Forecasting

Financial Projections Market Trends Guidance Updates Industry Analysis 2026 Guidance Data Center Business Financial Guidance Annual Run-Rate Q2 2026 Predictions Future Estimates

3 ARTICLES

2w ago

Microchip Breaks Out Data‑Center Unit and Sees Rapid Growth as Shares Surge

Selective price increases are intended to protect margins as the company formalizes a separate data‑center reporting unit and expands AI‑focused products.

9 ARTICLES

2w ago

Marvell Repriced After Record Quarter and Bold XPU Forecast

3 ARTICLES

3w ago

Agora Returns to GAAP Profitability and Accelerates AI Strategy with Agent Studio and NetEase Deal

7 ARTICLES

4w ago

Netflix Trades Higher Post-Split as JPMorgan Lowers Target and Highlights Ad-Tier Scale

5 ARTICLES

10mo ago

Arista Networks Tops Q2 Estimates and Lifts 2025 Guidance

3 ARTICLES

last yr.

TSMC Reports 45% Revenue Surge in July on Robust AI Chip Demand

Forecasting

Microchip Breaks Out Data‑Center Unit and Sees Rapid Growth as Shares Surge

Marvell Repriced After Record Quarter and Bold XPU Forecast

Agora Returns to GAAP Profitability and Accelerates AI Strategy with Agent Studio and NetEase Deal

Karman Raises 2026 Revenue Outlook After Record First Quarter

JFrog Surges After Q1 Beat and Guidance Hike as Cloud Tops Half of Sales

Axon Soars After Big Q4 Beat and 2026 Growth Outlook

Cloudflare Jumps After Q4 Beat and Higher Sales Outlook on AI-Fueled Demand

Netflix Trades Higher Post-Split as JPMorgan Lowers Target and Highlights Ad-Tier Scale

Arista Networks Tops Q2 Estimates and Lifts 2025 Guidance

TSMC Reports 45% Revenue Surge in July on Robust AI Chip Demand