A game-changing AI efficiency breakthrough from Google has rattled Western Digital’s growth narrative. Is WDC a buy-the-dip opportunity now?

CBAK Energy Technology, Inc. (NASDAQ: CBAT) (“CBAK Energy,” or the “Company”), a leading lithium-ion battery manufacturer and electric energy solution provider in China, today reported its unaudited ...

As the AI demand continues to accelerate, startups are finding themselves elbowed out of the global memory supply chain. Lenovo Pro is now stepping in to ease access for startups and SMBs.

Micron is strong as structural shifts in memory reduce cyclicality and support long-term demand visibility. See why I reiterate my Strong Buy rating of MU stock.

CBAK Energy Technology, Inc. (NASDAQ: CBAT) ("CBAK Energy," or the "Company"), a leading lithium-ion battery manufacturer and electric energy solution ...

The Fund outperformed its benchmark in Q4 2025, led by strong selection in semiconductors and hardware. Read the full analysis for more details.

When oil routes choke, chip dreams feel the pressure India’s semiconductor ambitions haven’t hit a wall yet — but the Strait of Hormuz disruption is starting to squeeze the system. On paper, things ...

Industrial software firm AVEVA is doubling down on its “data to dollars” strategy, arguing that better data governance and AI-driven operational models can simultaneously boost production, cut costs, ...

Researchers use lasers to store data inside glass, creating a durable system that could preserve digital information for millennia.

Three races. Three wins. Three lost starts. Mercedes appears to have the benchmark power unit in the 2026 field, with an ...

By Armando Zuccali, Luxury Retail Analytics / Founder & CEO at Gag London Equity Capital Ltd The global watch industry has entered a phase that cannot be explained by cyclical correction alone. As of ...