Sources
Every revenue and cost link is backed by these sources. Media and primary filings in multiple languages are used together to cross-verify the same fact.
3539 sources
- ENSpaceNewsPlanet bets on orbital data centers in partnership with Google · news · Published 2026-01-052 links ↗
- ENCNBCFoxconn buy-rated (~20-25% upside); 2026 AI-server shipments to double · research · Published 2026-01-051 links ↗
- ENThe Asia Business DailyConductive Additives for Lithium-Ion Batteries to Grow into 3 Trillion Won Market by 2035 · news · Published 2026-01-052 links ↗
- ENSAIC MotorSAIC Motor reports record sales in 2025 · filing · Published 2026-01-041 links ↗
- ENFinancialContentPure Storage: the all-flash AI-factory architecture · research · Published 2026-01-023 links ↗
- ENSEC EDGARAmerican Well 8-K Exhibit 10.1, Fifth Amendment to the Master Services Agreement with Elevance Health · filing · Published 2026-01-021 links ↗
- ENMatrixBCGMercury Systems business model · research · Published 2026-01-015 links ↗
- ENInvesting.comTeledyne FLIR Rogue 1 Block 2 drone · research · Published 2026-01-011 links ↗
- ENGlobe and MailHypersonics to drones: Kratos in missile defense · research · Published 2026-01-012 links ↗
- ENNasdaqLMT vs KTOS defense comparison · news · Published 2026-01-012 links ↗
- ENBeyondSPXAeroVironment $743M Switchblade ceiling; BlueHalo · research · Published 2026-01-014 links ↗
- ENFinimizeKratos stock soars on hypersonics · research · Published 2026-01-012 links ↗
- ENWikipediaAST SpaceMobile (D2C, AT&T/Verizon) · news · Published 2026-01-010 links ↗
- ENCyclo Space TechRocket Lab Neutron and growth analysis · research · Published 2026-01-012 links ↗
- ENInsiderFinancePalantir surges on contract wins and AI gains · research · Published 2026-01-012 links ↗
- ENTradingView/ZacksPalantir +100% in 2025 on AIP and government deals · news · Published 2026-01-013 links ↗
- ENAInvestAmbarella edge-AI leadership in drones and automotive vision · research · Published 2026-01-011 links ↗
- ENRobot ReportNidec FLEXWAVE gearheads for humanoids · news · Published 2026-01-012 links ↗
- ENIntel Market ResearchNabtesco 28% share in miniature humanoid RV · research · Published 2026-01-014 links ↗
- ENValuatesHumanoid harmonic-reducer market (82% CAGR) · research · Published 2026-01-012 links ↗
- ENHumanoid GuideTesla Optimus specs and roadmap · research · Published 2026-01-015 links ↗
- ENeWeekTesla Optimus 1M-unit, Gen 3 roadmap · news · Published 2026-01-017 links ↗
- ENMACOMMACOM company/IR · ir · Published 2026-01-011 links ↗
- ENBriefGlanceArteris: AMD chiplet license, royalties +50% · news · Published 2026-01-012 links ↗
- ENIndustrial AnalystAI optical-networking backbone (MACOM laser drivers, TIAs) · research · Published 2026-01-011 links ↗
- ENConverge DigestMACOM revenue jumps 23% as AI optical demand accelerates · news · Published 2026-01-016 links ↗
- ENYahoo FinanceHow Air Products (APD) is pairing industrial gas growth with semiconductor demand · analysis · Published 2026-01-011 links ↗
- ENABBABB powering AI demand (intelligent distribution, DC) · news · Published 2026-01-012 links ↗
- ENStockTitanCelestica wins 1.6T switch and full-rack AI programs · news · Published 2026-01-015 links ↗
- ENABBABB to develop next-gen AI datacenters with NVIDIA (800VDC) · filing · Published 2026-01-015 links ↗
- ENMarketsandMarketsSemiconductor equipment market — ASML, AMAT, Lam, TEL, KLA oligopoly across process steps · analysis · Published 2026-01-013 links ↗
- ENNebiusNebius company/IR (Nasdaq NBIS) · ir · Published 2026-01-011 links ↗
- zhGrokipediaLuxshare Precision (connectors, EMS) · research · Published 2026-01-011 links ↗
- KOCoupangAmorepacific official brand store on Coupang · news · Published 2026-01-012 links ↗
- ENQuantum ZeitgeistTrapped-ion quantum (IonQ AWS, Azure, NVIDIA) · research · Published 2026-01-016 links ↗
- ENYahoo FinanceDatadog AI observability push broadens · news · Published 2026-01-014 links ↗
- ENZoomInfoNebius (neocloud, Microsoft, NVIDIA) · research · Published 2026-01-012 links ↗
- ENGlobe and MailPhotonics (Corning et al.) key to AI infra · research · Published 2026-01-012 links ↗
- ENSumitomo ElectricSumitomo Electric · ir · Published 2026-01-011 links ↗
- ENACM ResearchACM Research · ir · Published 2026-01-011 links ↗