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Marvell Cancels POET-Linked Celestial AI Orders Citing Confidentiality Violations

The cancellation raises fresh doubts about POET’s near-term path to market.

NextEra Hits Record as Q1 Beat and Backlog Surge Draw Analyst Upgrades

GE Vernova Hits New Highs After Q1 Beat and Higher 2026 Outlook

Berkshire Says It Is Not Selling Kraft Heinz for Now

Polen Focus Growth Sinks 17% In Q1, Tilts To Software And Semis

Amazon Rallies on AWS-AI Upside, $300 Targets

Snowflake Taps Jonathan Beaulier as CRO, Reaffirms Guidance

Gulf Aluminium Plants Hit in Attacks as LME Prices Surge

Broadcom’s AI Push Draws Bigger Forecasts as New Chips Ship and Supply Is Locked In

United Says It Can Offset $4.6 Billion Fuel Surge as Analysts Cut Targets

Marvell Posts Record Quarter as AI Data-Center Sales Surge

Tower Semiconductor Soars on Oriole Networks Pact as AI Infrastructure Bet Hits Multi‑Year Highs

Arista Targets $11 Billion in 2026 on AI Data-Center Surge

ASML Wins Fresh Analyst Backing on Tight AI Chip Supply as 2026 Guidance Stays Measured

Applied Optoelectronics Sets Record High on ~$200 Million 1.6T Transceiver Deal and Factory Buildout

Joby Aviation Slumps in 2026 as Dubai Air-Taxi Debut Nears

Can Tesla Reach $1,000? New Analysis Weighs a Leap From $402

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

Stocks Slip as Oil Tops $80 and AI Chip Export Risk Weighs on Semis

MercadoLibre Drops on Profit Miss as Analysts Trim Targets and ARK Adds Shares