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Market Analysis

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Cerebras Posts Explosive Cloud Growth but GAAP Margins Plummet

Company says large contracted demand, cash and secured data‑center capacity are the route to restoring reported profitability.

Leaked Images Show Lenovo’s Project Swan as a Rollable ThinkBook

Micron’s AI-Fueled Surge Faces Heavy Market Discount Over 2028 Capacity Wave

Atlassian Crushes Forecasts, Posts First Operating Profit in Years and Sparks Big Stock Rally

AMD Posts Record Data‑Center Quarter, Investors Flag CapEx and Cash‑Flow Risks

Micron Beats Estimates and Raises Outlook on Soaring AI Memory Demand

SK Hynix Seeks $29.4 Billion in U.S. ADR Offering

MSI Lists Claw 8 EX AI+ at $1,799 as Company Warns of Further Price Rises

Leaks Say Galaxy S27 Base Could Keep Old Cameras and Displays

Wolfe Research Upgrades Palantir to Peer Perform Citing Ontology Strength

Broadcom Launches $35 Billion AI XPV Platform to Fund Large-Scale Compute

Citi and BofA Raise AMD Ratings and Targets as Stock Nears Yearly Peak

Quantinuum Raises $1.68 Billion in Nasdaq Debut, Repricing Public Quantum Peers

Palantir’s Q1 Surge Fails to Reverse 35% Share Drop

Intel Curtails Intel 7 PC Supply to Push OEMs Toward 18A Chips

Tech Investors Pivot to Scarcity, Not Earnings Beats, Says Cramer

Nvidia Briefly Tops $5 Trillion on Surging AI Chip Demand

Opinion: Recasting the Magnificent Seven for AI With TSMC and Broadcom Replacing Apple and Tesla

POET Technologies Lurches After Surge as Short Bets Build

Arm Shares Hit Record After SoftBank Expands Rene Haas’s Role