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AMD shares rose nearly 2% amid a tech rally following executive comments at the Goldman Sachs conference projecting a $2 trillion AI market by 2030. Wall Street analysts reiterated bullish stances, s…
Broadcom is exploring a massive up to $100 billion AI financing package to boost demand for its custom chips and data-center equipment. This, alongside major new partnerships with Apple, OpenAI, and …
Cerebras Systems shares dropped 11.9% after Q2 earnings missed estimates with a wider-than-expected loss, despite 74% YoY revenue growth. Company raised full-year sales and margin guidance, suggestin…
Cerebras Systems shares dropped 17% after Q2 loss and only modestly better-than-expected Q3/FY26 guidance failed to impress investors, despite growing cloud revenue and AI chip demand.
An unidentified company, analyzed as a potential rival to Nvidia (NVDA), reported record quarterly orders and raised its fiscal 2026 guidance, projecting significant sales and EPS growth driven by AI…