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Marvell to Buy Polariton to Boost AI Data-Center Optics

The move underscores Marvell’s bid to become a core supplier of custom silicon with faster optical links for hyperscale AI buildouts.

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

IBM Secures Citi Buy Rating as It Rolls Out AI Security Tools

FDA Approves Filspari to Reduce Proteinuria in FSGS Patients Without Nephrotic Syndrome

Plug Power Rises on Earnings Beat as Analysts Stay Cautious

Astera Labs Jumps 13% on UALink Upgrade and New Hyperscaler Deals

GitLab Hits New Low After Guggenheim Downgrade Over AI Revenue Risk

Zscaler Sinks to 52-Week Low After BTIG Downgrade on Rising Competition