Google CEO Sundar Pichai's public praise of SpaceX highlights a deeper strategic alignment between the two companies, particularly concerning AI development and its applications. This analysis explores the potential imp…
Qualcomm exceeded Q4 earnings expectations and provided a positive forecast, driven by strong performance in automotive and IoT sectors. Despite macroeconomic headwinds, the company anticipates continued growth in key a…
Astera Labs has demonstrated strong performance in the AI data center market, exceeding Q3 targets. However, margin concerns have led to stock fluctuations, requiring careful consideration of long-term profitability.
Astera Labs has significantly outperformed Nvidia and Broadcom in stock performance this year, driven by its focus on data center connectivity solutions crucial for AI infrastructure. While Nvidia dominates AI compute, …
Jio has introduced a new ₹1799 plan offering 84 days of access to Netflix, along with 3GB of 5G data per day and unlimited calls. The plan aims to provide users with seamless access to streaming content.
Credo Technology Group, a company specializing in high-speed connectivity solutions, has emerged as a key beneficiary of the AI boom due to the increasing demand for its advanced, albeit expensive, cables. These cables …
SpaceX successfully launched 24 Amazon Kuiper satellites on a Falcon 9 rocket after multiple weather-related delays. The launch marks a significant step in Amazon's effort to build a satellite internet constellation. Th…
Citi has issued a street-high price target for Astera Labs (ALAB), citing significant upside potential driven by the increasing demand for AI infrastructure. The analysis suggests Astera Labs is well-positioned to benef…
OpenAI's partnership with Broadcom to develop custom AI chips signals a strategic move towards internalizing hardware development and reducing reliance on Nvidia and AMD. This collaboration could reshape the AI chip mar…