Bank of America analyst Vivek Arya said Nvidia's stock is trading at a 40%-50% discount to AI compute peers and a 31%-36% discount to the S&P 500 on an enterprise value-to-free cash flow basis, creati…
Applied Materials Inc. reported third-quarter fiscal 2026 earnings of $3.50 per share on revenue of $9.12 billion, beating Wall Street estimates of $3.40 per share and $9 billion, but its stock fell m…
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…
Advanced Micro Devices Inc. (AMD) reported record second-quarter non-GAAP earnings per share of $1.66, beating consensus estimates of $1.61, and total revenue surged 50% year over year to a record $11…
Lattice Semiconductor Corp. shares rose 5.8% to close at $128.50 on Monday, hitting a 52-week high, even as the broader chip sector fell more than 20% from its summer peak. The company reported first-…
IBM is betting on a mainframe computing rebound in 2026 after a second-quarter sales warning sent its stock plunging, CFO Jim Kavanaugh told Yahoo Finance the company expects a record year for mainfra…
BlackBerry reported Q1 revenue of $152.9 million, up 26% year-over-year, and EPS of 4 cents, beating estimates. The company's QNX operating system is now in 275 million cars and expanding into robotic…
ITG Inc., an Oaktree-backed infrastructure builder, raised $312.2 million in its Nasdaq IPO but priced shares at $16, below the $19-$22 range, as investors discounted the company despite the AI infras…
BlackBerry reported Q1 revenue of $152.9 million, up 26% year-over-year, and EPS of 4 cents, beating estimates. The company's QNX operating system is now in 275 million cars and expanding into robotic…
BlackBerry shares surged after the company reported Q1 revenue of $152.9 million, up 26% year-over-year, and its fourth net profit in five quarters. The former smartphone maker has transformed into a …
BlackBerry shares surged after the company reported Q1 revenue of $152.9 million, up 26% year-over-year, and a net profit for the fourth time in five quarters. The former smartphone maker now focuses …
Microsoft Corp. shares are heading for their worst month since December 2000, down 17% in June and erasing over $570 billion in market value, as investors worry about AI spending and disruption. The s…
BlackBerry reported Q1 revenue of $152.9 million, up 26% year-over-year, and an EPS beat of 44%, marking its fourth net profit in five quarters. The company's QNX operating system now runs in 275 mill…
BlackBerry stock surged 23% on June 25 after the company reported strong Q1 earnings and raised its full-year guidance, driven by growth in its QNX real-time operating system used in automotive, robot…
Microsoft and Chevron signed a 20-year power purchase agreement for Project Kilby, a 2.67 GW natural gas plant and co-located data center in West Texas, with first power delivery targeted for 2028, ac…
Micron Technology has received 57 buy ratings from analysts, with price targets approaching $1,500, driven by the AI memory boom that has quadrupled the stock in 2026. The company's fiscal Q3 2026 ear…
Piper Sandler and Stifel raised their price targets on Figma (FIG) following the company's reported revenue growth and increased adoption of its AI-powered products. The analysts cited strong financia…
Marvell Technology shares surged 142.3% year-to-date through May 26, 2026, ahead of the company's Q1 fiscal year 2027 earnings report on May 27. Wall Street analysts have raised price targets, citing …