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Corning Incorporated (GLW) CEO’s Take on AI Boom
Insider Monkey62d agoneutral
Corning Incorporated (GLW) CEO’s Take on AI Boom

Corning Incorporated (NYSE:GLW) is one of the 10 Best Photonic Computing Stocks to Buy Now. On June 12, Corning Incorporated (NYSE:GLW) CEO Wendell Weeks, speaking to The Wall Street Journal, said the company has risk-sharing provisions in multibillion-dollar fiber deals with Nvidia, Meta, and Amazon. It requires customers to bear demand uncertainty while the firm […]

China tightens indium export checks as AI demand increases
Reuters62d agoneutral
China tightens indium export checks as AI demand increases

SINGAPORE, June 19 (Reuters) - China is stepping up scrutiny over exports of indium, leading some buyers to fear the niche metal, sought after for next-generation ‌data centers, may be added to the export control regime that has become ‌one of Beijing's most potent trade weapons. China produces nearly 70% of the world's indium, a byproduct of zinc refining mostly used ​in displays and solder but also the raw material for making indium phosphide, used to make high-speed optical chips for AI data

Is GoDaddy a Value Stock?
Motley Fool62d agoneutral
Is GoDaddy a Value Stock?

GoDaddy's core business is still growing, but it has meaningful growth rates for its smaller segment.

Bloomberg62d agoneutral
US Tells ASML It’s Concerned China May Have Top Chip Tool

(Bloomberg) -- Dutch chip-equipment giant ASML Holding NV is contending with its biggest challenge yet under the Trump administration: In a series of recent meetings, Commerce Secretary Howard Lutnick outlined concerns to ASML’s senior leaders that one of its top-of-the-line machines may have made its way into China, in violation of US-led export restrictions.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump Meeting

Is IVV's Growth Engine Worth The Price Of Admission?
Trefis62d agobearish
Is IVV's Growth Engine Worth The Price Of Admission?

The largest companies inside the iShares Core S&P ETF (IVV) grew their earnings about 54% over the past year. That's a powerful figure, and it’s largely the story of a handful of businesses. Because while this fund holds 504 positions, its five largest holdings make up 26.2% of the entire portfolio. Names like Nvidia effectively steer the ship. So, when you buy IVV today, are you paying a fair price for that concentrated growth.

Cisco (CSCO) Pushes Further Into Quantum Security And Enterprise AI
Simply Wall St.62d agoneutral
Cisco (CSCO) Pushes Further Into Quantum Security And Enterprise AI

Cisco Systems (NasdaqGS:CSCO) is a founding partner in the new Quantum Communication Fieldlab Rotterdam, focused on quantum secure networking. The initiative is intended to test and validate quantum resistant communication infrastructure in real world conditions. Cisco also launched the Secure AI Factory with Equinix and NVIDIA, aimed at simplifying enterprise scale AI deployment. The Secure AI Factory centers on pre integrated infrastructure that combines networking, compute, and colocation...