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Arista Raises 2026 AI Revenue Target to $3.25 Billion

The target hike signals stronger demand for Ethernet in AI data centers.

Palantir Wins $300 Million USDA Deal to Modernize Farm Services

SoundHound to Buy LivePerson for $43 Million to Create Omnichannel AI Company

TSMC Set to Post Fourth Straight Record Profit on Unrelenting AI Chip Demand

UBS Cuts ServiceNow to Neutral With $100 Target as Stock Hits New Low

TSMC March Sales to Test AI Chip Supply on April 10

Wall Street Sees Big Upside for Broadcom After Q1 Beat

Micron Begins Large-Scale HBM4 Shipments Ahead of Plan, Lifting Shares

Lattice Semiconductor Soars to Record on Upbeat Q1 Outlook Despite Profit Slump

Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out

USA Rare Earth Extends Rally on Venezuela Speculation

Broadcom’s AI Surge Builds $73 Billion Backlog as CFO Signals Margin Slip

Baidu Moves to Spin Off AI Chip Unit Kunlunxin With Confidential Hong Kong Filing

Fitch Affirms Iren’s BBB Rating as AI Pivot Targets $3.4 Billion ARR by 2026

Broadcom Slides on AI Margin Warning as Analysts Defend Backlog-Driven Growth

Cantor Upgrades SoundHound AI to Overweight With $15 Target Ahead of CES

Palantir Lands Roughly $448 Million U.S. Navy Deal as Valuation Debate Escalates

Astera Labs Wins $195 Price Target as Bulls Reassess After 40% Slide

Salesforce Steps Up AI Commercialization With Partner Expansion, Pricing Framework and Enterprise Deals

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies