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Earnings And AI Storylines Put Tesla, ServiceNow, QuantumScape, IBM And Intel In Focus

Investor attention focused on quarterly updates that drove sharp after-hours swings.

Victory Giant Soars 50% in Hong Kong Debut After $2.6 Billion IPO

Cerebras Files for IPO on Nasdaq to Bring Wafer-Scale AI to Market

Super Micro Faces Investor Class Actions After DOJ China-Export Indictment

Frore Systems Raises $143 Million, Hits $1.64 Billion Valuation on AI Cooling Push

AMD Strikes Multiyear Deal to Supply Meta Up to 6 GW of AI GPUs

Netweb Launches India‑Built NVIDIA AI Supercomputers as Stock Jumps 14%

Nvidia Pushes AI Into Weather With Open-Source Earth-2 Models

Iluvatar CoreX Maps GPU Roadmap Targeting Nvidia Rubin by 2027, Launches TY Edge Line

Nvidia Debuts Vera Rubin, a Rack-Scale AI Platform, at CES 2026

HPE Adopts AMD’s Helios AI Racks for 2026 Launch With Juniper–Broadcom Scale‑Up Switch

Google Details Ironwood TPU Superpods Built for Inference at Cloud Scale

Navitas Touts GaN/SiC Power Chips for Nvidia’s 800V AI Data-Center Plan as Shares Rocket

Nvidia Starts Shipping DGX Spark With Orders Opening Oct. 15

Super Micro Rallies as AI Rack-Scale Push Sets Aggressive 2026 Sales Target

Cerebras Withdraws IPO Filing After $8.1 Billion Valuation Round

Huawei Details Atlas 950/960 SuperPoDs, Plans Million-NPU SuperCluster by 2027

Huawei Details AI Roadmap, In‑House HBM and ‘SuperPoD’ Megaclusters to Cut Reliance on Nvidia

NVIDIA Says Rubin Is in Fab, Eyes H2 2026 Volume as Blackwell Ultra Hits Full Ramp

AMD Eyes China AI Exports as Wells Fargo Raises Price Target to $185