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Applied Materials Raises Q4 Guide on Strength in DRAM and Packaging, Shares Fall

The $10.25 billion revenue outlook signals longer customer order visibility from AI-driven memory and packaging demand while leaving investors to weigh competition and China export risks.

Twilio Lifts 2026 Outlook After Q1 Beat as Shares Spike

Nvidia to Invest $2 Billion in Nebius to Speed AI Data-Center Buildout

Ackman’s Pershing Square Discloses $2 Billion Meta Stake, Calls Shares ‘Deeply Discounted’

Applied Digital Shares Drop 12% as AI Data-Center Stock Faces Valuation Reassessment

Figure Files With SEC for Blockchain-Native Public Stock

Saylor Says Bitcoin Will Top Gold by 2035 as Strategy Deepens Treasury Bet