AI-powered stock news and analysis across NYSE and NASDAQ, newest first.
TEL beat Q3 adjusted EPS by $0.07 and grew revenue 14% to a record $5.16B, while announcing a $1.4B acquisition to expand its industrial power portfolio.
Supermicro's Q4 preliminary update shows gross margins of 15%-17%, nearly double prior guidance of 8.2%-8.4%, with $60B in new orders received.
IREN just secured $2.8B in new multi-year AI cloud contracts, lifting its year-end ARR target from $3.7B to over $4B with 85% now under contract.
Adobe's board approved a retention deal for CLO Louise Pentland, including 12 months' salary and accelerated RSU vesting, tied to its CEO search.
Oppenheimer downgraded IBM after a preliminary Q2 warning sent shares down 25% in a single session, the worst daily drop in company history.
Strong demand for high-bandwidth memory and advanced logic pushes ASML to raise FY26 guidance and fast-track EUV and DUV capacity targets through 2028, handily offsetting normalized China revenues.
Strategy raised $467M via common-stock issuance and built a $3B cash reserve, filing shows no Bitcoin bought or sold in the latest period.
Diodes is buying ElevATE Semiconductor for $250M cash, plus up to $50M in earnouts, targeting the automated test equipment chip market.
IREN's AI cloud revenue rose 94% quarter-over-quarter, and a Russell 1000 inclusion is set to trigger passive fund buying. Shares gained 8.01% on Wednesday.
Akamai secured a strategic AI security partnership with WorldWide Technology, positioning it as the foundational security layer for enterprise AI infrastructure. Shares jumped 10.67% on Wednesday while the S&P 500 gained 0.3%.
IREN reportedly shortlisted for Anthropic's $15 billion Australian data center project, shares gained 13.11% on July 6 alongside peer TeraWulf.
Scotiabank raised TENB to Sector Outperform with a $50 price target; shares gained 6.97% on July 6, outpacing the broader market by 6.10%.
TeraWulf signed a landmark 20-year lease with Anthropic for 401 MW of AI infrastructure, unlocking nearly $19 billion in contracted revenue and marking a decisive pivot from Bitcoin mining to hyperscale HPC.
SK Hynix is preparing to launch one of the largest ADR listings in history on Nasdaq, giving U.S. investors easy access to a leading AI memory powerhouse, and creating both opportunities and risks for rival Micron.
Dell dropped 7.27% on July 2 as AI-linked stocks retreated broadly on fears that chip demand may be cooling, erasing gains from a 300% run.
Lumentum dropped 9.09% on July 2 alongside Coherent and Applied Optoelectronics in a broad photonics sector reset. Here is what happened.
Jim Chanos called IREN's 18.2 million RSU package a 'corporate payout machine' — shares fell 10.39% on July 2 as governance scrutiny hit the bitcoin miner days after its Russell 1000 inclusion.
Jim Cramer called Intel his favorite stock on Mad Money, crediting CEO Lip-Bu Tan's turnaround and naming three major growth opportunities for INTC.
Coherent secured a master development and supply agreement with AXT-Tongmei, including a $22.29M prepayment to expand Beijing wafer capacity through 2028.
A federal lawsuit filed June 25 accuses Micron, Samsung, and SK Hynix of secretly restricting memory chip supply. MU fell 5.49% on July 2.
Accenture lands NiCE's inaugural AI Specialization partner status, expanding its enterprise AI push alongside ServiceNow work and the Accenture Edge business.
Guggenheim's John DiFucci upgraded NOW to Buy, arguing AI-disruption fears pushed SaaS valuations too low
ASML lifted its revenue outlook, citing stronger-than-expected AI infrastructure spending. Here is what the guidance raise means for the EUV leader.
AMD's Versal Premium Gen 2 brings memory-in-package technology to high-bandwidth AI, networking, and aerospace workloads, extending beyond CPUs and GPUs.
ON Semiconductor's $7B all-stock bid for Synaptics is the chipmaker's biggest deal ever, reshaping its product portfolio and balance sheet in one move.
Taiwanese authorities raided SMCI's offices over alleged Nvidia chip smuggling to China, sending shares down 8.10% on June 29, 2026.
Strategy announced a sweeping capital overhaul including a Bitcoin monetization program and up to $1.25B in potential BTC sales, reshaping how the company funds operations.
BofA raised AMAT's target to $720 from $540 and Wells Fargo lifted it to $740 from $715, as Applied Materials exits Russell Value indexes for the Russell Top 50.
Reuters reported Qualcomm is set to acquire AI startup Modular for nearly $4 billion in stock, adding software that lets AI models run across different hardware platforms.
Amazon's push to sell Trainium chips beyond its own cloud makes Marvell, the lead design partner, a direct commercial beneficiary of that platform's expansion.
ACN posted EPS of $3.80 vs. the $3.75 estimate, but a corporate spending pullback sent shares down 17.97% on June 18, 2026.
CoreWeave's Nasdaq-100 addition is forcing index-tracking fund purchases, with shares gaining 9.67% on Tuesday backed by a $99.4B contracted backlog.
Up to $50M in CHIPS Act funding will double Coherent's Sherman, Texas facility and quadruple wafer capacity, targeting AI datacenter optical networking demand.
Intel's 18A-P manufacturing node is now in initial production, and CEO Lip-Bu Tan has reversed course to offer the process to outside clients.
IBM's new OEM deal with Cirata embeds Symphony technology into Big Replicate, targeting petabyte-scale AI data orchestration for large enterprise workflows.
Salesforce secured official FIFA World Cup 2026 supporter status on June 5, spanning North America and Europe across two consecutive FIFA tournaments through 2027.
A 30 MW deal with Rackspace puts AMD Instinct GPUs and EPYC CPUs into regulated enterprise data centers globally, expanding AMD's cloud deployment footprint.
Rackspace struck a chip supply agreement with AMD and is cutting 15% of its workforce to fund the data center buildout, sending RXT stock up 25% premarket.
NVIDIA prices a $25 billion bond deal at 50 basis points over Treasuries after $85 billion in demand, building strategic capital to finance its AI ecosystem at minimum cost.
AMD just acquired MEXT for AI-driven flash storage optimization, a deal targeting soaring memory costs that sent shares up 6.98% on Monday.
Strategy added 1,587 BTC using $100M in MSTR stock sale proceeds, lifting its total holdings to 846,842 bitcoin and its USD Reserve to $1.1 billion.
Salesforce is paying $3.6B for Fin, formerly Intercom, to plug AI agent capabilities into Agentforce and reshape its enterprise customer service stack.
Apple's WWDC 2026 revealed no launch timeline for its next-gen Siri AI, spooking investors and sending AAPL down 1.52% on Friday.
56% of non-insider Palantir shareholders voted for a human rights report, but dual-class share structures mean the proposal goes nowhere.
A June 9 SEC 8-K signals a director or officer departure at Micron, the memory chipmaker trading near $981 with a forward P/E of 8.8x.
Brad Gerstner's Altimeter Capital bought 1,715,440 ARM shares worth $259.5M in Q1 2026, ditching its full Alphabet stake to fund the move.
Citi upgraded AMD to Buy, pointing to the chipmaker's GPU potential in AI and data center markets as a key reason for growing confidence in the stock.
BofA issued a rare double upgrade on Intel, and INTC closed up 6.51% on Friday , here is what the call means for the stock.
Teradyne joins the Nasdaq-100 in the June quarterly rebalance, gaining 6.19% on Friday as index inclusion triggers automatic buying from passive funds.
Edgecore Networks deployed Broadcom-based switches for HyperVerge's AI training workloads, pairing the hardware with SONiC OS for latency control and rapid self-configuration.
A newly disclosed FTC probe targets Arm's licensing model as the company pushes into chip manufacturing, raising antitrust questions for ARM shareholders.
IBM and ServiceNow signed a multi-year deal combining AI, automation, and platform workflows to modernize legacy enterprise systems at scale.
Adobe's CFO is leaving for Marvell and a no-paywall pricing shift is clouding growth visibility, sending ADBE down 6.46% on Friday.
Strategy sold 32 Bitcoin on June 1, its first BTC sale in years. Saylor cited three specific reasons, and the move sparked debate with Twenty One Capital's Jack Mallers.
BofA projects a 5x CPU market expansion by 2030, naming AMD its top pick as EPYC and Instinct accelerators target a $170B server opportunity.
Broadcom is retiring $2.5B in debt via a tender offer, a capital structure move that follows the company's rise to a $1.83T market cap AI chip franchise.
BofA upgraded INTC to Buy on CPU and foundry growth prospects, a call that sent shares up 9.27% to $116.96 on Thursday, June 11.
EPS of $5.96 beat estimates by $0.02 in a record Q2, but CFO Dan Durn's exit and modest beats left investors cautious. AI revenue tops $500M.
Accenture invested in AlphaSense on June 3, targeting AI-driven market intelligence. Here is what the deal means for ACN shareholders.
Barclays lifted its LRCX price target to $335, maintaining its rating as AI and HPC demand for chipmaking tools drives quarterly sales above $5 billion.
A new Strong Buy upgrade on CRDO cites a $3,000-per-GPU memory arbitrage thesis, as analyst consensus shifts to 25 Buy-or-better ratings vs. just 2 Holds.
Xbox's Project Helix is being redesigned due to AI-related supply shortages, a concrete operational setback that adds pressure to MSFT shares already down 2.48% on June 11.
Wolfe Research starts Super Micro at Peer Perform: AI infrastructure demand is real, but thin margins and regulatory risk cap the upside case.
BofA issued a double upgrade on INTC citing CPU opportunity: here is what changed in the analyst's view and why it matters for shareholders.
A $396M, 10-year federal deal will replace 100+ agency HR systems with a single Oracle cloud platform serving 2 million federal employees.
Strategy's CFO offloaded company shares as MSTR lost 40% of its value in a month, closing at $117.02. Here is what the insider sale signals for shareholders.
AT&T and Cisco are bundling personalized in-vehicle entertainment into Connected Car-equipped vehicles via a LiveOne deal, expanding Cisco's role in consumer infrastructure.
Palantir's CEO publicly called out frontier AI labs at AIPCon 10, as Rosenblatt reiterates Buy with a $225 target. Here is what the signal means for PLTR.
Salesforce bought M3ter to overhaul how it prices AI products, a structural bet that changes revenue predictability for CRM shareholders.
SMCI unveiled a $7B equity and equity-linked financing plan to fund its AI server backlog — dilution concerns sent shares down 19.7% on June 10.
Citigroup's Atif Malik singled out Broadcom as a top semiconductor pick, calling the recent sector pullback healthy. Here is what the call means for AVGO.
ServiceNow and NICE's new AI platform connects front, middle, and back-office teams in real time, targeting the service silos that slow enterprise issue resolution.
AMD Ventures helped fund TensorWave's $350M raise at a $1.55B valuation, backing an all-AMD AI cloud and mirroring Nvidia's neocloud investment strategy.
Qualcomm's Dragonwing processor is heading to oil fields via a new SLB partnership — bringing edge AI automation to one of the world's most demanding industrial environments.
A new downgrade calls Corning overvalued after a 112.7% rally — the case for underperformance despite undeniable revenue and profit growth.
Microsoft's NHS Copilot deal gives 505,000 staff AI access — here's what the contract means for MSFT's enterprise AI growth and investor outlook.
JPMorgan flagged MSTR's dollar liquidity as a concern while Strategy launched semi-monthly preferred dividends — here's what it means for MSTR investors.
Marvell joins the S&P 500 on June 22 — historical index-addition patterns suggest more near-term moves ahead. Here's what investors need to know.
Alphabet is shifting part of its TPU production to Intel Foundry for 3M+ custom AI chips in 2028 — here's what the landmark deal means for INTC.
Strategy sold 1.4M shares for $181M then deployed proceeds into Bitcoin — $100M purchase confirmed. Here's what it means for MSTR investors.
NVIDIA CEO Jensen Huang reframed last week's $1 trillion-plus chip stock wipeout as a near-term event, not a structural break. Here's what it means for NVDA.
Google ordered 3M+ Intel-made chips for 2028 delivery while Intel and Hitachi announced a physical AI collaboration — here's what it means for INTC.
Mizuho raised its price target on Super Micro by $8 per share. The move signals analyst confidence in the data center server maker's AI revenue trajectory.
HPE shifts to unified global distribution via Ingram Micro and TD SYNNEX. The strategic move reshapes how the enterprise software and hardware vendor reaches customers worldwide.
Apple opened WWDC 2026 with a revamped Siri and edge-AI push backed by $31B in quarterly Services revenue and 49.3% gross margin — here's what the software showcase means for AAPL's next upgrade cycle.
Marvell clears S&P 500 profitability test after AI-driven rally — shares jumped 6% after-hours. Here's what the index addition means for MRVL investors.
Broadcom is partnering with Apollo, Blackstone and others on alternative financing for AI hardware — here's what the shift means for AVGO's long-term business model.
Nvidia approved Micron as one of three HBM4 suppliers for its Vera Rubin platform — here's what the certification means for MU investors.
Top mutual funds are placing their biggest AI bets on Broadcom and Amazon — here's what the fund flow data means for AVGO investors.
Broadcom's post-earnings AI outlook fell short of high investor expectations — shares dropped 12.59% on June 4. Here's what it means for AVGO investors.
Planet Labs beat Q1 FY27 revenue estimates with a record $94.2M (+42% YoY) and raised full-year guidance — but gross margin compression to 56% and a mixed profit profile sent shares lower after hours.
Palantir announced two-way integrations with Google Cloud BigQuery and revealed new enterprise deployments at its AIPCon conference. Here's why the expansion matters for PLTR's platform adoption strategy.
IBM and Google Cloud announced a strategic partnership to integrate AI capabilities with human expertise. Here's what the collaboration means for IBM's enterprise AI positioning.
Cathie Wood's ARK Invest bought $96M of GOOGL while cutting its AMD position — here's what the portfolio shift means for AMD investors.
Citi and Goldman Sachs both lifted their PANW price targets, citing AI-fueled enterprise security spending — here's what it means for PANW investors.
Nvidia's CEO publicly named Marvell Technology as a future trillion-dollar company — here's what the endorsement means for MRVL investors.
Intel and Foxconn are joining forces to accelerate AI infrastructure buildout — here's what the new partnership means for INTC investors.
Apple's new camera-based bill-splitting feature lets users split checks by photographing a receipt — here's what it means for AAPL's payments push.
C3.ai posted Q4 revenue of $53M, a steep sequential drop from $75M — CEO Thomas Siebel called performance 'unacceptable.' Here's what investors need to know.
Broadcom's Q2 EPS of $2.44 nearly matched estimates, but a Q3 outlook that fell short of lofty AI expectations sent shares lower — here's what investors need to know.
A $10B investment in quantum computing through 2029 signals IBM's bid to lead the next computing era — here's what the quantum roadmap and IBM Bob AI expansion mean for IBM investors.
Credo posted 157% revenue growth and lifted guidance, yet shares fell 8% on June 3. Analysts see the pullback as a buying opportunity — Roth and Jefferies both raised price targets above $270.
Morgan Stanley says Palo Alto Networks' Q3 results show growing demand for AI-driven platforms — here's what it means for PANW investors.
Cramer issued a stark warning on chasing MRVL after Nvidia's CEO made a trillion-dollar remark — here's what it means for MRVL investors.
UBS lifted its Oracle price target to $285 ahead of earnings, pointing to durable AI momentum — here's what it means for ORCL investors.
AMD's CFO says agentic AI is fueling strong CPU demand and reaffirms a $120B market opportunity — here's what it means for AMD investors.
Microsoft unveiled its MAI model family covering reasoning, coding, image, voice & transcription — here's what ending OpenAI dependence means for MSFT.
Jensen Huang met Foxconn's chairman at Computex as the Apple supplier expands its role as Nvidia's primary AI rack manufacturer — here's what it means for NVDA.
Microsoft unveiled 7 new AI models, an autonomous 'Scout' agent, a quantum chip, and an Nvidia partnership at Build 2026 — here's what it means for MSFT.
PANW beat Q3 FY2026 EPS by 5.3% with $0.85 vs $0.81 expected, revenue surged 31% to $3.00B, and shares jumped 10.5% after hours — here's what the results and raised guidance mean for PANW investors.
Oracle struck a multi-gigawatt fuel cell agreement with Bloom Energy to power AI data centers on-site — here's what the deal means for ORCL's infrastructure strategy.
Intel unveiled Xeon 6+ processors and new rackscale AI infrastructure at Computex 2026 — here's what the product push means for INTC's data center ambitions.
China military-linked universities reportedly sought Nvidia H200 chips — Nvidia has issued a response. Here's what the development means for NVDA investors.
Nvidia's Jensen Huang called this 'an incredible time to be a software company' — here's what that signal means for CRM investors right now.
MicroStrategy sold $2.5M in bitcoin—its first crypto disposal in four years. The move signals a shift in strategy and sent shares down 4.09% on June 1.
Jensen Huang dined with SK Hynix, Samsung, LG, and Naver executives in Taipei — here's what the Korean Partner Night means for NVDA's AI supply chain.
A roundup of today's most significant stock moves and news across the market.
Palo Alto Networks acquired AI Gateway provider Portkey to expand its security platform capabilities — here's what the deal signals about PANW's AI security strategy.
Zennify, a key Salesforce consultancy for regulated industries, appointed Michael Rouleau as CEO — here's what the leadership shift means for CRM's partner ecosystem.
Intel and 3DGS Inc. are jointly investing $3.3B in a semiconductor substrate plant in Odisha — here's what the deal means for INTC's global manufacturing strategy.
NVIDIA's DOCA and BlueField-4 STX platform now integrate with Xage Security for zero-trust AI protection — here's what the partnership means for NVDA.
Intel joins Nvidia, AMD & Qualcomm at Computex 2026 — the AI-focused chip showcase kicking off June 2 in Taipei. Here's what it means for INTC.
CVS Health has broadened its AI-focused collaboration with Salesforce to deliver tailored digital tools for members and providers — here's what it means for CRM.
NVIDIA's AI push into cars and robots has become a multibillion-dollar revenue stream — here's what the expansion means for NVDA investors.
Supermicro partners with Taiwanese authorities to stop illicit server exports to China—what the crackdown means for supply chain security and export controls.
Azul warns organizations using Oracle Java without paid licenses face growing financial and compliance risk — what it means for Oracle's Java monetization strategy.
LongPoint Asset Management launched a 2x leveraged Palantir ETF (PLTU) on the TSX — here's what the new product means for PLTR investors.
Carbon Direct released practical CDR sourcing guidelines co-developed with Microsoft and Stripe — here's what the collaboration means for MSFT's climate strategy.
Salesforce has stepped up share repurchases as Wall Street awaits back-half 2026 revenue reacceleration — here's what it means for CRM investors.
A roundup of today's most significant stock moves and news across the market.
Marvell laid out a $16.5B revenue goal and posted record Q1 revenue of $2.42B — here's what the AI-driven roadmap means for MRVL investors.
Truist lifted its NVIDIA price target to $307 from $287 after a strong quarter — here's what the analyst move means for NVDA investors.
Marvell posted $2.22B in Q1 revenue and lifted its full-year outlook on AI data center chip demand — here's what it means for MRVL investors.
Salesforce beat Q1 EPS estimates by 23% with $3.88 vs $3.15 expected and $11.13B in revenue — but weak Q2 guidance has investors worried. Here's what it means for CRM.
$1.6B Dell-IREN deal puts NVIDIA Blackwell GPUs at the heart of new AI data center buildouts — here's what it means for NVDA demand.
A roundup of today's most significant stock moves and news across the market.
Wells Fargo kept its Buy rating on PANW with a $285 target on May 21 — here's what the analyst conviction means for investors.
Broadcom announced a new 50G PON edge AI portfolio — here's what the product expansion means for AVGO's infrastructure play.
Wall Street analysts lifted price targets on Marvell as the chipmaker prepares to showcase AI connectivity solutions at COMPUTEX 2026—here's what the upgrade means.
A roundup of today's most significant stock moves and news across the market.
Oppenheimer and Citi both lifted price targets on Marvell, signaling renewed confidence in the chipmaker's growth prospects amid AI demand.
A roundup of today's most significant stock moves and news across the market.
Solar tracker maker Nextracker upgraded its outlook following better-than-expected results and new acquisitions, driving stock up 7.85% on May 25.
NVIDIA is acquiring equity positions in other AI companies, a strategy analysts say could become a meaningful catalyst for future net income beyond chip sales.
Super Micro Computer names Matthew Thauberger to newly created CRO role as company pursues AI server growth amid internal control remediation.
Stifel raises price target on Marvell as AI semiconductor demand accelerates. Stock surges 2.96% Friday on analyst optimism about data center chip cycle.
Dell surged 14% to a record $291.20 as Wells Fargo, JPMorgan and Citi raised price targets ahead of Q1 FY2027 earnings on May 28, citing a $43B AI server backlog.
A roundup of today's most significant stock moves and news across the market.
AMD doubles down on AI with a $10B investment commitment. Here's what the move signals for the chipmaker's data center ambitions and production scale.
SpaceX's S-1 filing names Intel as a key partner in a major new fabrication facility, a significant win for INTC's foundry ambitions, per Wolfe Research.
Apple has appealed its App Store payment dispute with Epic Games to the Supreme Court, a ruling that could reshape how developers handle payments outside Apple's ecosystem.
Workday beat Q1 fiscal 2026 earnings estimates under its new CEO, filing results with the SEC on May 21. Analyst consensus sits at Buy with 30 of 48 ratings bullish.
AMD announces $10 billion investment in Taiwan AI chip production capacity. Stock fell 2.70% on Thursday amid broader pre-market uncertainty.
Workday unveiled two new AI-powered products at the Sana AI Summit, expanding its enterprise platform into IT service management and travel expense automation.
NVIDIA's Q1 FY27 results showed net income of $58.3B, up 211% year-over-year, as revenue climbed 85% to $81.6B driven by hyperscalers and AI cloud demand.
Commerce Dept. awarded IBM $1B — 50% of a $2B federal quantum package — as the U.S. takes equity stakes in recipient firms. IBM surged up to 7.1% on the news.
Intuit posted Q1 CY2026 revenue of $8.56 billion (+10.4% YoY) and non-GAAP EPS of $12.80, beating estimates — but announced a 17% workforce restructuring.
Citi doubled its Micron price target from $425 to $840, projecting FY27 EPS of $104.56 and free cash flow of $87.93B as AI-driven DRAM supply deficits and 200% YoY ASP surges redefine the memory cycle.
Intel is reportedly in acquisition talks with AI chip startup Tenstorrent, sending INTC shares up 5% on May 20, 2026 to trade near $119.25.
A roundup of today's most significant stock moves and news across the market.
Evercore ISI increases price target on Advanced Micro Devices as server CPU addressable market is seen reaching $125 billion by 2030.
Test-and-measurement equipment maker reports record orders and revenue in fiscal Q2, raising full-year outlook on strong semiconductor and 5G demand.
Wall Street sets 75% gross margin as the critical threshold for Nvidia's Q1 FY2027 results, due after Wednesday's close. Here's what analysts are watching.
ADI posted Q2 revenue of $3.62B, up 37.2% YoY, with EPS of $3.09 beating estimates by 6.2% and Q3 guidance of $3.9B topping Wall Street by 8.1%.
Oracle plans a major deployment of Nvidia's Vera CPUs across its infrastructure this year, signaling deepening AI infrastructure partnership with chip supplier.
Bank of America restarts coverage of ServiceNow with a Buy rating, sparking a 3.4% rally on Tuesday, May 19 as software stocks stabilize.
UBS drops its aggressive price target on Broadcom, citing unspecified concerns. Stock fell 3.20% on May 19 amid sector-wide semiconductor volatility.
Citi raises AMD price target to $460 citing AI demand boom. Stock traded at $397.08 on May 19, implying 16% upside from analyst's new forecast.
UBS drops aggressive price target for Broadcom, citing valuation concerns amid semiconductor sector volatility and shifting AI demand dynamics.
Susquehanna analyst Mehdi Hosseini lifted the KEYS price target from $300 to $415 while keeping a Positive rating. Here's what the upgrade signals for Keysight.
Cognizant raises its 2026 buyback target to $2 billion total, signaling confidence in shareholder returns amid operational execution.
ServiceNow rallies 8.78% on May 18 as investors rotate into software-as-a-service plays during broader tech retreat.
TD Cowen lifted its Broadcom price target from $405 to $500 on May 15, keeping a Buy rating as AI revenue is reported up 140% in Q2 2026.
AMAT's gross margin just reached its highest level in 25 years, driven by AI chip demand and premium products. Here's what's behind the milestone and whether it can last.
Former AMD sales leader John Byrne has joined Liqid's Board of Directors, bringing 30+ years of experience scaling partner organizations at Dell and AMD.
Western Digital unveiled post-quantum cryptography hard drives to secure AI data infrastructure, advancing next-gen trusted storage as quantum computing threats loom.
Solar tracker maker Nextracker beat EPS by 6.2% in latest quarter; Citi raises price target significantly, signaling analyst confidence in growth trajectory.
Software firm executes $2 billion bitcoin purchase despite reporting three straight quarterly losses, shifting balance-sheet strategy.
Analyst Citi reduced Salesforce price target from $200 to $188, citing weak enterprise software spending trends in the market.
A roundup of today's most significant stock moves and news across the market.
Oracle is broadening its agentic AI capabilities via partnerships with U.S. defense organizations, signaling expansion beyond commercial cloud.
LinkedIn is laying off workers weeks after Microsoft offered voluntary buyouts company-wide. Here's what the moves signal about Microsoft's workforce strategy in 2026.
Cisco's Q3 2026 8-K revealed $43.5B RPO, 35% product order surge, and AI order target raised to $9B — driving a 13.4% share price gain on May 14, 2026.
A roundup of today's most significant stock moves and news across the market.
Applied Materials reports Q2 2026 earnings Thursday as investors weigh AI-driven chip demand against slowing China sales. Analyst consensus sits at 36 Buy ratings.
Qualcomm advanced 1.36% on May 13 as Trump Mobile began shipping US-assembled phones using its chips.
OCI IaaS revenue surged 84% YoY to $4.9B and RPO hit $553B (+325%), yet Oracle's CapEx cycle is testing investor patience. Here's the bull-bear breakdown.
Spire Global posted Q1 2026 revenue of $15.8M, beating its own guidance range. Shares rose 4.14% on Wednesday, May 13 as results were released.
Nextracker shares jumped 11.17% on Wednesday, reaching a 52-week high as strong yearly growth and AI sentiment lift the solar tracker maker.
NVIDIA shares reached a new 52-week high on Wednesday, May 13 as CEO Jensen Huang accompanied President Trump on a visit to China, lifting AI chip sentiment broadly.
VSH traded above its 52-week high after Q1 2026 results. Analyst consensus remains cautious despite the session's strong gain.
Cisco shares traded near 52-week highs Wednesday ahead of its Q3 results. Wall Street expects EPS of $1.03 on revenue of $15.56B.
MicroStrategy stock dropped 5.88% on Tuesday, May 12, as the company made its smallest Bitcoin purchase of 2026, signaling a potential change in accumulation strategy.
NXT posted non-GAAP EPS of $1.05 and revenue of $880.5M, topping estimates. The company raised FY2027 revenue guidance to $3.8–$4.1B.
A roundup of today's most significant stock moves and news across the market.
Coherent fell 2.77% on Tuesday despite a major analyst upgrade, signaling market skepticism on valuation.
AMAT dropped 3.00% on Tuesday after announcing expanded TSMC partnership, signaling sector caution.
QCOM fell 5.48% on Tuesday amid broader chip stock selloff after recent record highs, raising sector concerns.
Micron shares fell sharply on Tuesday amid a broad tech retreat sparked by concerns over a potential AI windfall tax.
Zebra Technologies beat Q1 EPS estimates and lifted its full-year outlook, sending shares up 14.21% on Tuesday, May 12.
Stock jumps 6.50% as AI supercycle boosts memory chip demand amid Samsung production challenges.
RGTI posted Q1 revenue of $4.4M, topping estimates, and brought its 108-qubit Cepheus system to market. Shares closed up 8.29% on Monday, May 11.
Power electronics firm delivered Q1 beat and upgraded guidance but declined 1.13%, signaling valuation concerns despite strong execution.
Mobile chip designer jumps on Intel appointment news and renewed investor focus on AI device expansion beyond smartphones.
Optical networking specialist soars 12.75% on Monday as it joins the Nasdaq-100 index following a 1,230% run.
Corning climbed 7.32% on Monday, May 11 as NVIDIA's $500 million fiber optics investment underscores the company's role in solving AI data center interconnect constraints.
Coherent surged 7.78% on Monday, May 11 after posting record Q3 earnings and securing a $2 billion AI optics investment from NVIDIA, validating its bottleneck positioning.
Western Digital surged 7.22% on Monday, May 11 as memory and storage stocks benefit from broadening AI infrastructure spending across the semiconductor sector.
Applied Materials gained 1.91% on Monday, May 11 as the chipmaker deepens ties with TSMC to accelerate AI semiconductor scaling.
NVIDIA shares rose 1.55% on Monday, May 11 to close at $218.54, edging past the prior 52-week high. Fundamental strength and a new AI cloud deal keep Wall Street firmly bullish.
Stock declined after analyst warning on discretionary IT spend, though forward P/E of 7.09x suggests value opportunity.
Apple stock reaches all-time high after announcing chipmaking partnership with Intel, signaling vertical integration strategy.
A roundup of today's most significant stock moves and news across the market.
Applied Materials slides as negative revenue momentum and high valuation raise concerns about semiconductor equipment cycle maturity.
Akamai stock falls sharply as negative earnings momentum and modest growth raise questions about content delivery network resilience.
Microsoft partners with CAISI and AISI to establish AI model testing benchmarks as the company posts strong forward valuation metrics.
Semiconductor designer drops as broader chip rally falters amid geopolitical concerns and valuation pressures.
Intel shares retreated as competitive threats from Nvidia and custom silicon emerge, raising questions about margin recovery.
Fortinet rocketed 20% higher as cybersecurity demand and 23% profit growth signal accelerating market traction.
Datadog stock rocketed higher after a strong quarterly beat and major federal security certification fueled investor optimism.
FIS posted strong net income growth in Q1 2026 but missed revenue targets, keeping shares under pressure near multi-year lows.
Gen Digital surpasses $5B annual revenue milestone with accelerating double-digit growth, buoyed by rising cybersecurity demand.
EPAM drops 2.55% despite earnings beat and raised profit guidance, as analyst concerns over Q2 revenue outlook weigh on sentiment.
DIOD slides 3% despite launching high-speed redriver and clock generator chips for next-gen platforms.
Datadog's stock rockets 31% after Q1 earnings beat, marking a record trading day as observability platforms gain enterprise momentum.
A $1.8B cloud infrastructure commitment from a leading AI model provider overshadowed a Q1 EPS miss, sending AKAM shares up over 24% after hours.
Axcelis posted Q1 adj. EPS of $0.72, narrowly beating estimates, while Q2 guidance came in above consensus. Shares fell sharply on the day.
Applied Optoelectronics shares fell sharply following its Q1 2026 earnings release. Revenue growth remains strong at 33.9% YoY, but margins stay negative.
EPAM topped Q1 2026 EPS estimates and lifted its full-year profit outlook, though a revenue miss kept the stock under pressure.
Datadog posted $1.006B in Q1 revenue, up 32% YoY, beating estimates and issuing stronger-than-expected Q2 guidance. Shares rose nearly 24%.
Coherent topped Wall Street estimates on surging AI datacenter demand, with stock climbing 2.66% as the optics leader capitalizes on co-packaged optics momentum.
Strong AI and IT infrastructure demand lifted Q1 revenue, but 20% stock drop suggests market disappointment elsewhere.
Arm Holdings surged 13.6% after posting record quarterly revenue and issuing above-consensus Q1 FY2027 guidance of $1.26B at midpoint.
COHR shares rose to $335.73 as investors position ahead of results. Analyst consensus remains firmly bullish with 22 Buy-or-better ratings.
CDW posted Q1 2026 revenue of $5.68B, up 9.2% YoY, beating Wall Street estimates on resilient IT spending. The stock trades at $136.80, up 1.11% on the day.
Palantir extended its Pentagon lock-in with a new multi-year AIP deployment contract — backed by US government revenue already up 45% to $320M last quarter, here's what it means for PLTR's valuation.
Arista reported strong Q1 earnings and revenue, but shares tumbled as forward guidance disappointed despite robust AI equipment demand.
AMD stock jumped 4% after reporting Q1 EPS and revenue that topped expectations, fueled by strong AI infrastructure demand.
MSTR climbs 3.7% as investors await Q1 earnings, tracking the company's aggressive bitcoin acquisition strategy and treasury expansion.
Research and advisory firm Gartner beat Q1 expectations and lifted annual profit guidance, driven by elevated AI consulting demand.
AMD shares fell $19.00 to $341.54 amid broad market moves, even as the chipmaker's AI cloud traction and 34% revenue growth keep analyst sentiment firmly bullish.
Stock jumps 1.4% as CEO Alex Karp delivers earnings beat on 70% revenue growth and surging government sales.
Chipmaker posts EPS beat and upbeat Q2 guidance on resilient automotive demand, though Q1 revenue fell short.
FPGA leader rallies after topping Q1 estimates and announcing major software acquisition to expand secure platform portfolio.
Ichor shares jump 8.23% after posting mixed Q1 results but raising full-year outlook on robust demand recovery.
Fabrinet posted record Q3 FY2026 revenue and EPS of $3.72, beating guidance — yet shares fell 9.6% after hours on a narrow revenue miss.
Advanced Energy beat Q1 revenue estimates with 26% YoY growth, but weak Q2 EPS guidance sent shares down sharply in after-hours trading.
Oracle stock rallies on strong revenue growth of 21.7% and EPS expansion of 24.5%, driven by accelerating AI infrastructure and cloud adoption.
AMD gains modestly as AI chip demand remains robust, though geopolitical risk and elevated valuation merit caution.
AAPL gains 3.24% amid market recalibration on AI expenditure returns and Apple's disciplined capital allocation approach.
MSFT rises to $414.44 on strong earnings growth and expanding AI partnerships across enterprise sectors.
INTC rallies as Berkshire subsidiary boosts stake to $78B, signaling confidence despite negative margins.
Palantir shares rose to $144.07 as strong fundamentals and broadening analyst conviction highlight the company's AI-driven commercial momentum.
INTC jumped 5.44% to $99.62 amid broader semiconductor strength, though a -5.9% profit margin signals the chipmaker remains in restructuring mode.
AAPL jumped 3.24% to $280.14, entering buy-zone territory as technology earnings drove the S&P 500 and Nasdaq to fresh records for a fifth consecutive week.
MSFT gained 1.63% after securing major Pentagon AI contracts alongside Nvidia and Google, riding the mega-cap earnings wave to record highs.
Azure and AI momentum offset by investor concerns over $190B capex plan impact on near-term profit growth.
First Solar surged 5.92% after delivering Q1 EPS and revenue beats while maintaining full-year 2026 guidance amid rising solar demand.
Apple reported Q2 revenue of $111.2B and EPS of $2.01, beating estimates, as Tim Cook prepares to hand the reins to John Ternus in September.
A roundup of today's most significant stock moves and news across the market.
Tim Cook's planned September departure and Apple's AI roadmap dominate investor attention as AAPL trades near $270. Analyst consensus remains firmly constructive.
Cognizant stock slips after Q1 beat as management issues cautious forward guidance amid IT budget uncertainty.
Amphenol surged 3.24% on strong Q1 results, delivering 49.1% revenue growth and exceptional earnings expansion.
Automatic Data Processing topped Q3 estimates with $3.63B in revenue and 7% growth, prompting management to raise its FY26 guidance.
Cognizant slipped on Q1 revenue miss and Q2 guidance below estimates, signaling cautious IT spending—offset partially by strategic $600M Astreya AI acquisition.
Amphenol reports record first-quarter results with management signaling continued sales momentum through Q2 on broad end-market strength.
ADP posted Q3 revenue of $5.94B and EPS of $3.37, beating estimates. Shares rallied over 4% as the company lifted its full-year 2026 forecast.
Solar inverter maker stumbles on weak demand despite developing solid-state transformer for AI data centers.
Important Legal Disclaimer: This is for informational purposes only and is not financial, investment, or tax advice. Past performance is no guarantee of future results. We are not licensed advisors. For Swiss residents: This does not constitute a public offer under FINSA. For EU residents: Not MiFID II compliant advice. For US residents: Not SEC-registered advice. Always consult a qualified professional. Investing involves risk of loss.