Advantest Corporation forecasts the semiconductor testing equipment market to expand over 30% year-on-year, reaching about $11 billion by 2026 due to increasing AI chip complexity. Dell Technologies targets 7%-9% long-term growth, supported by rising investments in AI and data center infrastructure. Broadcom leads in AI-related chips and has secured major multi-year deals, including a partnership with Google until 2031 for Tensor Processing Units. The Gabelli Global Technology Leaders ETF outperformed the S&P 500 with a 20.9% return over one year, reflecting strong tech sector momentum.
Texas has overtaken California as the state with the most Fortune 500 corporate headquarters, leading 57 to 56 for the 2026 list. Dell Technologies shareholders approved moving the company's legal incorporation from Delaware to Texas, aligning its le...
The ETF market is seeing a new trend with multiple firms launching 'MANGOS' ETFs that include AI and commercial space technology companies such as Meta, Anthropic, Nvidia, Google, OpenAI, and SpaceX. This marks a shift from the traditional 'Magnifice...
Ben Reitzes of Melius Research recommends investors buy chip stocks such as Nvidia, Broadcom, Micron, AMD, and Dell, citing a long-term trend favoring compute power over cloud giants like Microsoft, Oracle, and Google. He argues that while AI demand ...
JetCool, a Flex company, introduced a liquid-cooled version of the Dell PowerEdge XE7745 server designed for high-density AI and GPU workloads. This system integrates direct-to-chip liquid cooling with deployment and maintenance services, reducing co...
Dell Technologies shares dropped 6% despite strong gains in memory and storage stocks like Western Digital, which rose 5%. The divergence highlights the impact of rising memory prices: Western Digital benefits from increased demand and pricing power ...
