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Qualcomm Beats Q2, Guides Lower for Q3, Sets Data-Center Shipments to a Hyperscaler This Year

The outlook highlights the hit from a global memory shortage to phone sales.

Palantir Shares Slip as RBC Warns on Rich Valuation Before Q1 Earnings

Pfizer’s Elrexfio Posts Phase 3 PFS Win Over Standard Multiple Myeloma Regimen

Susquehanna Lifts AMD Price Target to $375 Ahead of Earnings on AI and Server Momentum

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DA Davidson Sets Street-High $1,000 Target for Micron on AI Memory Boom

CrowdStrike Launches Project QuiltWorks to Fix AI-Discovered Software Risks

Marvell to Buy Polariton to Boost AI Data-Center Optics

Edwards Lifesciences Lifts Outlook After Q1 Beat on Valve Demand

ON Semiconductor Hits Two-Year High After Bold B. Riley Upgrade

Lam Research Beats Q3 and Raises Outlook as Analysts Lift Targets

Boston Scientific Meets Q1 Targets and Cuts 2026 Outlook

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

Analysts Lift Rocket Lab Targets After Mynaric Buy and Gauss Propulsion Debut

Palantir Draws Fresh Bullish Calls as AIP Partnerships Expand and Wartime Role Spurs Attention

Allbirds Pivots to AI as NewBird AI, Stock Jumps 350% for the Week

Oracle Surges On Expanded AWS–OCI Connectivity

Rocket Lab Closes Mynaric Deal and Unveils Gauss Thruster as Shares Rally

Meta Debuts Muse Spark as AI Bet Lifts Shares and Raises Spending Questions

Vertiv Draws Fresh Bull Calls as AI Data‑Center Demand Accelerates

Wall Street Reaffirms Microsoft’s AI Thesis After Sharp Selloff