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TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

A clear path to 2nm in 2026 followed by 1.4nm in 2028 signals a widening edge.

Ciena Shares Slide After Outlook Miss Despite AI-Fueled Beat, Prompting Analyst Upgrades

Daktronics Posts 21.6% Q3 Revenue Growth as Backlog Hits $342 Million

Genius Sports Posts Record 2025, Reaffirms 2026 Outlook, Moves to Buy Legend

CrowdStrike Beats Q4 Estimates and Forecasts FY2027 Above Wall Street Views

On Holding Clears CHF 3 Billion, Posts Record Margins as 2026 Outlook Sends Shares Lower

Gaia Posts Strong Q4, Tops 900,000 Members as It Bets on Direct and AI for 2026 Profit

Adobe Hits 52-Week Low After Oppenheimer Downgrade as Software Stocks Slide

TSMC Pushes Into 2nm as AI Demand Lifts Results and Spending Targets