Credo Technology Group is deepening its integration into hyperscale AI infrastructure through the launch of its high-bandwidth Blue Heron retimer and a strategic patent licensing agreement with 3M, positioning itself as a key enabler for next-generation AI clusters.
The AI and data management firm, Cordel Group Plc (LON:CRDL), is forecast to reach breakeven in 2027 after significant losses. With aggressive growth targets and a conservative balance sheet, analysts are watching closely to see if the company can navigate its critical investment phase.
Meta Platforms' aggressive push into AI infrastructure, announced alongside robust earnings guidance, has investors weighing its massive capital expenditure plans against a valuation that suggests the market may already be pricing in future growth.
Wall Street is recalibrating its view on Intel, with a significant boost in the consensus price target reflecting renewed confidence in the chipmaker's strategic turnaround and long-term growth prospects.
Prologis, the global logistics real estate leader, has unveiled a massive $25 billion strategic pivot into AI data center development alongside its 2025 financial results. While revenue grew to $8.79 billion, softer net income and a cautious 2026 outlook highlight the risks and rewards of this high-stakes expansion beyond its core warehousing business.
The world's largest sovereign wealth fund has modeled a scenario where the AI-driven capital spending boom fails to deliver productivity gains, projecting a potential 53% plunge in global equities and a 35% hit to its own portfolio value.
After a stellar 2025, mobile advertising tech leader AppLovin faced a perfect storm of challenges last month, including renewed short-seller allegations, sector-wide valuation pressures, and market jitters over Google's new AI game-creation tool.
Asian equities staged a strong recovery on Tuesday, with South Korea's Kospi and Japan's Nikkei leading gains as investors returned to tech stocks. The rebound follows recent volatility, with markets now focused on corporate earnings and geopolitical risks.
While voice-AI firms like SoundHound capture headlines, data analytics giant Palantir Technologies leverages deep government ties and enterprise contracts to build a potentially more resilient growth narrative in the volatile AI sector.
Silicon Valley's SiTime Corp. is finalizing a landmark deal to acquire the timing device division of Japan's Renesas Electronics, a move set to reshape the semiconductor landscape for wireless and AI infrastructure.
The cost to insure against swings in South Korean equities has surged to unprecedented levels relative to US markets, signaling deep investor anxiety after a historic rally fueled by AI optimism shows signs of fatigue.
Palantir Technologies' stock surged after hours as the data analytics firm reported record quarterly results, fueled by its AI platform. CEO Alex Karp hailed an 'iconic' performance while warning that the company's dominance creates societal and political tensions.
Elon Musk announces the merger of SpaceX and xAI, outlining an ambitious plan to construct solar-powered data centers in space, which he claims will become the most cost-effective source of AI computing power within years.
OpenText's appointment of former IBM Americas President Ayman Antoun as its new CEO, effective April 2026, has been met with a sharp sell-off. While the move brings deep cloud and AI expertise, investors appear wary of the leadership transition and strategic pivot amid ongoing portfolio restructuring and debt concerns.
As Alphabet prepares to report its fourth-quarter results, investors are watching to see if the online advertising behemoth can maintain its streak of exceeding Wall Street's expectations amidst a shifting digital landscape.
Across India's villages and small towns, a new generation of workers is logging on after sunset to label the data that trains the world's most advanced AI systems. This quiet workforce, many of them women and first-generation graduates, is finding economic opportunity while reshaping global tech's supply chain.
Despite near-term pressures in China and IP markets, Synopsys's robust recurring revenue, strategic Ansys acquisition, and pivotal role in AI-driven chip design are building a compelling case for investor confidence, backed by strong margin expansion and cash flow projections.
Shares of IT staffing and services provider ASGN Incorporated are trading at what some analysts call deeply discounted multiples, sparking a debate on whether the market is overlooking its resilient cash flow and diversified operations.
Lumentum Holdings Inc. has transformed from a consumer electronics supplier into a key player in AI infrastructure, driving a V-shaped recovery. While surging demand for high-speed optical modules paints a bullish picture, its premium valuation demands scrutiny.
Vertiv Holdings Co launches 'Next Predict,' an AI-driven managed service aimed at enhancing data center reliability and operational resilience, directly targeting the demands of modern AI workloads and liquid cooling adoption.
