Artificial Intelligence
CoreWeave Brings Multi-Rack Nvidia Vera Rubin Cluster Online for Agentic AI
CoreWeave expands its next-generation AI infrastructure, connecting hundreds of Nvidia Rubin GPUs into a unified high-performance cluster. CoreWeave ($CRWV) has...
SK Hynix, Intel Explore Landmark U.S. Memory Chip Manufacturing Deal
Potential partnership could bring SK Hynix memory production to U.S. soil for the first time as AI demand fuels a...
CoreWeave Sees Surging AI Demand as Nvidia Growth Outlook Strengthens
CEO Michael Intrator says every available GPU could serve multiple customers as AI infrastructure demand drives a $104 billion revenue...
Qualcomm Shares Surge 9.5% on Amazon AI Data Center Partnership
Multi-generational AWS collaboration will target custom AI silicon and 1.6T optical connectivity, while giving Amazon warrants to acquire up to...
Zscaler Posts 25% Revenue Growth as AI Security Demand Drives Record Profitability
The cybersecurity leader closed fiscal 2026 with $3.77 billion in ARR and a record 24% non-GAAP operating margin as management...
Broadcom Shares Fall 5% as Soft Q4 Outlook Overshadows Strong Earnings Beat
The AI chip giant topped third-quarter expectations and nearly doubled revenue, but weaker-than-expected guidance pressured shares after hours. Broadcom (AVGO)...
Berenberg Initiates AST SpaceMobile at Buy, Sees 65% Upside
The investment bank sets a $92 price target as AST SpaceMobile approaches commercial operations with more than 60 mobile carrier...
Dell Crushes Q2 Estimates as AI Server Demand Sends Revenue and Earnings Soaring
Dell raises its FY27 revenue outlook to $192 billion as record AI server orders and a $95 billion backlog signal...
Marvell Posts Record Q2 Revenue as AI Data Center Demand Accelerates
Revenue jumps 37% to $2.74 billion as Marvell raises its fiscal 2027 and 2028 outlook on robust AI infrastructure demand...
CrowdStrike Surges After Q2 Earnings Beat as AI Security Demand Accelerates
Cybersecurity leader posts record net new ARR, raises full-year outlook and sees growing AI adoption creating a major security opportunity...
