Q4 2025 Management View Gregory Brown, Chairman & CEO, reported "Q4 was an exceptional quarter across the board with record revenue in both segments, record operating earnings and record operating ...

ServiceNow looks well-positioned to be an AI winner despite its recent stock performance.

Tower Semiconductor Ltd. reported mixed Q4 results, with strong AI-driven RF infrastructure growth. Learn more about TSEM ...

Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand. While most ...

IBM has become a strong play on AI and quantum computing.

BofA, in a note dated January 26, 2026, set out the semiconductor market as “stretched semicaps, compelling compute, and half ...

Lumentum LITE is riding on strong AI demand, which is driving the need for its laser chips and optical transceivers inside data centers, as well as in the interconnect and long-haul networks that ...

KLA Corporation (NASDAQ:KLAC) is up nearly 97% since the start of 2025. Analyst sentiment has followed that move. Jefferies upgraded the shares to Buy and lifted its price target to $1,500.

Koefoed raised the full-year 2025 guidance, projecting total revenue between $594 million to $596 million, non-GAAP operating margin between 2% to 3%, and non-GAAP net income per share between $0.15 ...

(Reuters) -Advanced Micro Devices forecast fourth-quarter revenue above market estimates on Tuesday, betting on the multibillion-dollar expansions of data center infrastructure to boost demand for its ...