Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.9% in the afternoon session after positive results from its key manufacturing partner, Ta...
Huawei leads China's phone market, but Apple is the fastest growing brand. Explore why Xiaomi shipments fell 35% as memory costs skyrocket.
Shares of hybrid multicloud computing company Nutanix (NASDAQ:NTNX) jumped 3.2% in the afternoon session after the company highlighted significant new...
Don't assume government funding for this early-stage rare-earth minerals company is assured.
(Bloomberg) -- Apple Inc.’s marketing executive in charge of the Apple Watch, AirPods, health and smart home initiatives said he’s retiring, marking a...
https://www.theinformation.com/articles/openai-spend-20-billion-cerebras-chips-receive-equity-stake
Microsoft is accelerating its global AI push with an early launch of its Wisconsin data center, as Satya Nadella touts its massive scale.
What happens when the "worst-case scenario" doesn't happen? Wall Street just delivered a $7 trillion answer.
The Ultra Accelerator Link Consortium recently ratified new UALink specifications, covering in‑network compute, chiplet integration, manageability, an...
The company got a boost from a high-profile hardware maker.
The streaming giant's latest results featured strong earnings, but a worrying top-line trend suggests the stock could be overvalued.
Check out the companies making headlines yesterday:
Rolf Bulk, Head of Semiconductor & Infrastructure Equity Research at Futurum Equities, discusses TSMC's Q1 earnings. He suspects that the company will...
The tech behemoth recently delivered another monster quarter. Can a shifting software landscape keep the party going?
In early April 2026, reports indicated that Dutch AI cloud provider Nebius Group N.V. was in acquisition talks with Israeli AI21 Labs, an AI company p...
D-Wave Quantum Inc. CEO Alan Baratz is turning up the heat on Nvidia Corp., arguing that quantum computing is poised to challenge the GPU giant's domi...
Lumentum Holdings recently announced multiyear agreements with NVIDIA, a very large US$2 billion investment in advanced optics, and plans for a new 24...
It essentially met analyst expectations for its inaugural quarter of 2026.
This is a classic disconnect between the results and investor reaction -- but Reed Hastings will be missed.
While rival tech giants pour hundreds of billions into new data centers, the iPhone-maker may be quietly winning anyway.
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