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News
ASML's EUV Machines Are Becoming More Valuable Than Ever. Here's Why.
1+ mon, 2+ week ago (398+ words) ASML could raise the prices of its low-NA EUV systems soon. It can afford to do so because it’s monopolized that crucial chipmaking technology. ASML(NASDAQ: ASML) is the world's largest producer of lithography systems, which optically etch circuit patterns…...
Can Super Micro Computer's RDHx Expansion Fuel AI Data Center Demand?
1+ mon, 4+ week ago (425+ words) SMCI introduced 10 new Rear Door Heat Exchanger (RDHx) models that can remove between 10 kW and 120 kW of heat per rack, with total rack-level cooling reaching 240 kW. The rear door heat exchanger, which is installed in the back of the server…...
Advanced Micro Devices vs. Arm Holdings: Which AI CPU Stock Is the Better Buy?
2+ mon, 3+ week ago (878+ words) AMD’s EPYC CPUs are benefiting from rising demand across cloud, enterprise, and agentic AI sectors. Arm Holdings is moving into finished chips, which can increase revenue but also adds to execution risk. AMD looks more attractive for investors who want…...
Zscaler Expands AI-Guardian, Uniting Tech Giants to Secure Enterprise AI at Scale
3+ mon, 4+ day ago (469+ words) The Globe and Mail Zscaler Expands AI-Guardian, Uniting Tech Giants to Secure Enterprise AI at Scale LAS VEGAS, June 09, 2026 (GLOBE NEWSWIRE) -- Zenith Live 2026- Zscaler, Inc. (NASDAQ: ZS), the cybersecurity platform for the AI era, today announced the next phase of…...
Can Direct-to-Chip Cooling Strengthen APLD's Hyperscale Appeal?
3+ mon, 3+ week ago (301+ words) The Globe and Mail Can Direct-to-Chip Cooling Strengthen APLD's Hyperscale Appeal? Applied DigitalAPLD is aligning its infrastructure strategy around one of the biggest emerging bottlenecks in AI computing, thermal management. As hyperscalers deploy larger GPU clusters, rising rack densities and…...
Seagate vs. Western Digital: Which HDD Leader Should Investors Pick?
5+ mon, 19+ hour ago (329+ words) Seagate Technology Holdings plc STX and Western Digital Corporation WDC are direct competitors in the data storage industry, both producing HDDs and benefiting from growing global data demand. Massive AI workloads and cloud data storage needs are driving unprecedented demand....
Why Investors Are Watching Cybersecurity at the Network Edge
5+ mon, 3+ week ago (258+ words) Cybersecurity Is Moving Closer to the Network The cybersecurity conversation has also changed at the enterprise level. It is no longer just about protecting endpoints or reacting to breaches after the fact. Increasingly, the market is rewarding companies that can…...
AI Workloads Raise Storage Demand: Is Sandisk Positioned to Benefit?
5+ mon, 4+ week ago (235+ words) The Globe and Mail AI Workloads Raise Storage Demand: Is Sandisk Positioned to Benefit? Sandisk SNDK is emerging as a key beneficiary of the rapid expansion in AI workloads, which is increasing global data storage requirements. Training and inference workloads…...
Battle Royale: BigBear.ai vs. SoundHound AI. Only One Can Make You Rich.
6+ mon, 1+ week ago (229+ words) SoundHound AI has developed an agentic AI voice chatbot for voice interactions. BigBear.ai is focused on security and defense. It's a bear vs. a hound in today's battle royale! Shares of AI voice recognition specialist SoundHound AI (NASDAQ: SOUN)…...