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Cantor Fitzgerald Lifts Broadcom Target to $600 After Company Issues Sweeping AI Revenue Guides

The forecasts imply massive future AI demand that rests on securing advanced wafers, high‑bandwidth memory and packaging capacity.

Pelosi Household Discloses Multimillion Stake in Bloom Energy

Chevron Signs 20‑Year Gas Power Deal to Fuel Microsoft AI Data Center

Meta Reports Deals With Crusoe for About 1.6 Gigawatts of AI Compute

Applied Digital Signs Second 300 MW, 15‑Year Hyperscaler Lease and Raises Contracted Revenue to $31 Billion

Rambus Shares Set New Highs as AI Puts Its Memory IP Back in Focus