Software
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...
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...
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...
The Most Undervalued Name Out There: Nebius Group
AI Infrastructure Leader Remains a High-Growth Story Despite Rising Questions Over Valuation Nebius Group (NBIS) has returned to the spotlight...
Sandisk Delivers Explosive Fiscal 2026 Results as AI Demand Drives Record Growth
Strong Datacenter Momentum, New Business Agreements, and Expanded Buybacks Position the Company for Continued Growth Sandisk (SNDK) reported a record...
IonQ Delivers Record Quarter as Quantum Computing Momentum Accelerates
Record Revenue Growth, Strategic Expansion, and Raised Guidance Highlight the Company's Leadership in the Quantum Industry IonQ (IONQ) delivered another...
SpaceX and NVIDIA Deepen AI Alliance to Expand Next-Generation Computing Infrastructure
Partnership underscores growing demand for advanced GPU-powered systems as AI and space technologies increasingly converge SpaceX (SPCX) and NVIDIA (NVDA)...
IonQ’s Bullish Momentum Builds as $150 Price Target Sparks Investor Optimism
Expanding quantum computing opportunities, strategic partnerships, and commercial adoption fuel long-term growth expectations Investor enthusiasm surrounding IonQ (IONQ) continues to...
AMD Earnings in Focus as AI Momentum Faces Semiconductor Market Volatility
Investors look to data center growth and new AI hardware as AMD prepares to report second-quarter results Advanced Micro Devices...
