Lumentum Holdings Inc. reported fiscal fourth-quarter revenue up 109% year-over-year and 24.5% sequentially, marking its third consecutive quarter of 20%+ sequential growth, with adjusted gross margin…
Big Tech's AI revenue surged in Q2 2026, with Azure accelerating to 43% growth, Google Cloud to 82% YoY, and AWS also accelerating, but capital expenditures continue to outpace cash generation, leavin…
Google Cloud revenue surged 63% year over year to $20.03 billion in Q1 2026, outpacing Microsoft Azure's 39% growth and Amazon Web Services' 28% growth, according to a chart by I/O Fund analyst Beth K…
Intel Foundry could capture AI chip packaging demand as TSMC's CoWoS capacity constraints persist, according to I/O Fund lead tech analyst Beth Kindig. TSMC held 73% of pure foundry market share in Q1…
The I/O Fund released its top 20 stocks for Q3 2026, expanding from 15 to 20 positions to capture an inflection in AI software while maintaining a focus on AI infrastructure. The fund holds five posit…
Alphabet, Microsoft and Amazon face earnings tests over the next two weeks as investors seek evidence that record AI spending is generating stronger revenue growth, with analysts at StoneX noting the …
Micron Technology's stock surged over 900% since August 2025, adding more than $1 trillion to its market capitalization amid a severe AI-driven memory shortage. The memory market is projected to excee…