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Qualcomm confirmed a $3.92 billion all-stock deal to buy AI software startup Modular, paired with a Meta Platforms CPU ...

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If Israel Perpetrated 9/11 to Start a War Against Muslim Terrorism—Why is Israel’s Chokehold on Our Government Further ...

AMD boosts AI server CPU outlook, lifts 2030 TAM to $120B+, with Data Center revenue up 57% and EPYC deployments soaring—read ...

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Buy thesis: premium GPU-as-a-service, $99.4B backlog, improving debt costs, and discounted valuation vs peers. See more here.