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TSMC’s Q2 Report Seen as Key Test for AI Demand and Capacity

Investors expect the company to signal persistent AI-driven orders and tight advanced-node capacity, a report that could steer near-term stock moves.

Snowflake Recasts Itself as an AI Growth Engine

ServiceNow Faces Earnings Test After Target Cuts Put AI Strategy Under the Microscope

Google’s TurboQuant Shakes Memory Stocks as Wall Street Counters Fears

Uber's Record Quarter Meets Lower Price Targets as AV Push and Reinvestment Weigh on Near-Term Margins

CoreWeave Draws Fresh Bullish Calls as Backlog Strength Meets Execution Scrutiny

RBC Raises UiPath Target to $19, Reiterates Sector Perform After Investor Meetings

JP Morgan Holds Apple at $230, Sees Path to $250 by 2026 Ahead of Q3 Earnings

Nvidia Q1 Revenue Jumps 69% on AI Demand, Warns of $8B China Export Hit

Arm Holdings Faces Market Doubts Despite Strong Quarterly Revenue