Goldman Sachs projects that AI infrastructure spending will drive roughly 50% of S&P 500 earnings per share growth over the next two years, with Nvidia and Micron together accounting for about one-thi…
Fluence Energy received a "Strong Buy" rating from a Seeking Alpha analyst who argued the company is transitioning into an AI infrastructure provider with proprietary sub-100ms power-conditioning tech…
Texas Instruments reported a Q1 demand revival driven by AI data-center spending and traditional end markets, with overall revenue up 19% year-over-year and data-center revenue rising approximately 90…
Dell Technologies reported a record $43 billion AI server backlog and $64.1 billion in AI orders for fiscal 2026, with $25.2 billion in AI shipments, and guided to roughly $50 billion in AI revenue fo…
Investment firm HSBC estimates Microsoft's partnership with Anthropic could generate up to $43 billion in additional annual Azure revenue by 2030. The projection, reported by Seeking Alpha, is based o…
Corning (GLW) received a Buy rating with 10-15% upside from a Seeking Alpha analyst, driven by AI-related optical demand tied to a reported long-term partnership with Nvidia, a tariff-protected U.S. s…
Corsair Gaming announced the launch of CORSAIR PRO, a new portfolio of AI workstations and servers built on NVIDIA Grace Blackwell technology, on May 22, 2026. The company's stock rose approximately 1…
A Seeking Alpha analyst projects Microsoft's capital expenditures could reach $190 billion by 2026, creating an "infrastructure trap" that justifies a 'Sell' rating and a 20% downside target to $300-$…
INNIO Group filed for a $2 billion initial public offering on the Nasdaq under the ticker "INIO," citing surging electricity demand from AI data centers as a key growth driver. The company, which supp…
Palantir Technologies reported commercial revenue growth of 133% year-over-year and bookings of $1.2 billion, with remaining deal value increasing 98% YoY. The company posted a 60% adjusted operating …
Bank of America has identified Nvidia, AMD, Broadcom, Micron Technology, and Marvell Technology as top semiconductor picks, citing sustained AI-related spending and a projected $1.7 trillion total add…
Bank of America analyst Wamsi Mohan raised his price target on Apple to $380 from $330 and reiterated a Buy rating, citing Apple's potential advantage in an agentic AI era. Mohan argued that the smart…
Ciena Corporation raised its revenue guidance to $5.9-$6.3 billion for the fiscal year ending March 2026, following record first-quarter results driven by demand for its optical networking portfolio. …