Browsing: vendor allocations

Technology

Samsung targets first quarter HBM4 deliveries for AI boom

February 9, 2026

SEOUL: Samsung Electronics said it is on track to begin delivering its next-generation HBM4 high-bandwidth memory products in the first quarter of…

Technology

Apple market cap reaches 4.94 trillion to top Nvidia

July 29, 2026

The valuation shift reflects broader recalibrations across international financial markets as institutional managers re-evaluate capital commitments tied to artificial intelligence infrastructure. While competing hyperscale computing enterprises including Alphabet and Tesla accelerated capital investments toward data centers, robotics, and autonomous transport networks, Apple maintained disciplined expenditure controls over consecutive fiscal quarters. Market participants increasingly view Apple’s disciplined spending approach as a operational buffer, allowing the firm to expand its proprietary Apple Intelligence software ecosystem without incurring high infrastructure depreciation costs.

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Browsing: vendor allocations

Samsung targets first quarter HBM4 deliveries for AI boom

Apple market cap reaches 4.94 trillion to top Nvidia

Gold prices fall on strong dollar ahead of central bank meeting

Porsche to cut 5000 more jobs under restructuring plan

Senate crypto bill faces pushback over conflict of interest rules

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Browsing: vendor allocations