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AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies ...
Nvidia has committed at least $6.5 billion to companies developing photonics technology since March this year. Photonics is considered to be a more efficient way to transfer data than the current ...
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The stock is down 40% but Street targets still imply ~25% upside, and the article flags strong AI-driven demand (hyperscalers ...
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