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AI infrastructure

Everything we've published tagged AI infrastructure.

Intel Just Had Its Best Day in Decades. The Stock Is Up 87% in a Month. Now What?
INTCAMDAMAT

Intel Just Had Its Best Day in Decades. The Stock Is Up 87% in a Month. Now What?

A massive earnings beat, a $14.2 billion factory buyback, and a stock that's gone from left-for-dead to market darling — here's the domino chain most people aren't seeing.

Apr 25, 2026semiconductors
The Oxygen Supply for AI Is Running Low — and One Company Controls the Tank
005930.KSTSMMU

The Oxygen Supply for AI Is Running Low — and One Company Controls the Tank

Samsung's memory chip supercycle is repricing the entire semiconductor food chain, and most investors are still looking at the wrong stocks.

Apr 13, 2026samsung