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Palo Alto Networks Re Rated After Q3 Beat as Next‑Gen ARR Surges

Analysts raised price targets after the company reported rapid platform growth driven by AI‑security consumption that lifted recurring revenue.

Applied Materials Expands AI-Focused 3D Chip Toolset and Raises Outlook

Prime Day Moved to June Boosts Amazon's Q2 Revenue Outlook

ASML Rally Bolstered by Analyst Upgrades and €12 Billion Buyback

Applied Materials Unveils Two 3D Chip Tools as Stock Holds Multi‑Month Highs

CrowdStrike Raises Outlook After Record ARR and Cash Flow and Announces 4-for-1 Split

Snowflake Pushes to Be Enterprise AI Control Layer as Analysts Raise Price Targets

Short-Seller Report Triggers Rally and Scrutiny of T1 Energy's U.S. Tax-Credit Claims

CrowdStrike Hits New Highs After BTIG Lifts Target to $621

FormFactor Drops for the Week Despite Earnings Beat and Raised Guidance

TSMC Prioritizes Advanced Packaging and Pushes Back High‑NA EUV Rollout

UnitedHealth Raises 2026 Outlook After Q1 Beat With Lower Claims Costs

CoreWeave Extends AI Footprint With Anthropic Deal, $1 Billion Debt Raise

Reddit Stock Rises as Commerce Ads Expand and Data Deal Lifts Sentiment

Alphabet Steps Up AI Buildout With A5X Rollout and Reported Marvell Chip Talks

Amazon Reported to Invest Up to $25 Billion in Anthropic as Startup Commits $100 Billion-Plus to AWS

Broadcom, Meta Strike Multi-Year Custom-Chip Partnership Exceeding 1GW

AST SpaceMobile Sets April 19 Launch for BlueBird 7 on Blue Origin’s New Glenn

Mizuho Cuts SMCI Price Target to $25 as Legal Risks Cloud AI-Server Growth

Lumentum Drops About 5% After Blistering AI-Optics Rally