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Fitch assigned a BB- rating to CoreWeave's convertible notes, highlighting heavy reliance on Microsoft, growing contracts with Meta and OpenAI, robust AI-driven revenue growth, and expected medium-te…
CoreWeave reported strong AI cloud demand, expanded partnerships with NVIDIA and Meta, and expects revenue growth despite near-term margin pressures from heavy investments.
Vertiv's strong portfolio, acquisitions, and deepening partnership with NVIDIA boost AI data center solutions, driving robust 2025 growth outlook despite current NVDA share decline.
Astera Labs reports expected revenue growth fueled by AI demand and NVIDIA partnership, but faces competition and tariff uncertainties. Valuation appears stretched, suggesting cautious investor stanc…
MediaTek aims for strong revenue growth from AI data center chips by 2027, leveraging its partnership with Nvidia, despite Nvidia's investment in Intel. MediaTek’s chip revenue and partnerships posit…
Intel reported Q3 profitability and growing PC processor demand, while its NVIDIA partnership aims to boost AI and data center growth. Microsoft collaborations may expand its foundry business, yet In…
Vertiv's strong order growth and new AI infrastructure solutions, backed by a strategic NVIDIA partnership, boost prospects amid stiff competition from HPE and SMCI in AI data center markets.
NetApp's strong AI-driven flash storage growth and major hyperscaler partnerships boost its outlook, despite macroeconomic headwinds and cautious spending. The AI and cloud momentum favors related pl…
HPE's AI systems revenue hits record $1.6B with strong demand and rapid order growth, boosted by NVIDIA partnership. Competitors Dell and SMCI also gain from AI server demand amid expanding data cent…
ASUS showcases a broad AI-powered device portfolio at GITEX 2025, leveraging NVIDIA technology to accelerate digital transformation in the Middle East, enhancing AI integration across business and ed…
Zacks highlights Alphabet's strong cloud and search growth, $50B Google Cloud run-rate, and AI partnerships boosting queries; litigation and stiff cloud competition are noted as risks.