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STMicroelectronics reports Q1 2026 revenue of $3.095B, beating estimates on AI demand. Shares jump to 52-week high.
Marvell (MRVL) expands its data center strategy with the acquisition of Polariton Technologies, aiming to enhance AI-driven data efficiency.
ARM stock hits record highs Wednesday following Rene Haas's appointment as CEO of SoftBank Group International.
IONQ shares are surging. Northland Capital initiates an Outperform rating while high short interest creates a squeeze environment for the quantum leader.
Extremely Positive Sentiment
SpaceX is weighing a potential $60 billion acquisition or $10 billion partnership with Cursor to strengthen its AI coding capabilities.
Backed by NVIDIA, Microsoft, and Uber, UK-based Wayve eyes global robotaxi expansion. Can its software-first AI approach scale successfully?
Adobe (ADBE) shares surge as Nvidia CEO Jensen Huang labels the firm a "marketing manufacturing system". With AI revenue up 200% and a new $25 billion buyback plan, see why JPMorgan analysts are targeting $420.
Amazon and Anthropic just locked in a $100B AI partnership. JPMorgan says Marvell and Astera Labs are the "nervous system" stocks set to win.