Articles Tagged “Tech Stocks”
37 articles found
Samsung Q3 2026 Profit: How AI Memory Drove a ₩107T Record
Samsung guided Q3 2026 operating profit to a record ₩107.4 trillion (about $80B), up 782.5% year on year on surging AI memory demand and chip prices.
TSMC Q3 2026 Revenue: Record Quarter Beats Guidance
TSMC posted record Q3 2026 revenue of about NT$1.49 trillion, beating guidance, as September sales rose 54.6% on AI chip demand ahead of its Oct 15 call.
Accenture Q4 Earnings: Why the Stock Had Its Best Day Ever
Accenture beat Q4 forecasts with $18.7B in revenue and a record 141 bookings over $100M, sending shares up more than 20% in their best day on record.
Micron Q4 2026 Results: $54.2B Revenue and a $61.5B Outlook
Micron reported $54.23B fiscal Q4 revenue and $133.19B for FY2026, then guided Q1 to $61.5B. Here is what the AI memory numbers say, by customer segment.
Jabil Fiscal 2026 Results: $36B Revenue and AI Growth
Jabil closed fiscal 2026 with $36.0B revenue, up 21%, and guided fiscal 2027 to about $44.5B as AI data center demand drives its manufacturing business.
Akamai Anthropic Deal: What the $11.6B Commitment Buys
Akamai’s 7-year Anthropic agreement targets CPU workloads, with $11.6 billion committed and expansion potential. Here’s how the spending terms differ.
IonQ's Real-Time Quantum Error Decoder: Why It Matters
IonQ says its real-time quantum error decoder runs on one standard CPU and added as little as 0.02% delay in simulations of up to 408 logical qubits.
AMD Tops $1 Trillion: What's Behind the Chip Stock's Run
AMD topped a $1 trillion market cap on September 21 as shares hit a record $613.92, making it the fourth US chipmaker to join the club on AI demand.
SK hynix Explores First US Memory Production at Intel
Reuters reports SK hynix is weighing memory manufacturing at Intel's Ohio site. The company confirms it is exploring options but nothing is signed.
Oracle Q1 FY27 Earnings: Cloud Infrastructure Jumps 121%
Oracle's Q1 FY27 revenue rose 30% to $19.3 billion as cloud infrastructure jumped 121%, while its contracted backlog climbed to $664 billion, up $209B.
IonQ Superion 256 Targets 300x Lower Cost per Qubit
IonQ launched Superion 256, a rack-sized 256-qubit platform built at its own chip fab, with orders open now and first deliveries due in 2027.
ASML Lines Up TSMC and Samsung for High-NA EUV Tools
ASML won High-NA EUV commitments from TSMC, Samsung and Intel, plus agreement on a 12-inch photomask that its CTO says lifts productivity 40%.
Ingenic Semiconductor IPO Raises $410M in Hong Kong
Ingenic Semiconductor listed in Hong Kong on August 25, selling 31.29 million H shares at HK$102.80 to raise up to $410 million under code 3223.
Nvidia Q2 FY27 Earnings: $91B Guidance Meets Aug 26
Nvidia reports Q2 fiscal 2027 results on August 26 against its own $91 billion guidance, roughly double the $46.7 billion it posted a year earlier.
SK Hynix Buyback Hits 40 Trillion Won in Korean First
SK hynix approved a 40 trillion won buyback and cancellation of 24.07 million shares, the largest treasury share cancellation by a Korean listed company.
Analog Devices Q3 Revenue Jumps 40% to a Record $4.02B
Analog Devices posted record Q3 revenue of $4.02 billion, up 40% year over year, with adjusted EPS of $3.45 and a Q4 outlook calling for $4.3 billion.
Baidu GPU Cloud Revenue Jumps 283% in Q2 2026
Baidu's Q2 GPU Cloud revenue rose 283% year over year and AI Cloud Infra grew 50% to RMB 7.3B, as the AI business becomes the company's core engine.
Nvidia Invests $1.5B in SB Energy's Ohio AI Campus
Nvidia is putting $1.5B into SB Energy and backing up to $105B in credit to make the 4.25GW PORTS-Pike campus in Ohio an Nvidia-only compute site.
S&P 500 Record Close Led by Memory Chip Stock Rally
The S&P 500 closed at a record 7,798.99 on August 13 as flat July producer prices and a memory-chip rally lifted sentiment into a third weekly gain.
Applied Materials Q3: Record $9.12B and Raised Outlook
Applied Materials posted record Q3 revenue of $9.12 billion, up 25% year over year, and guided Q4 to $10.25 billion on AI infrastructure demand.
Cisco Q4 Revenue Hits Record $17.3B as AI Orders Surge
Cisco posted record Q4 revenue of $17.3 billion, up 18%, and booked $9.3 billion in hyperscaler AI infrastructure orders in fiscal 2026, up 4.5x.
Datadog Q2 Revenue Grows 36% to $1.12B on AI Agents
Datadog Q2 revenue rose 36% to $1.12 billion with 4,720 customers above $100K ARR, as autonomous Bits AI and AI Guard reached general availability.
ChipMOS Q2 Revenue Climbs 28.7% to a Record $231.8M
ChipMOS posted its best quarter since 2014 on August 11, with revenue up 28.7% to $231.8 million, gross margin at 18%, and DRAM revenue up over 70%.
TSMC July Revenue Jumps 44.7% to a Record $14.5 Billion
TSMC posted NT$467.58 billion in July revenue, up 44.7% year over year, running ahead of its own raised full-year growth target of just over 40%.
MACOM Revenue Jumps 36% on Data Center Optical Demand
MACOM posted $342.2M in fiscal Q3 revenue, up 35.8% year over year, and guided fiscal Q4 to as much as $425M on strong data center optical demand.
Onto Innovation Q2 Revenue Climbs 35% to $343 Million
Onto Innovation posted record Q2 revenue of $343M, up 35% year over year, with backlog above $1.1 billion on AI memory and advanced packaging demand.
Unity Q2 Revenue Climbs 24% to $546M as Grow Surges
Unity reported Q2 2026 revenue of $546.5 million, up 24%, with adjusted EPS of 28 cents against an expected 9-cent loss. Shares jumped double digits.
Palantir Q2 Revenue Grows 93% and Guidance Rises
Palantir posted $1.94 billion in Q2 revenue, up 93%, with US commercial revenue up 149% and full-year guidance lifted to roughly $8.15 billion.
Amazon Q2 Revenue Tops $200B as AWS Accelerates 37%
Amazon's Q2 2026 net sales hit $200.6 billion, up 20%, while AWS grew 37% to $42.2 billion — its fastest expansion in 18 quarters — on AI demand.
Microsoft Azure Tops $100B as Q4 Revenue Hits $90B
Microsoft's Q4 FY2026 revenue rose 18% to $90.01 billion, Azure grew 43%, and full-year Azure revenue crossed $100 billion for the first time.
Apple Hits $5 Trillion Market Cap for the First Time
Apple briefly topped a $5 trillion market cap on July 28 as shares rose 1.8% to $342.89, becoming only the second company ever to reach that mark.
Hut 8 Beacon Point Campus Fully Leased in $9.8B AI Deal
Hut 8's second 352 MW lease commercializes the full 1 GW Beacon Point campus, taking campus base-term contract value to $19.6 billion over 15 years.
Csquare IPO Raises $1.05B for Data Center Buildout
Csquare priced its NYSE IPO at $21 a share for about $1.05 billion, debuting under CSQR as a carrier-neutral colocation pure play with 64 facilities.
Bending Spoons IPO Debuts on Nasdaq With a Strong First-Day Pop
The Bending Spoons IPO priced at $29 and surged about 40% on its Nasdaq debut, spotlighting a diversified multi-brand software holding company.
Meta Signs a $27 Billion AI Infrastructure Deal With Nebius — The Largest External Cloud Commitment in AI History
Nebius Group surges 14% as Meta commits up to $27B over five years for dedicated GPU capacity, including one of the first large-scale NVIDIA Vera Rubin deployments starting early 2027.
Salesforce Posts Record Q4 as Agentforce AI Hits $800M ARR and a Massive $50 Billion Buyback Drops
Salesforce crushes Q4 with $11.2B revenue and $3.81 EPS, announces a $50B buyback while Agentforce AI surges 169% to $800M in annual recurring revenue.
Snowflake Crushes Q4 Estimates as AI Data Cloud Demand Hits an Inflection Point
Snowflake’s Q4 product revenue surged 30% to $1.23B with EPS of $0.34, smashing estimates as over 9,100 accounts now use its AI offerings.