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Infrastructure

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Mizuho Lifts Targets on Micron, SanDisk and Tech Peers Citing Surging AI Memory Demand

The firm says constrained HBM supply could force higher memory prices that boost supplier earnings.

Vertiv Sets 20–22% Five‑Year Revenue Target After Analyst Day

Broadcom Shares Fall After Trump‑Xi Talks Leave China Chip Shipments Unclear

Tether Presses Investors for $500 Billion Valuation With 14-Day Deadline

Movano Soars After Corvex Lands Long-Term NVIDIA H200 GPU Deal With Battery-Tech Client

Bitfarms Turns Macquarie Debt Into $300 Million Data Center Financing, Shares Hit New Highs

Cisco Tops Q4 Estimates as AI Infrastructure Orders Double to $2 Billion