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Broadcom Locks Long-Term AI Chip Deals With Google and Anthropic

The agreements give Broadcom clearer revenue visibility toward its CEO's target of more than $100 billion in AI sales in fiscal 2027.

Credo’s Data-Center Sales Soar as Hyperscalers Standardize on Copper AECs

Dollar Tree Falls 5% as Analyst Cuts and Inflation Weigh on Shares

Nvidia Invests $2 Billion in Marvell to Expand Its AI Data‑Center Stack

Bernstein Sets $1,000 Target for SanDisk After TurboQuant Selloff

Reddit Stock Slides Up to 11% After Executive Share Sales

White House Unveils National AI Framework as Enterprises Pivot to Autonomous Agents

Hut 8 Rallies on Street-High $136 Target as Arete Backs AI Data-Center Pivot

FuboTV Completes 1-for-12 Reverse Split With Split-Adjusted Trading

Salesforce Faces Fresh Target Cut as FY27 Plan Banks on AI Reacceleration

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Micron Heads Into Earnings on AI Memory Boom, Sold‑Out HBM and New Taiwan Fab Plans

Nebius Announces $3.75 Billion Convertible Debt Raise After Sealing Up to $27 Billion Meta AI Capacity Deal

Oracle’s Record Quarter Fuels AI Push as Backlog Swells to $553 Billion

Fuel Shock From Iran Conflict Hits United as TD Cowen Cuts Target to $128

AI Buildout Consolidates as Oracle Raises Outlook and Palantir–Nvidia Launch Sovereign Data‑Center Stack

JPMorgan Joins Wave of Upgrades on Newmont as Street Lifts Targets After Record 2025

Oppenheimer Upgrade Lifts Oracle as It Advances $45–$50 Billion 2026 Funding Drive

Lucid Slashes 12% of U.S. Salaried Staff in Profit Push Ahead of Earnings

AppLovin Moves to Build Its Own Social Network After TikTok Bid Fell Through