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AMD Pushes Into AI Infrastructure as Helios Shipments Begin

Record Q2 results and early Helios deliveries strengthen AMD's data‑center growth case while higher capital spending and supplier limits test near‑term cash flow.

SanDisk Soars to Multiyear Gains on Datacenter Demand

Cognition Raises More Than $1 Billion at About $25–26 Billion Valuation

Alibaba Unveils XuanTie C950, a RISC-V Server CPU Built for AI Agents

Alphabet’s AI Momentum Builds With Big 2026 Capex and Gains for Gemini

Nvidia Pours $2 Billion Into CoreWeave, Lifting Stake to 11.5% to Back 5 GW AI Buildout

Lam Research Soars on AI Equipment Boom as Analysts Lift Targets

Super Micro Stock Tests Support as AI Bull Case Meets Margin Pressure