Nvidia is investing heavily in advanced laser technologies for AI data centers -- and these two companies are benefiting.

Invesco Ltd‘s “Small Cap Value Fund” released its Q4 2025 investor letter. A copy of the letter can be downloaded here.

“What makes today’s use of AI in warfare different is the introduction of large-scale foundation models developed by firms like OpenAI and xAI — these models not only analyze data but also demonstrate ...

The automotive and industrial markets are undergoing rapid transformation, driven by Advanced Driver Assistance Systems (ADAS ...

Nvidia invested $4 billion in Lumentum, Coherent, and Ayar Labs to secure optical interconnect supply. The deals build competitive moats as AI clusters hit power limits.

New reports and forecasts suggest that the RAM shortage could prompt manufacturers of cheaper devices to reduce or even stop production for some time. Smartphone shipments are expected to drop by 13% ...

Royce Micro-Cap Fund gained 13.3% in 2025, lagging its benchmark despite strong sector performance. Read the full analysis ...

Discover how a risk management framework helps companies identify, manage, and limit risks while balancing growth and protecting capital and earnings.

Semtech acquired HieFo, a manufacturer of optoelectronic component solutions used in data centers, for about $34 million in cash. The semiconductor company said Tuesday the deal aims to grow its data ...

Mariah Scott examines how the FCC drone ban exposes supply chain gaps and why a coordinated U.S. drone ecosystem is critical for innovation.

As the industry faces the dual challenges of green energy transition and intelligent manufacturing, the role of a supplier has evolved from a simple manufacturer to a strategic solution provider. UTL ...

Optical interconnects and advanced packaging technology are critical to AI development, Nvidia said, as these components allow for energy-efficient, ultrahigh-bandwidth connections in data centers.