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Mobileye Lifts 2026 Outlook After Q1 Beat Despite $3.8 Billion Impairment

Restocking by automakers is lifting demand for Mobileye's driver-assist chips.

Advantest Joins Applied Materials’ EPIC Platform With New Silicon Valley Innovation Center

TSMC March Sales to Test AI Chip Supply on April 10

Microsoft Faces Decade-Low Valuation as Azure Surges and Copilot Upgrades Near

Palantir Rallies for the Week as Analysts Hike Targets and Defense Demand Builds

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

Broadcom Lifts 2027 AI Sales Target Above $100 Billion After Record Quarter

Accenture to Buy Ziff Davis’s Connectivity Division, Including Speedtest and Downdetector, for $1.2 Billion

CoreWeave Slides as Guidance Disappoints and Spending Plan Swells Despite Massive Backlog

Salesforce Draws Fresh Price-Target Cuts as Goldman, Truist, Piper and RBC Recalibrate Post-Earnings

Waymo Starts Mapping Runs in Chicago and Charlotte for Potential Robotaxi Expansion

Meta Takes 30% Stake as Reliance Finalizes ₹853.2 Crore AI Joint Venture

IonQ to Acquire SkyWater for $1.8 Billion to Bring Chipmaking In-House

Cloudflare Buys Human Native to Build Licensed AI Data Marketplace

After 2025 Surge, Quantum Pure‑Plays Confront Valuation, Funding and Governance Tests

Intel’s Lip-Bu Tan Calls 2025 a ‘Defining Year’ as Stock Soars and Rare U.S. Equity Deal Underscores Turnaround

Apple Explores iPhone Chip Packaging in India With CG Semi

Investors Look to Nasdaq ETFs for AI Exposure as QQQ Tops Long-Term Returns

Moore Threads Soars as Much as 502% on Shanghai Debut After $1.1 Billion IPO

Broadcom’s AI Surge Faces Valuation Test After Record Quarter