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AMD AI-infrastructure growth and supply chain expansion

28 clusters · 157 sources · last updated

Latest: AMD and Nvidia see divergent stock performance amid AI demand

By late September 2026, AMD achieved a historic milestone as its market capitalization surpassed $1 trillion, driven by intense interest in artificial intelligence infrastructure. To secure GPU supply, AMD issued warrant

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SpaceX expands Starlink Mobile via spectrum acquisition

16 clusters · 119 sources · last updated

Latest: SpaceX to acquire 800 MHz spectrum for Starlink Mobile expansion

SpaceX is accelerating its entry into the U.S. mobile telecommunications market through the expansion of ‘Starlink Mobile’. The company has reached an agreement to acquire a nationwide portfolio of low-band spectrum from

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Deutsche Telekom and T-Mobile US corporate developments

2 clusters · 13 sources · last updated

Latest: Telecommunications stocks Deutsche Telekom and T-Mobile US see analyst updates

Deutsche Telekom has faced significant opposition regarding its proposed full merger with T-Mobile US. Activist investor Elliott Investment Management has taken a stake in the German company to oppose the combination—whi

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