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As a leading compliance-first tokenization infrastructure provider managing billions of dollars in tokenized assets, including administering BlackRock's (NYSE:BLK) BUIDL tokenized money market fund, Securitize is viewed as a direct beneficiary of the regulatory breakthrough, which came just two days after the Senate failed to …
SK hynix (NASDAQ:SKHY) shares rallied in Thursday's session as memory chipSupplyconcerns intensified, with Intel (NASDAQ:INTC) CEO Lip-Bu Tan warning at an AI Infrastructure Summit that memory shortages could worsen into 2027, citing DRAM and NAND price increases of five to seven times amid surging …
Investors continue to focus on Supermicro's record backlog exceeding $60 billion in new AI orders, alongside fiscal 2027 revenue guidance of $65 billion to $72 billion, reinforcing the company's growth trajectory in AI server infrastructure.
The news reinforces Tower's growing footprint in AI-driven optical networking demand, coming just days after the company showcased its silicon photonics and silicon-germanium technology roadmap at the ECOC 2026 conference in Spain.
Continued technical validation is also supporting the stock, with IonQ reporting a strong showing at IEEE Quantum Week 2026, including nine research papers and four Best Paper Awards, alongside progress on its Superion platform and its manufacturing partnership with SkyWater (NASDAQ:SKYT).
Marvell (NASDAQ:MRVL) shares surged in Thursday's session on bullish analyst commentary and new AI-infrastructure partnerships ahead of the company's October 6 analyst day. One analyst said Marvell may be underestimating its custom AI chip opportunity, estimating the addressable market for custom silicon and XPU …
Micron (NASDAQ:MU) shares surged in Thursday's session after Intel's Chief Executive Officer Lip-Bu Tan warned that the global memory chip shortage could worsen into 2027, with DRAM prices already up more than 500% amid AI-driven demand. Micron is one of only three major DRAM …
NVIDIA (NASDAQ:NVDA) shares rose in Thursday's session after CEO Jensen Huang forcefully pushed back against calls for an AI development slowdown, telling attendees at a Salesforce event that safety concerns should be addressed through engineering rather than new regulation. Huang separately told an AI …
The Lektra deal helps the stock rebound sharply from this week's AI-slowdown-driven selloff, which was sparked by several AI executives' public calls for a deliberate pause in frontier model development, a selloff that also pressured semiconductor names including Kulicke and Soffa (NASDAQ:KLIC) and Qorvo …
AMD (NASDAQ:AMD) shares surged in Thursday's session, rebounding sharply after last week's AI-slowdown-driven selloff, as chip stocks broadly rallied on renewed confidence in AI infrastructure spending. The rebound follows bullish analyst commentary reaffirming that CPU and GPUDemandcontinues to outpace supply, alongside AMD's own AI …
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