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Demand Analysis

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Raspberry Pi Raises Profit Forecast as Shares Rally to Record High

Borrowing to secure scarce memory chips is intended to protect production as the company warns unit margins will ease later this year.

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Okta Beats Q1 Estimates as Demand for AI-Agent Security Grows

EnerSys Posts Record Fiscal‑2026 Results After Strategic Restructuring

Citi Lifts SanDisk Target to $2,025 on AI-Fueled NAND Tightness

Palantir Reports 85% Q1 Revenue Jump and Raises 2026 Forecast

WeWork India Opens 1.1 Lakh Sq Ft Aerocity Center in Delhi-NCR

Edwards Lifesciences Lifts Outlook After Q1 Beat on Valve Demand

Mobileye Lifts 2026 Outlook After Q1 Beat Despite $3.8 Billion Impairment

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

Cost Cuts Help J.B. Hunt Beat Q1 Estimates

Applied Digital’s Q3 Revenue Surges on First Full Lease Quarter, Loss Deepens on $59.7 Million Charge

Auto Supply Orders to Mexico Jump 18% as IAISS Maps $8.87 Billion Pipeline

Arm Stock Falls After Morgan Stanley Downgrade Over Near-Term AI Chip Risks

Cadence Beats Q4 Targets, Shares Jump as AI Demand Drives Record Backlog and 2026 Guidance

Applied Materials Heads Into Q1 Earnings With $6.85 Billion Revenue Guide

Super Micro Posts Blowout Q2 and Raises Full‑Year Outlook to at Least $40 Billion

SanDisk Rally Pauses as Shares Pull Back From Record Highs

Teledyne Tops Q4 Estimates, Guides Above Views on Defense Surge

Tesla Outlook Splits Wall Street as UBS Cuts Q4 View and Canaccord Lifts Target

Noble Signs Deals to Sell Six Jackups, Including $360 Million Package to Borr Drilling