AMD and GIGABYTE have significantly expanded their partnership to co-develop a new generation of AI-accelerated gaming laptops, motherboards, and monitors. This strategic move aims to bring powerful, on-device AI capabilities directly to consumers, potentially reshaping competitive dynamics in the PC gaming hardware market.
Microsoft posts record cloud and AI-driven revenue for Q2, fueled by new partnerships and its custom AI chip. However, a significant surge in capital expenditures for AI infrastructure and a slight deceleration in Azure growth triggered the stock's worst single-day drop since 2020, testing investor resolve on the long-term payoff.
Bank of America Securities has reaffirmed its Buy rating on Hesai Group (HSAI), raising its price target to $32, citing the lidar maker's technological milestones, strategic partnership with NVIDIA, and favorable regulatory developments for autonomous driving.
Fueled by a landmark $20 billion funding round for AI firm Anthropic, infrastructure provider IREN is seeing its strategic shift from cryptocurrency mining to AI data centers validated by investors. With a key Microsoft partnership and surging capital flows into AI, the company's stock performance reflects a broader market reassessment of its role in high-performance computing.
Despite a lowered price target following an analyst transition, TD Cowen maintains a bullish stance on Alphatec Holdings, citing undervalued growth drivers including a new regenerative bone graft partnership and a robust long-term revenue outlook.
The IT infrastructure giant is deepening its SAP partnership with a new Center of Excellence and an AI-powered 'Clean Field' methodology, aiming to automate complex migrations and modernizations for enterprise clients. The strategic push highlights Kyndryl's attempt to pivot from low-margin maintenance work to higher-value AI-enabled transformation services.
Archer Aviation has inked a strategic partnership with Serbia to supply its electric air taxis, positioning the company as the official urban air mobility partner for the 2027 Belgrade Expo. The agreement marks a significant expansion into Europe and includes options for fleet sales and local industrial collaboration.
Apple's Q1 earnings smashed expectations, fueled by surging iPhone sales and robust performance in China. While CEO Tim Cook's operational prowess is undeniable, the company's muted AI strategy and reliance on a Google partnership left investors wanting more.
Dolby Laboratories (NYSE: DLB) kicked off fiscal 2026 with robust first-quarter results, exceeding its own revenue and earnings forecasts. The audio-visual technology leader credits strong deal timing and highlighted significant momentum in automotive, television, and mobile partnerships, including expanded ties with Qualcomm and major social media platforms.
British pharmaceutical giant AstraZeneca has entered a strategic partnership with China's CSPC Pharmaceutical, committing over $1 billion upfront to co-develop next-generation obesity therapies, signaling intensified competition in the lucrative global weight-loss drug market.
Southeast Asian super app Grab Holdings has appointed Laura Franco to its board, succeeding the retiring Ng Shin Ein. The move signals a governance refresh aimed at steering the company's aggressive expansion into on-demand grocery, financial technology, and next-generation mobility partnerships.
Qualcomm is aggressively diversifying its business beyond smartphones, forging new partnerships in drone security and legal tech to establish its Snapdragon platform as a cornerstone for on-device AI and edge computing.
Apple shattered earnings expectations in its fiscal first quarter, fueled by a remarkable resurgence in iPhone sales across Greater China. While navigating supply constraints, the tech giant is betting big on a new AI partnership with Google to power its next chapter.
With a fortified war chest and production scaling up, Rivian is poised for its most critical test yet: winning over the mass market with its upcoming R2. While the financial runway is clear, the road to profitability hinges on consumer appetite for the new, more affordable model.
As Qualcomm prepares to report Q1 2026 earnings, a wave of analyst downgrades and lowered price targets reflects growing concerns over smartphone market softness and competitive pressures, overshadowing progress in automotive and robotics.
Despite near-term headwinds in the electric vehicle sector, Rivian and BYD are positioning themselves for the next growth cycle through strategic pivots and vertical integration.
ExxonMobil has commenced commercial operations at a significant carbon capture and storage (CCS) facility in Louisiana, developed in partnership with CF Industries. The move signals a strategic expansion of the oil giant's low-carbon portfolio and has sparked debate among investors weighing its long-term value against current momentum.
As BlackRock expands access to private assets for wealthy clients through a new partnership, a significant markdown in one of its private credit portfolios and a new executive incentive plan are drawing investor attention to the risks and opacity inherent in the booming alternatives space.
In the shadow of tech giants, two quantum computing specialists, IonQ and D-Wave Quantum, are vying for investor attention with distinct approaches to AI. While both remain speculative bets, a closer look at their technology, finances, and market position reveals one as a potentially less volatile choice for those venturing into this frontier.
Rising global defense budgets are accelerating the adoption of artificial intelligence in military systems, with companies racing to develop advanced sensing and threat-detection capabilities through strategic partnerships and acquisitions.
