Technology
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...
Planet Labs Revenue Surges 58% as Satellite and Defense Demand Accelerates
Record quarterly revenue, expanding government contracts and a $865 million cash position strengthen Planet’s push into AI-powered geospatial intelligence and...
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)...
Snowflake Beats Q2 Estimates and Raises FY27 Outlook as AI Revenue Accelerates
Revenue climbed 35% while product revenue grew 37%, prompting Snowflake to raise its full-year growth and operating margin forecasts. Snowflake...
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...
Rubrik Crushes Q2 Expectations and Raises FY27 Outlook as AI Opportunity Expands
Revenue jumps 38% while subscription ARR reaches $1.66 billion and management forecasts stronger growth and cash generation Rubrik (RBRK) delivered...
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...
