Semtech (NASDAQ: SMTC) reports fiscal second-quarter earnings on August 25, 2026, with analysts expecting $0.61 per share on revenue of $328.67 million, but CEO Hong Hou says demand for its AI network…
Applied Optoelectronics Inc. (NASDAQ:AAOI) shares fell 12% to $109.94 on Monday after the company announced a $600 million at-the-market equity offering, with proceeds earmarked for general corporate …
Super Micro Computer Inc. shares rose about 9% in premarket trading after the AI-server manufacturer reported fiscal fourth-quarter revenue of approximately $11.1 billion and non-GAAP gross margin of …
Credo Technology Group reported fiscal 2026 fourth-quarter revenue of $437.0 million, up 157.0% year over year, and full-year revenue of $1.335 billion, up 205.7%, driven by sales of its AI data-cente…
Twilio Inc. posted its steepest single-day stock gain in years, with shares jumping roughly 25% to $241.28, after Q2 2026 earnings showed adjusted earnings of $1.47 per share versus a $1.32 estimate a…
Needham analyst John Todaro sees AMD's $5 billion investment in Anthropic, announced July 22, as a catalyst for Riot Platforms, maintaining a Buy rating and $28.50 price target on the Bitcoin miner tu…
Tempus AI shares fell 7.74% to $48.41 on July 20, 2026, after the company agreed to acquire Personalis for about $1.5 billion, or $16.25 per share, with Personalis shares dropping 13.32% to $13.34. Th…
Needham maintained a Buy rating and $25 price target on Zeta Global on June 24, citing the company's new partnership with Palantir as strategically positive. Zeta will rearchitect its Data Cloud on Pa…
UiPath shares rebounded 15% over five days, lifting market value toward $6bn, after the automation firm reported its first-ever first-quarter GAAP operating profit of $28mn on revenue of $418mn, drive…
Micron Technology is set to report fiscal Q3 earnings after the close, with analysts expecting sales of $35.6 billion and adjusted EPS of $20.49, exceeding management's guidance. The memory chip maker…
Apple Inc. investors are losing patience with the company's AI promises, demanding tangible progress after its Worldwide Developers Conference underwhelmed with delayed features and limited availabili…