Tag
ai computing
2 articles

CXMT Shares Fall Despite AI DRAM Windfall—Why Investors Aren't Buying
The Chinese chipmaker's profit forecast swung to $19.6 billion from a loss, but the 6.5% stock drop signals skepticism about demand sustainability.

SoftBank's AI Computing Bet Drives 11% Stock Pop—More Upside Likely
SoftBank Group's first-quarter earnings beat on AI Computing Business strength signals the market is still underpricing the conglomerate's exposure to the secular AI infrastructure buildout.