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ServiceNow Loses Half Its Value but Sees Mid‑May Bounce on Early AI Sales

That move tests whether ServiceNow can convert AI interest into bigger recurring enterprise deals.

Hyperscaler AI Buildouts Lift Pick‑and‑Shovel Suppliers as Nvidia Controls Tight GPU Supply

Nvidia, Cisco Lift S&P 500 and Nasdaq to Records as Dow Reclaims 50,000

Nebius Raises 2026 Capex to $20–$25 Billion After Q1 Revenue Beat

Wells Fargo Lifts Broadcom Target to $545 on Stronger AI Outlook

Arista’s AI Networking Surge Runs Into Supply Limits

Applied Optoelectronics Soars on AI Optics Demand and Texas Capacity Ramp

Nebius Heads Into Q1 Report With Shares Near Highs and a $46 Billion Backlog

CoreWeave Shares Rise After Citi Lifts Target to $155 on AI Demand

Intel Soars on AI CPU Demand as Nvidia Reclaims $5 Trillion

Arista Raises 2026 AI Revenue Target to $3.25 Billion

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