Commodities
DRAM prices surge 4% as AI infrastructure demand outpaces chip supply through 2026
ViaNews Editorial Team (Markets)•
#AI Infrastructure
111 articles
Tech Stock Trends
AI Infrastructure Stocks Surge 166-315% While Software Names Tumble in Market Split
ViaNews Editorial Team (Markets)•
Earnings & Guidance
DMG Blockchain Withdraws Bitcoin Mining Target, Pivots to AI Data Centers
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Energy & Tech Sector Trading
Nuclear Energy Stocks and Data Center REITs Gain as AI Power Demand Surges
ViaNews Editorial Team (Markets)•
Semiconductor & Hardware Markets
Nvidia Export Permissions and Multi-Gigawatt Data Centers Signal Semiconductor Demand Surge
ViaNews Editorial Team (Markets)•
Sector Performance
SanDisk Surges 315%, Western Digital Up 166% on AI Storage Demand
ViaNews Editorial Team (Markets)•
Technology Sector Performance
AI Infrastructure Providers Hit $1.25B Revenue Run Rate as Enterprise Deployments Scale
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Technology Sector Growth
Rezolve AI Processes 51 Billion API Calls as Tech Giants Race to Embed Enterprise AI
ViaNews Editorial Team (Markets)•
Technology Stocks
AI Infrastructure Spend Accelerates as NVIDIA, AMD Race to Meet Enterprise Demand
ViaNews Editorial Team (Markets)•
Technology Sector Investment
Financial Giants Pour $3.5B Into AI Infrastructure as Cloud Providers Lock In Enterprise Market
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Sector Rotation & Tech Disruption
AI Search Disruption Cuts Web Traffic 50% as Infrastructure Bets Hit $1.17B
ViaNews Editorial Team (Markets)•
Commodities & Sector Dynamics
Amkor, ams OSRAM Restructure as AI Chip Demand Reshapes $500B Semiconductor Sector
ViaNews Editorial Team (Markets)•
Sector Rotation & M&A
AI Mega-Deals Drive $1.17B Capital Shift as Fed Holds Rates Through 2026
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Technology Sector Trading
Semiconductor Supply Crunch Deepens as AI Memory Demand Triggers $3B Packaging Capex Wave
ViaNews Editorial Team (Markets)•
Technology Stocks
Meta's 2026 Capex Signals Deep Learning Shift From Labs to Production Data Centers
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Capital Markets & M&A
Nvidia Backs $1.17B AI Infrastructure Deal as SoftBank-Marvell Realignment Signals Chip Sector Consolidation
ViaNews Editorial Team (Markets)•
Sector Trends
Infrastructure Giants Rebrand as AI-Native Suppliers Amid Trillion-Dollar Buildout
ViaNews Editorial Team (Markets)•
Tech Hardware Stocks
AI Infrastructure Surge: Credo, Aehr, and Ensurge Scale Capacity as Semiconductor Demand Intensifies
ViaNews Editorial Team (Markets)•
Earnings
Applied Materials Q4 Earnings Beat Confirms AI-Driven Semiconductor Equipment Boom
ViaNews Editorial Team (Markets)•