Despite recent volatility, the artificial intelligence (AI) infrastructure market remains red hot. Shares of Astera Labs (NASDAQ: ALAB) have rocketed 70% higher this year. However, the stock has pulled back ahead of the company's second-quarter earnings repor…
NXP Semiconductors' latest earnings call revealed more than another set of quarterly results. With the financial figures already widely reported, the more important takeaway was management's outlook on physical AI, software-defined vehicles and the company's …
Omnicom CEO John Wren just said the quiet part out loud: nobody’s actually priced AI yet. The admission came on the holdco’s Q2 earnings call yesterday, in response to an analyst question on where AI is driving the biggest cost savings, and, more pointedly, w…
Investment firm Sixth Street Partners and South Korea’s SK Telecom Co. are among bidders for a significant stake in Southeast Asia’s Bridge Data Centres, according to people familiar with the matter.
Asian chipmakers have been at the epicentre of this year's AI-driven rally and, more recently, investor concerns about its staying power, sparking sharp market swings.
