Qualcomm reported record fiscal first-quarter revenue of $12.3 billion, driven by flagship smartphone demand and growth in automotive and IoT. However, the company cautioned that near-term handset results face headwinds from an industry-wide DRAM shortage, as memory suppliers prioritize AI data centers.
Technology solutions provider ePlus reports a surge in Q3 sales and profit, driven by accelerating AI infrastructure projects. The company raises its annual guidance while navigating an industry-wide memory shortage.
As the AI infrastructure boom fuels demand for high-speed networks, Ciena's long-term valuation narrative is being rewritten. Analysts now see a fair value of approximately $237 per share, underpinned by sustained revenue growth forecasts near 18%, even as the stock's recent rally prompts pockets of caution.
The Swedish telecom giant's robust 2025 earnings and increased dividend proposal have investors reassessing its stock. Despite a dip in sales, net income soared, raising questions about whether its current share price fully reflects its growth trajectory in an AI-driven network landscape.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire a majority stake in ST Telemedia Global Data Centres, marking the largest data center transaction in Southeast Asia to date and underscoring the region's strategic role in the AI-driven digital infrastructure boom.
Google's parent company Alphabet reported record-breaking earnings, crossing the $400 billion annual revenue mark for the first time. The tech giant announced plans to nearly double its capital expenditures in 2026 to meet surging demand for AI and cloud services, even as its core advertising business continues to fuel its ambitious investments.
Workday shares have tumbled sharply as investor enthusiasm pivots to pure-play AI agents, raising questions about the HR software giant's strategic positioning and premium valuation. We examine whether the selloff presents a buying opportunity or signals deeper structural challenges.
Using advanced genetic genealogy, authorities have identified the remains of Jeanette Marcotte, a Canadian woman missing since the early 1980s, found in a Florida wooded area. The case raises possible links to the infamous 'Vampire Rapist,' John Crutchley.
Backed by major investors, Zipline plans U.S. metro expansions as proposed federal regulations pave the way for widespread beyond-visual-line-of-sight drone operations, accelerating a shift in last-mile logistics.
Tesla's aggressive push into large-scale, U.S.-based solar module manufacturing is reshaping the competitive landscape, prompting analysts to reassess the outlook for established players like First Solar and sending ripples through the utility-scale project market.
Klarna has joined Google's Universal Commerce Protocol, deepening their partnership to standardize AI-driven shopping and payments. The move aims to streamline cross-platform checkouts but unfolds as investors question the valuation and tangible impact of AI in commerce.
A new AI tool from Anthropic sparked a broad sell-off in tech stocks, dragging down sector leader Nvidia. CEO Jensen Huang pushed back against fears of software obsolescence, calling the market reaction 'illogical'.
After 26 years, Cisco Systems stock has finally surpassed its internet bubble peak, driven by enterprise network upgrades and surging demand for AI-ready infrastructure. Analysts see a multi-year growth runway ahead.
Bitcoin fell below $73,000 on Feb. 4, 2026, reaching its lowest level since April 2025 and triggering a double-digit selloff in major mining stocks. The decline extends a four-month retreat from all-time highs, pressured by large holder sales and waning mining profitability.
At a major Wall Street Journal conference in Palm Beach, financial leaders from Blackstone, Citi, and Lazard grappled with the immediate market fallout and long-term implications of an AI startup's latest move, revealing a stark divide between panic and opportunity.
Despite a significant pullback erasing post-election gains, analysts point to potential regulatory clarity and monetary policy as keys to Bitcoin's next major surge.
In a landmark deal set for 2027, Sony's iconic TV and audio business will be operated under a new joint venture majority-controlled and manufactured by TCL, signaling a major realignment in the global television market.
CNBC's Jim Cramer describes NVIDIA's current trading pattern as a temporary 'breather,' suggesting the chipmaker's stock is poised for a potential rebound despite recent consolidation.
Following its first annual sales decline, Chipotle unveils a new strategic push, creating two key tech leadership roles to overhaul its digital experience and loyalty program.
Beyond the spotlight on Nvidia and ChatGPT, the AI infrastructure rush is creating a historic surge for memory and storage chipmakers, with stock gains eclipsing 1,000% as supply struggles to meet explosive data center demand.
