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ASE is the world's largest provider of outsourced semiconductor assembly and test services, packaging and testing chips designed and fabricated by other companies, a step that has grown more important as advanced packaging becomes central to AI processors. Its US-listed shares are American depositary …
AXT makes compound semiconductor substrates, the specialized wafers on which certain chips and optical devices are built. Its indium phosphide substrates are used in components for optical communications, which has tied the company to the AIData Centerbuild-out, where high-speed optical links are in heavy …
CDW is one of the largest resellers and integrators of IT products and services in the United States, with operations in the United Kingdom and Canada. It sells notebooks, desktops, servers and networking gear along with software, cloud services and support. Because a meaningful …
Coherent makes lasers, optical networking components and engineered materials. A large and fast-growing part of itsBusinessis optical transceivers and related parts that link servers and switches inside data centers, withDemandsurging alongside the AI build-out. Because its biggest driver depends on the spending plans of …
Csquare is a Dallas-area digital infrastructure company that owns and operates carrier-neutral colocation data centers in the United States, Canada and the United Kingdom. It priced its initial public offering on July 15, 2026, at $21 per share, below its marketed range, and began …
Datadog provides a cloud-based platform that lets companies monitor infrastructure, applications, logs and security in one place, and has expanded into observability for AI applications. BecauseRevenueis tied to how much data and infrastructure customers run, it is often seen as a barometer of cloud …
Net sales rose to $185.0 million from $175.3 million, ahead of a $179.9 million estimate. Adjusted diluted earnings were $1.07 per share, compared with $0.86 a year earlier and $0.84 expected, andGAAPdiluted earnings were $0.85, a swing from a loss of $1.49 a year …
DigitalOcean offersCloud Computingaimed largely at developers, startups and small and mid-sized businesses, with virtual servers, storage, databases and managed services, an emphasis on simplicity and predictable pricing. In recent years it has added GPU-based infrastructure and AI tools to captureDemandfrom smaller customers building AI …
DXC was formed from theMergerof Computer Sciences Corporation and the enterprise services business of Hewlett Packard Enterprise (NYSE:HPE). It provides IT outsourcing, application management, cloud and infrastructure services and consulting to large enterprises and government agencies, and has spent years working to stabilize revenue …
The day's damage started with Intel (NASDAQ:INTC), whose weak fourth-quarter forecast triggered a broad chip sell-off. The closing market wrap showed theNasdaqComposite down 2.84% and the S&P 500 down 1.83%, while the S&P 500 technology sector fell nearly 5%. Amazon (NASDAQ:AMZN)'s negative freeCash Flowand …
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