Marc Benioff is never one to pass up a chance to take a jab at Microsoft Corporation (NASDAQ:MSFT), and Dreamforce 2026 was no different. The Salesforce CEO used the company's…

SK Hynix is exploring something it has never done before: manufacturing memory chips in the United States. Reuters reported on September 16 that the Korean memory giant is discussing several…

MACOM Technology Solutions is suddenly giving investors two numbers to think about: its stock has more than doubled over the past year, and its newest optical components push data rates…

Former Intel CEO Pat Gelsinger is backing a startup that thinks AI's next bottleneck is not the accelerator. It is everything waiting for data to arrive. Delos Data announced on…

When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc. (NASDAQ:LITE) jumped nearly 10% in Wednesday trading and led the S&P 500, while Coherent…

Intel sold control of Altera last year. Now the programmable-chip company is heading back toward the public market just as AI gives investors a new reason to care about FPGAs.…

Wall Street has spent much of 2026 rewarding cybersecurity stocks for the risks created by AI. Bernstein now thinks the easy part of that trade is over, with one major…