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Demand for HBM expected to surge, with strong adoption anticipated in 2026.
Broadcom's VMware acquisition enhances revenue and cross-selling opportunities for AI technologies.
Poet Technologies aims to make transceivers more efficient and cheaper.
Switching from copper to photonic solutions for lower energy and higher bandwidth.
ASML shows excellent returns on invested capital, positioning it favorably against competitors.
Future AI integration will enable proactive user interactions and personalized experiences.
Nvidia affirms its reliance on TSMC's manufacturing for enhanced supply resilience.
RSI above 85 signals a potential unsustainable reversal in stock price.
RSI above 85 signals a potential unsustainable reversal in stock price.