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Revenue Growth

Micron’s Blockbuster Quarter Reinforces AI Memory Shortage as Markets Whipsaw

A surge in memory demand has lifted chip makers’ profits and prompted big equity moves while rising component costs and IPO uncertainty are stirring fresh investor caution.

146 ARTICLES

last mo.

Hyperscalers Pivot as Google, SpaceX and Microsoft Race to Secure AI Compute

100 ARTICLES

2mo ago

Nvidia Tie Propels Marvell as Broadcom Guidance Triggers Chip‑Sector Reprice

72 ARTICLES

2mo ago

Nvidia Posts Record $81.6 Billion Quarter, Guides to $91 Billion and OKs $80 Billion Buyback

89 ARTICLES

3mo ago

Microsoft Rebuts AI Sales-Target Report as Market Reassesses Generative-AI Demand

53 ARTICLES

11mo ago

WSJ: OpenAI to Buy $300 Billion of Oracle Compute in Five-Year Deal

Revenue Growth

Micron’s Blockbuster Quarter Reinforces AI Memory Shortage as Markets Whipsaw

Hyperscalers Pivot as Google, SpaceX and Microsoft Race to Secure AI Compute

Nvidia Tie Propels Marvell as Broadcom Guidance Triggers Chip‑Sector Reprice

Nvidia Posts Record $81.6 Billion Quarter, Guides to $91 Billion and OKs $80 Billion Buyback

Alphabet Lifts 2026 AI Capex to $180–$190 Billion as Google Cloud Sales Surge

Wall Street Lifts AI Capex Outlook to $1 Trillion After Big Tech Earnings

Tech Giants Report AI-Driven Beats as Capex Soars and Markets Climb

Alphabet Leads Big Tech Earnings as AI Demand Supercharges Cloud

Amazon Shares Jump After Jassy Puts Hard Numbers on AI Revenue and Chips

Tech Selloff Deepens After Alphabet Details $175–$185 Billion AI Capex for 2026

Alphabet Set to Report Q4 Results as Investors Eye AI Payoff

Alphabet Tops $4 Trillion as Apple Taps Gemini to Power Next‑Gen Siri

Microsoft Rebuts AI Sales-Target Report as Market Reassesses Generative-AI Demand

WSJ: OpenAI to Buy $300 Billion of Oracle Compute in Five-Year Deal