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BofA Raises Semiconductor Forecast to $3.2 Trillion by 2030

The bank says surging AI demand for memory and data-center capacity will drive much higher wafer‑fabrication equipment spending and reshape industry investment plans.

Investors Reprice Seagate and Western Digital on AI Data-Center Demand

Berkshire Hathaway Rebalances Portfolio as New CEO Steers Post‑Buffett Era

BP Flags ‘Exceptional’ Q1 Trading After Iran Conflict Drove Price Swings

Waterdrop Posts 44% FY2025 Revenue Growth, Declares Dividend After Q4 Surge

Centrus to Manufacture Enrichment Centrifuges in U.S. as Phase III HALEU Work Begins

Michelob Ultra Becomes No. 1 U.S. Beer, Unseating Modelo

Sonos Appoints Tom Conrad as Permanent CEO to Drive Strategic Reinvention

Mark Read to Leave WPP by Year’s End as AI Reshapes Advertising