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10 articles in this category

Why MP Materials Matters

Why MP Materials Matters

MP Materials (NYSE: MP) is often described as America’s rare earth champion – it owns the only large-scale rare earth […] ...
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Seagate Technology: A Key Player in the Data and AI Storage Economy

Seagate Technology: A Key Player in the Data and AI Storage Economy

Executive Summary:– Leading HDD Maker in a Data-Driven World: Seagate Technology (NASDAQ: STX) is one of the world’s top hard […] ...
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Micron Technology: Financial Performance, New York Megafab, and Memory Market Outlook

Micron Technology: Financial Performance, New York Megafab, and Memory Market Outlook

Recent Financial Performance and Stock Trends Micron Technology (NASDAQ: MU) delivered record financial results in fiscal 2025, rebounding sharply fro...
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Intel’s Strategic Position and Recent Developments (Early 2026)

Key Product Announcements and Technology Milestones CES 2026 – Panther Lake & Intel 18A: At the CES 2026 trade show, […] ...
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SK hynix: Powering the Future of Memory and Semiconductor Innovation

SK hynix: Powering the Future of Memory and Semiconductor Innovation

Business Model and Major Products SK hynix Inc. is a South Korean integrated device manufacturer (IDM) specializing in memory semiconductors. [&hellip...
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ASML Holding N.V. – Long-Term Investment Analysis

ASML Holding N.V. – Long-Term Investment Analysis

ASML’s net sales and net income from 2019 to 2023 (in € billions). The company’s revenue has climbed impressively over […] ...
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OpenAI and AMD: The AI Deal That Could Reshape Semiconductor Stocks

OpenAI and AMD: The AI Deal That Could Reshape Semiconductor Stocks

AI Infrastructure Demand Is Skyrocketing The meteoric rise of generative AI (exemplified by OpenAI’s ChatGPT) has unleashed an unprecedented demand [&...
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Beyond Gold: The New Digital Gold Rush in Rare Earths

You’re likely reading this on a device that owes its existence to a group of 17 obscure metals known as […] ...
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Beyond Nvidia: The Hidden AI Infrastructure Companies on NASDAQ

Beyond Nvidia: The Hidden AI Infrastructure Companies on NASDAQ

Investors hunting NASDAQ AI stocks will find that much of the AI supply chain relies on niche hardware suppliers and […] ...
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