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When Record Values Disappoint the Stock Market! Cerebras Systems Crashes by Over 16% After Earnings!
Stock market crash after earnings: Cerebras falls sharply by 16.4% to $219 in after-hours trading...
Cisco Systems: Record Revenue Driven by Network Supercycle – Hyperscaler Orders Grow Threefold
Cisco Systems benefits from a multi-year "network supercycle." Hyperscaler orders for AI infrastructure...
Elon Musk Aims for 10 GW of Computing Capacity by 2027! AI, Starship and Starlink Drive SpaceX Up 10%!
Double driver: SpaceX rises 10% to $146.15 after the launch of the AI model Grok 4.6 and an optimistic...
Alphabet Unveils Latest Pixel 11 Series! The Heart is the New G6 Tensor Chip and the Gemini Nano Model!
Pixel 11 series: Alphabet unveils the eleventh generation of Pixel smartphones with a new Tensor...
CAVA Group: Here's why Pomegranate Salmon Pressures the Margin but Secures Organic Revenue Growth
31.3% revenue increase in Q2 2026 thanks to strong organic customer growth. Slight margin decline...
Sandisk – The US Memory Manufacturer Efficiently Counters the Data Hunger of AI with Kioxia!
At Sandisk and Kioxia, capacity isn't the focus; rather, it’s the 33% faster interface – and especially...
Oracle: Real Quantum Computers in Its Own Data Center Strengthen Cloud Business - Partnership with Quantinuum Brings New Impulses
Oracle integrates a physical quantum computing system into its own data centers through a partnership...
Nebius Group – The Yandex Offshoot Becomes an AI Computing Machine, Whose Capacity is Dwindling Faster Than Supply!
Nebius misses the loss target yet the stock rises anyway – because the real message is scarcity: The...
Optical Connections for AI Infrastructure! Lumentum's Revenue Doubles to Over $1 Billion!
AI boom drives the optics specialist : Lumentum doubles Q4 revenue to $1.01 billion, significantly...
CoreWeave Reports Record Revenue – Order Backlog More Than Triples to $104 Billion!
"AI is fundamental for every industry.” CoreWeave provides a specially designed technology platform...
SMCI Surprises with Strong Forecasts! Over 100 New Customers Boost Order Book to Over $60 Billion!
Fireworks of good figures: SMCI increases annual revenue for 2026 by 78% to $39.1 billion and significantly...
Gemini Reaches a Historic Mark! Over 1 Billion People Use Alphabet's Gemini App Each Month!
Milestone: The Gemini app records over 1 billion monthly users, becoming the fastest-growing product...
Hims & Hers – The US Telemedicine Provider Raises Forecast but Still Falls!
Hims significantly raises its revenue forecast – yet the stock still falls. The culprit is a loss of...
Attack on Chip Dominance: Intel's $20 Billion Offensive as a Beacon in the AI Era
Intel places over 210 million new shares at $95, raising $20 billion. The fresh capital primarily...
Riot Platforms: Here's why the $9 Billion Deal with Anthropic is Turning Heads in the Industry
Riot Platforms expands its business model from a pure Bitcoin miner to a provider of AI infrastructure....
Meta Platforms – Zuckerberg Positions Meta as a Counter-Model to OpenAI with an AI Manifesto!
Zuckerberg presents a 6,500-word manifesto positioning Meta as an open counter-model to OpenAI and Anthropic:...
Record Revenue Meets Red Numbers in Space! Rocket Lab Presents Location-Independent Launch System GHOST!
Record revenue despite losses: Rocket Lab increases revenue by 62% to $234 million but misses expectations...
Everpure: DirectFlash Technology Secures Design Win with Second Hyperscale Customer
Everpure secures a supply agreement for its DirectFlash technology with a second top-5 hyperscaler,...
The $500 Billion Coup with Financiers! Nvidia Aims to Establish GPUs as Assets!
Billion alliance: Nvidia mobilizes over $500 billion together with six financial giants for the expansion...
Competition in the Chip Sector! Microsoft Aims to Significantly Expand Production for the Upcoming Maia 300!
Chip area emancipation: Microsoft plans to unveil the Maia 300 in fall 2026 to reduce high hardware...
Robinhood – the US Trading Platform Operator Brings Cryptocurrency Trading to the UK App!
Robinhood brings cryptocurrency trading to the UK app – over 50 coins via Bitstamp, commission-free....
Archer Aviation: From Air Taxis to AI Platform - Boeing Deal Causes Stock to Rise by 20%!
Transformation from a pure eVTOL manufacturer to an autonomous platform provider. Boeing subsidiaries...
AAON: Data Centers Drive Growth in Climate Technology - What Lies Behind the Revenue Doubling?
The specialization in energy-efficient HVAC systems and data center cooling ensures consistent demand....