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Broadcom Posts 29% Q1 Growth as AI Chip Sales Hit $8.4 Billion

The results show AI chips alongside VMware subscriptions now power growth.

Corning Extends Rally as AI Data‑Center Optics Draw Fresh Upgrades and Higher Sales Goals

Nebius Closes $4.34 Billion Convertible Notes as BofA Starts Coverage at Buy

Meta vs. Alphabet: Strong 2025 Results, Diverging AI Bets Define 2026 Outlook

Kioxia Debuts GPU-Direct 'Super High IOPS' SSD at GTC 2026, Backing NVIDIA's Storage-Next

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

Blue Owl Disputes Report It Couldn't Finance $4 Billion CoreWeave Data Center

Supermicro Rallies 8% After $40 Billion Outlook, Analyst Upgrade and Insider Buying

Bitdeer Stock Sinks on $300 Million Convertible Notes Plan, Contingent Share Sale

Lenovo Warns PC Shipments at Risk as Memory Shortage Deepens

UBS Reaffirms Bullish AI Path for Broadcom as Shares Whipsaw

Firmus Secures $10 Billion Blackstone-Led Debt for Australia AI Data-Center Buildout

Alphabet’s $185 Billion Capex Plan Lifts Broadcom as Analysts Boost AI Chip Outlook

Samsung Warns AI Memory Shortage Will Persist After Record Quarter

Cisco 360 Partner Program Goes Live, Overhauling Incentives for the AI Era

Wall Street Ends Mixed as Intel Plunge Caps Volatile Week

CoreWeave Stock Whipsaws on Chip-Supply Hopes and Trade Threats

Nebius Slips Below $100 as Tariff Jitters Hit Tech Stocks

Meta Deepens AI Push With 20-Year Power Deals as 2026 Capex Set to Rise

Goldman Starts Super Micro at Sell With $26 Target as Margin Fears Deepen