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Company Performance

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TSMC Signals Possible Wafer Price Hikes as AI Demand Boosts Profitability

Customer notices of possible 5–10% wafer price increases would show TSMC exercising pricing power ahead of its Q2 earnings report.

Rivian Tops Q2 Delivery Targets and Raises 2026 Outlook

Accenture Accelerates AI, Security and Platform Deals to Counter Near‑Term Market Weakness

Analysts Lift CoreWeave Targets After Bond Disclosures Suggest Bigger Backlog

NuScale Keeps U.S. SMR Lead as Stock Swings on Industry News

Figma Posts Clear AI-Driven Revenue Gains as Shares Stay Deeply Discounted

Lawsuits Follow Verra Mobility’s Loss of Avis Contract as Firms Vie to Lead Investor Class

Bill Ackman Says He Bought Four New Stocks but Will Reveal Names in Q2 Filing

Analysts Upgrade Tempus AI on Data Moat as Losses Narrow

Quantinuum Raises $1.68 Billion in Nasdaq Debut, Repricing Public Quantum Peers

ServiceNow Recasts Itself as an AI Agent Orchestration Platform

MongoDB Beats Q1 Estimates and Raises FY27 Guidance

Red Cat Stock Surges After Analyst Buy Call as Blue Ops Moves Variant 7 to Full Production

Memory Makers Cross $1 Trillion as AI Demand Sends Chip Prices Higher

ASML Says First High‑NA Chips Are Weeks Away as Customers Split Over $400M Tool Cost

Cerebras Stock Fueled by Institutional Buys and Fast‑Track S&P Inclusion After Volatile IPO

Microsoft’s AI Bet Fuels Growth as $190 Billion Buildout Tests Investors

Novo Nordisk’s Wegovy Pill Shows Strong Results, Reinforcing Stock Rebound

Zoetis Sinks 20% After Earnings Miss and Guidance Cut

AMD Soars as Data‑Center Boom Lifts Earnings Beat and Outlook