Business ❯ Market Trends

Demand Analysis

Consumer Electronics AI Technology Gaming Industry Chip Market Product Launches Hyperscalers AI Industry Shipping Industry Energy Demand Export Markets U.S. Market Artificial Intelligence Financial Impact Domestic Demand AI Infrastructure Revenue Backlog Laboratory Products Aerospace Industry Consumer Behavior Product Growth Industry Applications Chip Manufacturing Technology Sector Light Commercial Vehicles Component Sales Nutrition Unit China AI Market Profit Margins Energy Sector Trends Production Capacity HPC Segment Electronics Industry Cybersecurity Demand Customer Growth Combustion Engine Cars Supply Chain AI Applications

Nebius Draws Bullish Calls on Hyperscaler Deals as Capacity Limits Slow Revenue

Bullish research highlights signed demand that exceeds available power.

Mobileye Lifts 2025 Outlook After Revenue Beat as Driver-Assist Demand Rebounds

TSMC’s 2nm Draws Roughly 15 Design Customers as HPC Leads Early Demand

Analysts Lift Micron Targets Ahead of Earnings on HBM Demand as Shares Swing

Axon Beats Q2 Estimates and Lifts 2025 Revenue Forecast

Citi Raises Nvidia Price Target to $190 on Surge in Sovereign AI Demand

Nvidia Denies Chinese Market Return as ZJK Retracts B40 Production Support

Custom AI Chips Propel Marvell to Record Q1 Results and Higher Q2 Revenue Forecast