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Applied Materials Expands AI-Focused 3D Chip Toolset and Raises Outlook

The company’s broader tool portfolio and stronger quarterly guidance could accelerate orders for 3D memory and advanced packaging equipment.

Cerebras Beats Revenue Estimates but Warns of Sharp Margin Drop

AST SpaceMobile Reaffirms $150M–$200M 2026 Target and Confirms Mid‑June Falcon 9 Launch

Oklo Builds Data-Center Pipeline for Its First Small Reactors

Adobe Authorizes $25 Billion Buyback as It Ramps Up AI Tools and Partnerships

SoundHound to Buy LivePerson in All-Stock Deal to Build Omnichannel AI Platform

RBC Lifts Marvell Price Target to $170 as Nvidia Deal Anchors AI Push

Nebius Shares Jump on Reports It May Target AI21 for Full-Stack Push

Applied Digital’s Q3 Revenue Surges on First Full Lease Quarter, Loss Deepens on $59.7 Million Charge

Hut 8 Rallies on Street-High $136 Target as Arete Backs AI Data-Center Pivot

Broadcom’s Custom AI Chip Boom Draws Big Bets and Caution Ahead of March 4 Earnings

JPMorgan’s Q4 Beat Prompts Stock Pullback as Analysts Boost Price Targets

SanDisk Extends 2026 Rally on AI Storage Boom and Tight NAND Pricing

Teradyne Gains Momentum on Upbeat Analyst Targets and Cramer Endorsement

AMD Pushes Into AI Infrastructure With CES Launches and Aggressive Targets

Vistra Repositions for Data‑Center Demand as Shares Slip Below $170

MUFG Bank to Buy 20% of Shriram Finance in $4.4 Billion Deal

Intuitive Machines Pulls Back After Analyst-Fueled Rally in Space Stocks

Cameco Rallies on Canada–India Uranium Talks Despite EPS Miss and Guidance Cut

UBS Lifts Micron Target to $275, Says HBM Supply Is Fully Booked Through 2026