Top Companies' AI Moves

Today's Stories

1. 1

   Texas Instruments: An AI Beneficiary, But Not Cheap Enough To Buy (NASDAQ:TXN)

   Texas Instruments: An AI Beneficiary, But Not Cheap Enough To Buy (NASDAQ:TXN)

2. 2

   Dell's AI boom is real, but so is the profit margin hit nobody is pricing in

   Dell's AI boom is real, but so is the profit margin hit nobody is pricing in

3. 3

   Why AMD Stock Could Hit $615: Inside Wells Fargo's Latest AI Price Target Upgrade

   Why AMD Stock Could Hit $615: Inside Wells Fargo's Latest AI Price Target Upgrade

4. 4

   Lam Research shares jump 5.3% on AI chip demand and Samsung 1.4nm progress

   Lam Research stock rose 5.3% today, driven by a broader rally in semiconductor equipment stocks. The move reflects renewed optimism around advanced chip spending and recent analyst target increases, along with signals that Samsung is pressing ahead with 1.4nm process development. Lam's latest quarterly results showed record March-quarter revenue and earnings per share, with management citing AI-driven demand and guiding for roughly $6.6 billion（約1.1兆円） in June-quarter revenue. Analyst target increases across the sector suggest AI infrastructure spending is expected to lift industry demand into 2026 and beyond, signaling sustained investment in manufacturing tools.

   The stock gain appears consistent with a sector-wide move rather than company-specific news. Market sentiment around Samsung's 1.4nm node preparation is boosting equipment supplier stocks, as deeper investment in advanced manufacturing could drive future demand for etch and deposition tools.

5. 5

   GE Vernova pitches flexible power grid for data centers chasing AI scale

   GE Vernova is presenting a portfolio of gas turbine configurations designed to power data centers, with the most advanced option combining gas turbines, renewable energy sources, and intelligent control systems into a single coordinated system. As AI workloads demand ever more electricity, data centers face pressure to scale power supply while meeting sustainability commitments. The hybrid microgrid approach allows operators to integrate renewables like wind or solar without sacrificing the steady, on-demand power needed for continuous AI operations.

   GE Vernova emphasizes fuel flexibility, including pathways to lower-carbon operation through carbon capture or hydrogen fuel, positioning power as a potential competitive advantage rather than a constraint for hyperscale operators.

6. 6

   DeepSeek R1 achieves #2 ranking among open-weights reasoning models

   DeepSeek R1, an open-weights reasoning model, has reached #2 ranking among open-weights reasoning models. The model uses 32T–33T tokens for training and achieves a 1M token context window, expanded from 128K in V3.2. Open-weights models that rank highly in reasoning capability signal that competitive AI performance is becoming accessible beyond proprietary systems. This may shape how businesses evaluate their AI infrastructure choices, particularly for reasoning-intensive tasks where they want transparency and control over model behavior.

   DeepSeek R1 operates at 27% of FLOPs compared with DeepSeek-V3.2, suggesting efficiency gains. The expanded context window (1M tokens, up from 128K in V3.2) enables handling of longer documents and extended reasoning chains in a single inference.