Networks—A Second-Tier Technology with Top-Tier Results
The larger data centers become, the less important a single processor becomes, while the network connecting thousands of computing units…
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