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Broadcom Locks Long-Term AI Chip Deals With Google and Anthropic

The agreements give Broadcom clearer revenue visibility toward its CEO's target of more than $100 billion in AI sales in fiscal 2027.

Cipher Digital Signs 15-Year Hyperscale Lease, Secures $200 Million Credit Line

Stargate AI Buildout Stumbles as Partner Disputes Drag On and Financing Doubts Mount

Jefferies Lifts Bloom Energy Target to $92, Says Valuation Allows Little Room for Error

Cantor Cuts Amazon Price Target as Street Sees AWS AI-Led Reacceleration in 2026

Samsara Beats Q3 and Posts First GAAP Profit as Analysts Lift Price Targets

IREN Posts Record Quarter as $9.7 Billion Microsoft Pact Anchors Aggressive AI Cloud Pivot