October 13, 2026

Why stocks of Applied Materials and Lam Research, which sell equipment for memory chip makers, are worth a look.

Applied And Lam Are Overlooked Chip Equipment Stocks

By Anita Ramaswamy

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AI Infrastructure

By The Information Staff

Stay ahead of the AI infrastructure wars. Ann Davis Vaughan covers how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.