Intel is set to report second-quarter 2026 earnings after market close, with Wall Street consensus estimating EPS of $0.22 and revenue of $14.42 billion, representing sequential growth from Q1 2026 re…
Datacenter capital expenditure is spilling over into a 'ChatGPT of Robotics' moment expected by 2027, according to AI Supremacy analyst Mike. The convergence of AI, robotics, and national defense spen…
Intel's Q2 2026 earnings report, due July 23, will test whether the semiconductor giant can sustain its AI-driven rally after shares surged about 225% in 2026. The company raised Q2 revenue expectatio…
Intel's upcoming quarterly earnings report has become a critical test for the AI-driven stock rally, as the chipmaker's results could either validate broad semiconductor demand or expose concentration…
Wall Street banks are reporting record equities revenues driven by surging investor demand for Asia-focused artificial intelligence bets, particularly in semiconductor stocks. The Financial Times repo…
Taiwan Semiconductor Manufacturing Co. (TSMC) announced a $100 billion investment plan to expand its advanced chip production capacity, betting on surging demand from artificial intelligence applicati…
Seoul shares opened sharply lower Thursday, with the KOSPI falling 323.91 points, or 4.45 percent, to 6,960.50, as investors took profits in technology stocks amid renewed Middle East tensions and con…
IBM's preliminary Q2 2026 results, released July 14, showed revenue of $17.2 billion (up just 1% year-over-year) and adjusted earnings per share of $2.93, missing the consensus estimate of $3.01, trig…
Wall Street banks are anticipating an AI 'super cycle' that will boost deals and financing, according to a report. The banks see artificial intelligence driving a wave of mergers, acquisitions, and ca…
Meta Platforms Inc. is investing $50 billion in a new data center, raising questions about whether the AI boom is overbuilt, yet Wall Street responded positively to the announcement. The massive expen…
SK Hynix and Samsung face pressure to establish U.S. factories amid a surge in AI chip investment, a move that could reshape the semiconductor landscape and reduce U.S. dependency on foreign supply ch…
Cerebras Systems CEO Andrew Feldman revealed a $25 billion backlog of orders, anchored by a $20 billion deal with OpenAI, as the AI chipmaker struggles to meet demand due to supply chain constraints. …
Wall Street banks are missing out on multibillion-dollar AI deals in Hong Kong, as competitors capture the market. The missed opportunities highlight a shift in financial dealmaking toward artificial …
Wall Street analysts warn that slowing AI spending could hit Nvidia hardest, as the chipmaker's high valuation depends on sustained investment in artificial intelligence infrastructure.…
Meta faces two core problems: an advertising-dependent business model and massive AI infrastructure costs without a direct monetization path. The company's failed acquisition of enterprise AI firm Man…
Microsoft plans to cut thousands of roles, including sales, consulting, and Xbox positions, in a round smaller than last year's layoffs, affecting less than 2.5% of its 220,000-person workforce. The c…
CNBC's Jim Cramer said the AI trade has shifted, with Wall Street now rewarding suppliers of the artificial intelligence boom rather than the technology giants funding it.…
Wall Street investors are diversifying beyond Nvidia, pouring money into other chipmakers like AMD and Intel as the AI boom expands. The shift reflects a desire to hedge bets and capitalize on the gro…
A new platform offers retail investors access to institutional-grade financial data, including real-time breakouts, AI stock predictions, and institutional buying activity, at a fraction of the cost o…
South Korean stocks plunged late Friday morning as investors sold tech shares to lock in profits from the previous session's rally, with the KOSPI dropping 5.61 percent to 8,429.14, triggering a sell-…