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Sanmina's Potential Boost from the AMD-OpenAI AI Deal

AMD and OpenAI's AI partnership is beneficial for Sanmina. The company builds AMD's GPU racks, but the exact financial impact is "difficult to determine," according to BofA.

Sanmina's Potential Boost from the AMD-OpenAI AI Deal
Credit: Sanmina
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10/07/2025 · 8:55 AM
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Babcock & Wilcox Expands into AI Data Center Power Market with $1.5B Project
11/04/2025 · 6:04 PM

Babcock & Wilcox Expands into AI Data Center Power Market with $1.5B Project

Babcock & Wilcox secures a $1.5 billion agreement to supply one gigawatt of power for Applied Digital’s AI Factory, marking a major step into AI data center energy solutions.

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SMCI Shares Drop After Missing Q1 Estimates and Weak Forecast
11/04/2025 · 5:49 PM

SMCI Shares Drop After Missing Q1 Estimates and Weak Forecast

Supermicro shares fell 9% after missing Q1 revenue and profit estimates and issuing a weak outlook. The AI server maker faces margin pressure, delayed contracts, and competition in the growing AI market.

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Rivian Beats Estimates with Smaller Loss and Strong EV Deliveries
11/04/2025 · 5:23 PM

Rivian Beats Q3 Estimates, Cuts Losses, and Prepares R2 SUV Launch

Rivian Automotive reported better-than-expected Q3 2025 results, cutting per-vehicle costs and boosting revenue by 78% as it gears up for its new midsize R2 SUV launch in 2026.

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