The rise of AI computing power is not limited to chip leaders! The fund manager that outperforms 99% of peers has placed bets on PCB, packaging substrates, and testing companies with medium and small market capitalization.

The rise of AI computing power is not limited to chip leaders! The fund manager that outperforms 99% of peers has placed bets on PCB, packaging substrates, and testing companies with medium and small market capitalization.

A fund that focuses on small and medium-sized enterprises in Taiwan, China’s artificial intelligence (AI) supply chain has performed exceptionally well over the past year, thanks to a diversified investment strategy amid the industry’s sharp downturn. According to Zhitong Finance APP, a fund focused on small and medium-sized enterprises in the artificial intelligence (AI) supply … Read more

KBR’s Applied Computing AI Deal Meets Slow Pricing and Weak Power

NYSE: KBR Earnings and Revenue Growth as of March 2026

KBR (NYSE:KBR) has entered into a multi-year partnership with Applied Computing to integrate specialized AI products for the energy sector. The deal includes a seat on KBR’s board, the integration of Applied Computing’s Orbital core model, and the creation of digital assets. This is KBR’s first major investment in a synthetic technology company, which focuses … Read more