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Dell shares surged after raising fiscal 2027 profit and revenue guidance far above consensus, driven by surging AI server demand. Dell increased its AI server forecast to $74 billion, posted record q…
Intel-backed startup Kepler Computing emerged from stealth with alternative 3D-stacked memory targeting 2027 production to challenge high-bandwidth memory scarcity. However, Micron maintains strong p…
Dell Technologies reported surging AI server demand, booking $61 billion in AI orders during Q2 and expanding its AI backlog to $95 billion. Total revenue jumped 58% to $47 billion, driven by soverei…
Oracle's cloud infrastructure backlog surged to $638 billion, driven by massive demand for AI data centers. While rising capital expenditures and debt pressure near-term earnings, long-term revenue a…
Impax US Sustainable Economy Fund reported strong Q2 2026 outperformance against the Russell 1000, fueled by the tech rotation into AI. The fund highlighted Micron Technology as a key driver, benefit…
OpenAI signed a multi-year deal with Firmus for dedicated AI compute capacity in Malaysia. Firmus will deploy Nvidia's next-generation Vera Rubin processors and DSX AI Factory platform, underscoring …
AMD forecasts doubling data center revenue next year amid accelerating AI inferencing demand and strong customer partnerships. Gross margin expansion is expected from a diverse product mix, bolsterin…
Key Nvidia supplier Wistron raised $1.47 billion to scale AI-server production and procure raw materials. The capital injection boosts manufacturing capacity for Nvidia's AI hardware, including its n…
Dell raised fiscal 2027 guidance, forecasting 150% EPS growth and revenue of $192 billion. Driven by a $95 billion AI server backlog and surging enterprise IT demand, the results validate strong hard…
The S&P 500 slipped 0.4% on rate concerns following strong jobs data, while memory makers Sandisk and Micron surged on AI data-storage demand. The rotation reflects expanding AI infrastructure spendi…
Broadcom announced massive AI growth projections, targeting $58B in fiscal 2026 AI sales and projecting up to $230B by fiscal 2028. Strong custom silicon demand from OpenAI and Anthropic underscores …
Fund providers are launching new ETFs targeting Asian semiconductor and AI hardware manufacturers in South Korea, China, and Taiwan. The trend highlights surging global demand for AI data center infr…
Broadcom beat quarterly estimates with 221% AI chip sales growth and raised long-term forecasts, but shares saw a muted reaction. The broader chip rally has stalled amid rising Treasury yields, while…
FPA Queens Road Small Cap Value Fund released its Q2 2026 letter, highlighting outperformance in small-cap tech. The fund trimmed its stake in Nvidia optical partner Fabrinet due to stretched valuati…
Nvidia shares jumped 3.2% following blowout earnings from Dell, which demonstrated that AI hardware demand is expanding strongly into the enterprise market beyond major hyperscalers. Analysts noted t…
Global manufacturing activity accelerated in August, driven by robust AI hardware demand in Asia and surging factory orders across Europe. Eurozone manufacturing PMI climbed to 52.7, with Germany hit…
Cisco Systems is seeing accelerating demand from hyperscalers in the AI networking supercycle, securing $9.3 billion in AI orders. Analysts target $134.21, citing strong revenue beats, operating leve…
Broader equities remain resilient despite macroeconomic concerns. Analysts highlight long-term buying opportunities during potential downturns, focusing on semiconductor valuation adjustments, AI inf…
Intel and Palantir show diverging AI growth paths. Palantir faces extreme valuation risks despite massive commercial software growth, while Intel leverages server CPU demand and a $5 billion equity s…
Broadcom's upcoming quarterly earnings and the August nonfarm payrolls report represent critical tests for the tech sector. Investors seek validation of custom AI silicon demand, enterprise hardware …