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Google’s $12B warrant to buy Marvell shares validates MRVL's custom AI chip strategy, shifting Alphabet from customer to aligned shareholder. While Marvell’s valuation is high, strong data center gro…
Corning's shares plunged after its Q3 sales guidance missed elevated estimates, despite strong Q2 results and AI segment growth. Key partnerships with Nvidia and Amazon for fiber infrastructure remai…
NVIDIA partners with Emerald AI and major energy firms to develop flexible AI factories that accelerate AI capacity deployment and enhance U.S. grid reliability through innovative power management an…
IQVIA launched IQVIA.AI, an AI platform powered by NVIDIA technology to enhance efficiency and decision-making in life sciences.
Microsoft reported strong Q2 fiscal 2026 results, beating earnings and revenue estimates driven by robust cloud and AI growth, despite share decline on guidance concerns over high capital expenditure…
Uber's investments in autonomous vehicles weigh on margins short term, but partnerships with Nvidia, Tesla, and Waymo position it for long-term growth in ride-sharing and AV markets.
Navitas Semiconductor’s focus on AI data center power chips and inclusion in NVIDIA’s 800-volt ecosystem supports growth, but transition and margin improvements are expected gradually through 2026 an…
Vertiv shares soar due to AI-driven data center demand and strong earnings beats. Partnership with Nvidia enhances AI infrastructure prospects, fueling positive earnings estimate revisions and techni…
Navitas Semiconductor’s shift to high-power AI data center chips tied to NVIDIA’s 800-volt ecosystem supports strong long-term growth despite near-term revenue declines and share price drop.
Skyworks Solutions plans to acquire rival Qorvo, forming a large radio-frequency chip supplier for Apple and others, amid several major mergers and acquisitions in tech and transport sectors.
Apple's supplier Foxconn plans a $1.37 billion AI investment to boost cloud and smart platform development, signaling long-term tech infrastructure growth influencing Apple positively.
Vertiv outperforms peers with strong organic order growth, strategic AI-focused acquisitions, and partnerships including NVIDIA, boosting its 2025 revenue and earnings outlook amid premium valuation.