Broadcom cites its outlook saying 56% of enterprises already run or plan production AI inference on private cloud; VCF supports AMD, Intel and NVIDIA hardware for AI workloads.
At least 80% of net assets provide exposure to named AI companies, with private-security holdings capped at 5%; the index rebalances monthly and quarterly.
MediaTek will adopt NVLink Fusion for custom XPUs as the companies extend work across cloud infrastructure, local AI PCs and software-defined vehicles.
Falcon IQ maps vulnerabilities to partner services, automates remediation and gives customers real-time progress dashboards across the Falcon platform.
Energy stocks rallied on rising oil prices after U.S. strikes in Iran. PG&E dropped 10% as California blocked wildfire liability bill. Intel and Nvidia climbed.