A Look At Monolithic Power Systems (MPWR) Valuation After AI Fueled Semiconductor Rally And Fed Policy Optimism

Monolithic Power Systems (MPWR) is back on investors’ radar after a 4.4% surge, which was accompanied by a broader semiconductor rally tied to enthusiasm for artificial intelligence at CES and evolving expectations for Federal Reserve policy. Check out our latest analysis on monolithic electrical systems. This 4.4% jump is part of a mixed but generally…

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Prediction: This Monster Artificial Intelligence (AI) Stock Will Reach a $5 Trillion Market Cap in 2026 (Hint: It’s Not Apple or Microsoft)

The only company to have surpassed the $5 trillion market cap is Nvidia. Currently, there are only 10 public companies in the trillion-dollar club. From highest to lowest market capitalization, these companies are Nvidia, Apple, Alphabet (GOOGL +1.31%) (GOOG +1.33%), Microsoft, Amazon, Semiconductor manufacturing in Taiwan, Metaplatforms, Broadcom, TeslaAnd Berkshire Hathaway. Within this cohort, only…

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Heterogeneous computing and the future of AI

Heterogeneous computing is quietly redefining how AI appears in everyday devices, bringing intelligence closer to where people actually use it rather than keeping it locked in remote cloud systems. As AI expands into physical products, success depends less on raw performance and more on how efficiently CPUs, GPUs, and NPUs work together. Heterogeneous computing manifests…

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