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Lumentum Soars as Nasdaq-100 Adds the AI Optics Supplier

Index entry draws buying from funds that track the benchmark and signals investor confidence in AI data‑center demand.

Alphabet to Issue First Yen Bonds for AI Infrastructure Push

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TSMC April Sales Jump 17% on AI Chips as Q2 Outlook Holds

Alphabet Hits Record Value After AI-Led Beat Fuels Cloud Boom and Massive Capex

Oracle’s AI Buildout Gets Fresh Tailwind With $1.65 Billion Datapod Deal and Bullish Analyst Support

Broadcom’s AI Boom Lifts It to $2 Trillion Brush as It Samples New Wi‑Fi 8 Chips

Meta Breaks Ground on $1 Billion AI Data Center in East Tulsa

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

Amazon Rallies on AWS-AI Upside, $300 Targets

Oracle Surges On Expanded AWS–OCI Connectivity

Wall Street Reaffirms Microsoft’s AI Thesis After Sharp Selloff

TSMC Set to Post Fourth Straight Record Profit on Unrelenting AI Chip Demand

Meta Pullback Deepens as Wall Street Reassesses AI Spending and $9 Trillion Payout Goal

Google’s TurboQuant Shakes Memory Stocks as Wall Street Counters Fears

Micron Shares Slide As AI Memory Boom Meets Supply Limits and Big Capex

Wall Street Divides on Meta’s AI Spending Plan as Arete Downgrades and Cramer Stays Bullish

AT&T Commits $250 Billion Over Five Years to Rebuild U.S. Networks

Sempra Lifts 2026–2030 Investment Plan to $65 Billion as Earnings Top Forecasts

EnPro Sets 2026 Outlook for 8%–12% Sales Growth as AST Recovery Skews to Second Half

TSMC Sets Record January Sales, Approves $44.96 Billion Budget for AI Capacity