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Super Micro Reels From DOJ Export Case as Investor Lawsuits and Exits Grow

Nvidia’s next move on GPU allocations could determine whether Super Micro’s $40 billion sales plan holds.

Aehr Test Systems Secures Initial Silicon Photonics Order From Global Networking Customer

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Samsung Commits 110 Trillion Won for 2026 to Speed Its Push in AI Chips

Broadcom Draws Fresh Price-Target Hikes as AI Networking Chips Enter Production

U.S. Drafts 'Gatekeeper' AI‑Chip Export Plan Tying Mega Orders to U.S. Investment

Carillon Mid Cap Growth Fund Q4 Letter Details Style Split and 2026 Positioning

Broadcom Faces March 4 Earnings Test on AI Momentum and VMware Questions

Broadcom’s Custom AI Chip Boom Draws Big Bets and Caution Ahead of March 4 Earnings

Soros Fund Shifts Into AI Chips, Trims Software in Q4 Filing

Broadcom’s AI Accelerator Surge Spurs Fresh Buying as Q1 Sales Set to Double

AMD Tumbles After Muted Outlook, Extending Selloff Despite Strong Quarter

Broadcom Settles Fidelity Software Dispute as Analysts Boost AI Outlook

South Korea's January Exports Hit Record on AI-Driven Chip Surge

TSMC Poised for Record Q4 Profit on AI Demand

Broadcom Pullback Meets Fresh Buy Calls From Wall Street

AMD Pushes Into AI Infrastructure With CES Launches and Aggressive Targets

Broadcom’s AI Surge Builds $73 Billion Backlog as CFO Signals Margin Slip

South Korea Exports Top $700 Billion for the First Time

Wall Street Reups Bullish Case for Broadcom After AI-Fueled Quarter and Post‑Earnings Slide

Democrats Challenge Trump’s Approval of Nvidia H200 Sales to China