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Stock Analysis

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

New disclosures point to multi‑year AI infrastructure commitments driving sustained buildouts.

TSMC Posts Stronger Year-Over-Year Sales as Board Clears NT$115.6 Billion Dividend

Alphabet Tops $4 Trillion After Reported Apple Deal Puts Gemini Inside iPhones