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Broadcom Names Anthropic Its Next Major XPU Customer

The announcement signals gigawatt‑scale TPU orders that will strain high‑bandwidth memory, chip capacity and data‑center power.

Supermicro Posts Surprise 15%–17% Margins and $60 Billion Order Intake as Legal Questions Remain

UnitedHealth Raises 2026 Outlook After Large Q2 Earnings Beat

Nvidia Reports Record Quarter and Authorizes $80 Billion Buyback With Large Dividend Hike

Enphase Stock Climbs to New Highs After Goldman Upgrade and GaN Technology Disclosure

Netflix Gains After BofA Reaffirms $125 Target, Pointing to Ad Growth and NFL Deal

Vertiv Deepens AI Data‑Center Push With Liquid‑Cooling Deal and Big‑Build Roles

CVS Health Shares Hit 52-Week High After Q1 Beat and Raised Outlook

CMS Finalizes 2027 Medicare Advantage Rate Hike as Elevance Gains and Targets Shift

AMC Rallies After ‘Project Hail Mary’ Boosts Ticket Sales on Thin Volume

Viking Therapeutics Pushes VK2735 Through Pivotal Trials as Next Enrollment Milestone Nears

Broadcom Confronts Margin and China Risks as TD Cowen Cuts Price Target

Ronaldo Buys 10% of Herbalife’s HBL Pro2col for $7.5 Million as Shares Jump

Rimini Street Signals 2026 Reacceleration on Record RPO, AI Push

UnitedHealth Stock Plunges as GAAP Profit Evaporates and 2026 Sales Forecast Points Lower

UiPath Surges in December on Earnings Beat, Strong Outlook and MidCap 400 Inclusion

Zscaler Shares Fall After Q1 Beat as Company Lifts Full-Year Outlook

Zoom Raises Full-Year Guidance After Earnings Beat as AI Strategy Gains Enterprise Traction

Humana Posts Q3 Profit and Reaffirms 2025 Outlook

Seagate Surges on AI-Driven Beat and Strong Outlook, Signaling a Storage Rebound