Business ❯ Corporate Strategy

Capacity Expansion

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Nebius Leaps on Blowout Quarter as It Lifts 2026 Power Target Beyond 4 GW

Analysts say the results shift Nebius from speculative buildout to executing on a pre-sold backlog.

Applied Optoelectronics Lifts 2026 Outlook Above $1.1 Billion After Q1 Miss

AXT Posts Stronger Q1, Secures $632.5 Million to Double Indium Phosphide Capacity

Vicor Jumps on Q1 Beat as Backlog Surges and Guidance Returns

Vicor Reports Strong Q1 as Backlog Surges and Capacity Build Accelerates

TSMC Touted as Top AI Chip Play in New Yahoo Finance Pick

Micron Says AI Memory Demand Will Exceed Supply Through 2026 as HBM4 Ships Ahead of Plan

GE Vernova Lifts 2028 Targets, Doubles Dividend, Expands Buybacks as Shares Jump

Texas Instruments Shares Plunge on Cautious Third-Quarter Forecast