Nvidia Corporation’s (NASDAQ: NVDA ) valuation currently exceeds $4.34 trillion, and it is common to see articles questioning whether we’re in an AI bubble. Lately, things are getting even crazier, as we’re seeing deals where Nvidia and Oracle (Bram de Haas brings 15 years of investing experience to the table and has over 5 years of experience managing a Euro hedge fund. He is also a former professional poker player and utilizes his bundle of risk management skills to uncover lucrative investments based on ...

智通财经APP获悉，9月30日，珠海越亚半导体股份有限公司(简称：越亚半导体)深交所创业板IPO已受 理。中信证券为其保荐机构，拟募资12.2416亿元。 招股书显示，越亚半导体主要从事先进封装关键材料和产品的研发、生产以及销售，主要产品包括IC封 装载板和嵌埋封装模组，是国内最早生产IC封装载板的大陆企业之一，是全球首批利用自主专利技 术"铜柱增层法"实现"无芯"IC 封装载板量产的企业，也是国内率先完成 FC-BGA 封装载板研发并顺利 投入量产的本土厂商之一。 凭借长期的技术积淀、可靠的产品质量和优质的客户服务水平，越亚半导体形成了业界领先的业务拓展 能力，已在国内外积累了良好的品牌认知和优质的客户资源。公司已形成稳定的客户群体，目前国内外 客户共计100余家，且在不断开拓新的优质客户。公司国内外优质客户主要包括英飞凌(Infineon)、威讯 (Qorvo)、德州仪器(TI)、MPS、展讯通信、卓胜微、唯捷创芯等，国内半导体封测行业的三大头部企业 长电科技、通富微电和华天科技均为公司客户。 丰富、优质的客户资源和良好的品牌形象，奠定了公司领先的市场地位。未来，5G、人工智能、大数 据、云计算等应用领域 ...

In a year packed with AI mania, biotech moonshots and crypto comebacks, one trade has stunned them all: Wolfspeed Inc (NYSE:WOLF) stock's 1,700% explosion on Monday. The semiconductor firm, fresh out of Chapter 11 restructuring, didn't just rally—it exploded.Track WOLF stock here.By Tuesday morning, the momentum hadn't cooled: shares were reported up another ~23% in pre-market trading.Related: Wolfspeed (WOLF) Stock Soars 1,100% On Chapter 11 Bankruptcy UpdateA New Wolfspeed EmergesBut this wasn't a simple ...

Micron (NASDAQ: MU ) delivered very strong numbers last week, so I thought I’d go through those numbers in more detail. Just last month, I went through the company’s financials and, with conviction, upgraded myMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s ...

By Stephen Nellis SAN FRANCISCO (Reuters) -Cerebras Systems, a Silicon Valley startup aiming to take on Nvidia by producing a dinner-plate-sized AI computing chip, on Tuesday said it raised $1.1 billion and added 1789 Capital, the venture firm where Donald Trump Jr. is a partner, as an investor. Cerebras said the funding round, which was led by Fidelity Management & Research Co and Atreides Management, brings the company's valuation to $8.1 billion. The deal added investors Tiger Global, Valor Equity Pa ...

Nvidia rival Cerebras Systems raised a new round of private financing despite its previous plan be trading on the public market by 2025. Silicon Valley-based Cerebras announced it raised a $1.1 billion Series G round on Tuesday that valued the AI hardware company at $8.1 billion. The round was co-led by Fidelity and Atreides Management with participation from Tiger Global, Valor Equity Partners, and 1789 Capital, among others. Cerebras, which was founded in 2015 and offers chips, hardware systems and cl ...

Cerebras CEO Andrew Feldman, front row, second from left, participates in a ribbon-cutting ceremony for the company's data center in Oklahoma City on Sept. 22, 2025.AI chipmaker Cerebras filed to go public exactly a year ago. The company has yet to take the plunge, but has now bought itself more time to stay private.Cerebras said Tuesday that it's raised $1.1 billion in new funding at a valuation of $8.1 billion as it tries to take on Nvidia, the world's most valuable company, in the booming market of artif ...

ECOC Award POET Wins ECOC SAN JOSE, Calif., Sept. 30, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced it has won for the “Most Innovative Chip-scale Packaging/Optical Sub Assembly Product” at the ECOC Awards. Chief Revenue Officer Raju Kankipati accepted the award during ceremonies held at the 2025 ECOC Exhibitio ...

It's been a bumpier ride for shares of AI chip titan Nvidia (NASDAQ:NVDA) over the past year, but the ride has been worth staying on, at least so far. ...

Nvidia and AMD look set to ride a huge wave of growth as AI spending is expected to explode in the coming years. Citigroup just put a number on it and forecasted that nearly $3 trillion is set to be p... ...