GE Vernova stock drops despite surging AI-driven orders as wind segment drags
What happened: GE Vernova (GEV) stock fell by roughly 6% on Wednesday. Why the stock is moving: The…
The AI Memory Supercycle Could Last Longer Than Investors Expect. That’s Great News for Micron and Sandisk.
The latest earnings for Micron (NASDAQ: MU) didn’t just show that the supercycle in memory chip stocks is still…
Cerebras Systems Announces Strong First Quarter 2026 Results
Cerebras Systems Inc. GAAP quarterly revenue of $193.4 million; record core revenue of $191.3 million, up 92% from…
Nvidia Just Raised Its Dividend by 2,400%. Is the AI Growth Stock a No-Brainer Buy Before the End of May?
Don’t let Nvidia’s (NASDAQ: NVDA) 1.7% decline on May 21 fool you. The chip giant’s first-quarter fiscal 2027…
These Words From Jensen Huang Signal Something Major Ahead for Nvidia
Nvidia (NASDAQ: NVDA) has become almost a household name in recent years thanks to the artificial intelligence (AI)…
AI cloud firm Nebius reports near eightfold revenue jump, shares surge
May 13 (Reuters) – Nebius Group reported a nearly eightfold rise in quarterly revenue on Wednesday, benefiting from…
Arm stock slides as chip supply worries overshadow upbeat AI-fueled revenue forecast
May 6 (Reuters) – Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher…
CoreWeave tops revenue estimates as AI boom supercharges cloud demand
May 7 (Reuters) – CoreWeave Inc beat analysts’ estimates for quarterly revenue on Thursday, as the specialized cloud…
Arm stock slides as chip supply worries overshadow upbeat AI-fueled revenue forecast
May 6 (Reuters) – Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher…
Arm forecasts higher-than-expected revenue on surging AI data center demand
May 6 (Reuters) – Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher…
AMD forecasts quarterly revenue above expectations as AI chip demand stays strong
By Zaheer Kachwala and Max A. Cherney May 5 (Reuters) – Advanced Micro Devices forecast second-quarter revenue above…
Sandisk joins Western Digital, Seagate in signaling strong AI storage demand
By Anhata Rooprai April 30 (Reuters) – Sandisk forecast quarterly revenue above estimates on Thursday, joining peers Western…