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Raymond James Upgrades Arista to Outperform on Expanding AI Networking Demand

The upgrade bets that demand for AI data‑center networks will stay strong despite parts shortages that are slowing shipments.

Arista’s AI Networking Surge Runs Into Supply Limits

Dell Falls 5% After UBS Downgrade on AI Valuation Concerns

Valve Says Steam Deck 2 Is in Development as RAM Shortages Hit Current Model

Manhattan Associates Lifts 2026 Outlook After Strong Q1 on Cloud Gains

Huawei Leads Q1 China Phone Market as Prices Rise and Global Sales Slip

Germany Clears Rocket Lab’s Purchase of Laser-Link Maker Mynaric

Nex Raises Playground Console Price to $299 on April 1

LG Electronics Sets 2026 as Launch Point for Full-Scale Robotics Push

Apple Defies China Slump With 23% iPhone Sales Jump in Early 2026

Samsung Taps CSOT for 15 Million Galaxy OLEDs to Cut Mid-Range Costs

Samsung Shares Hit Record on Reports of $700 HBM4 Pricing and Premium Nvidia Tier

Sharp to Halt Kameyama K2 LCD Production After Foxconn Deal Collapses, Nudging Apple Panel Supply Risk

HP and Dell Start Qualifying CXMT DRAM as Acer and Asus Pursue China‑Sourced Memory

Apple Sets Quarterly Revenue Record on iPhone 17 Boom and Services Surge

SK Hynix Pulls Forward Yongin Fab to Feb. 2027, Sets HBM Wafer Starts in Cheongju Next Month

China Demands Netherlands Reverse Nexperia Measures as Court Ouster Stands

Apple Probes Cyberattack on Unnamed China Assembler Targeting Production Systems

Google Ousts Procurement Chiefs as Big Tech Stations Buyers in Korea for Scarce AI Memory

JD Industrial Debuts on HKEX, Raising About HK$2.83 Billion at HK$14.10 a Share