Stocks · News reference
SK Hynix’s Solidigm is exploring an IPO that could value the AI-focused storage company at up to $150 billion.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Intel maintains a larger absolute revenue base ($16.1B in Q2 2026) with recent acceleration driven by new CEO Lip-Bu Tan's turnaround efforts, showing 25% year-over-year growth. ARM demonstrates stronger comparative growth momentum, nearly doubling quarterly revenue over two years to $1.3B, with expansion into AI-optimized data center CPUs complementing its dominant mobile device business.
Bank of America lifts its AMD target to $720, arguing AI agents will drive server CPU sales to $211 billion by 2030. Nvidia and Intel stay Buy.
Arm Holdings shares are trading higher on possible continued momentum from rising demand for its CPU designs following Meta's Muse AI launch.
Cerebras Systems and Rigetti Computing represent two different computing frontiers. Cerebras dominates AI hardware with $510M in revenue and 76% growth, while Rigetti pursues quantum computing with only $7.1M in revenue but significant government backing. The article recommends Cerebras as the better 2026 buy due to its established business base, clear growth trajectory, and more reasonable valuation despite both stocks being speculative.
Texas Instruments (TXN) demonstrates stronger fundamentals with 23% revenue growth, 52% EPS growth, expanding margins, and robust cash generation across diversified markets. Cerebras Systems (CBRS) shows aggressive AI-driven growth with 103% revenue surge but faces significant profitability challenges with $450.5M net losses, margin pressure, and customer concentration risks. TXN trades at a more attractive 10.48X forward P/S versus CBRS at 21.40X, giving Texas Instruments the edge despite both carrying Zacks Rank #2 (Buy) ratings.