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AMD Moves Beyond Chips With $8.2B World Labs Buy and Ross Launch

The purchase and product launch mark AMD's push to combine chips, models and systems to win data‑center business.

PepsiCo to Raise Prices on Chips and Some Sodas After Earlier Cuts

Evercore Upgrades Ciena to Outperform and Raises Price Target to $550

Dell Shares Rally to Record High as AI Server Backlog and New Analyst Coverage Reprice the Stock

Adobe Posts Record Quarter as AI Revenue Grows but Freemium Strategy Weighs on ARR

Pinterest Shares Drop After CEO Flags European Seller Rules and Won’t Update Guidance

Snowflake Rerated After AI-Fueled Quarter and Upgraded Guidance

SpaceX To Build Turbine Foundry in Texas, Howmet Shares Slip

Apple Names John Ternus CEO as Tim Cook Becomes Executive Chairman

Intuitive Surgical Posts System and Procedure Growth as New Rivals Win U.S. Approvals

CoreWeave Shares Fall After Dual Downgrades as Investors Question $31–$35B Spending Plan

Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

Microsoft Confronts Investor Doubt Over Massive AI Buildout as Valuation Falls to Decade Low

Applied Materials Rallies After CEO Says Customers Are Laying Out Demand to 2030

Meta Reported to Weigh Selling Spare AI Compute as CoreWeave Shares Slide

Marvell Is Being Repriced as an AI Data‑Center Supplier After a Record Quarter

ASML Rally Bolstered by Analyst Upgrades and €12 Billion Buyback

Citi’s $710 Price Target Sends Applied Materials Stock Higher

KeyBanc Upgrades Firefly After SpaceX IPO Drags Smaller Space Stocks Down

Merlin Clears Critical Design Review for C-130J Autonomy Program