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Seeking Alpha
seekingalpha. com > article > 4897721-roku-new-highs-no-problem

Roku: New Highs, No Problem (NASDAQ: ROKU)

1+ hour, 14+ min ago  (14+ words) Roku stock jumps to $125 as platform revenue grows 28% and EBITDA surges 165%....

Seeking Alpha
seekingalpha. com > news > 4582489-nvidia-b300-servers-hit-1m-price-in-china-amid-us-curbs---report

Nvidia B300 servers hit $1 M price in China amid U. S. curbs - report

2+ day, 7+ hour ago  (35+ words) The price for Nvidia's (NVDA) B300 servers, key for AI tasks, is now around $1 M (7 M yuan) each in China due to surging demand and tightened U. S. export curbs that have disrupted supply chains...

Seeking Alpha
seekingalpha. com > article > 4896075-asml-the-question-is-whether-its-monopoly-can-outrun-its-premium-valuation

ASML: The Question Is Whether Its Monopoly Can Outrun Its Premium Valuation

2+ day, 18+ hour ago  (26+ words) ASML commands a monopoly in EUV lithography, cementing its systemic importance in the semiconductor supply chain. Click here to read why ASML stock is a Buy....

Seeking Alpha
seekingalpha. com > news > 4581560-gilat-unit-secures-order-worth-over-7m-for-us-defense-project

Gilat unit secures order worth over $7 M for U. S. defense project (GILT: NASDAQ)

3+ day, 1+ hour ago  (18+ words) Gilat (GILT) wins $7 M+ U. S. defense program order for Enduro Stream satellite power amplifiers, delivering over 24 months....

Seeking Alpha
seekingalpha. com > article > 4895337-nvidia-ai-transcends-semiconductors-cyclical-nature

Nvidia: AI Transcends Semiconductors' Cyclical Nature (NASDAQ: NVDA)

3+ day, 13+ hour ago  (23+ words) Nvidia Corporation rides the early AI s-curve as labor shifts to compute, boosting margins. Click for this NVDA update and look ahead....

Seeking Alpha
seekingalpha. com > news > 4580632-super-micro-bets-on-arm-architecture-as-it-expands-data-center-offering

Super Micro bets on arm architecture as it expands data center offering (SMCI: NASDAQ)

4+ day, 20+ min ago  (22+ words) Supermicro expands AI data center portfolio with Arm-based, liquid-cooled servers for better performance-per-watt, flexible rack-scale deployments'learn. .....

Google News
seekingalpha. com > article > 4894826-amd-inference-and-agentic-ai-are-expanding-its-runway

Google News

4+ day, 8+ hour ago  (13+ words) AMD: Inference And Agentic AI Are Expanding Its Runway (NASDAQ: AMD)Seeking Alpha...

Seeking Alpha
seekingalpha. com > pr > 20487917-viavi-announces-investment-in-pcie-7_0-protocol-analysis-testing-platform

VIAVI Announces Investment in PCIe 7. 0 Protocol Analysis Testing Platform (2026-04-27)

5+ day, 4+ hour ago  (118+ words) New design will be showcased at PCI-SIG Devcon from May 6-7 PCI Express" is a high-speed computer expansion bus standard that enables emerging applications in industries ranging from data center, hyperscale, cloud, AI and Machine Learning (ML) to quantum computing, Io T,…...

Seeking Alpha
seekingalpha. com > article > 4894659-sandisk-the-ai-memory-bottleneck-is-shifting-and-market-hasnt-caught-up

Sandisk: The AI Memory Bottleneck Is Shifting - And Market Hasn't Caught Up (NASDAQ: SNDK)

4+ day, 22+ hour ago  (183+ words) Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to…...

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seekingalpha. com > article > 4894673-intel-a-very-strong-q1-report

Intel: A Very Strong Q1 Report, But Remains A 'Hold' (NASDAQ: INTC)

4+ day, 21+ hour ago  (26+ words) Intel is progressing through the latter stages of a major turnaround, with Q1 results showing improved operational performance. Click to read why INTC is a Hold....