AI demand
The latest news about AI demand: headlines, AI summaries and the full story from every source.
- Bitcoin Mining Stocks Rebound as CoreWeave Results Ease AI Demand Concerns
- Zeta Global Shares Rise Following Q3 Earnings Beat and Upgraded Full-Year Guidance
- Quantum Corporation Reports Q2 2027 Revenue Growth Driven by AI-Related Hyperscale Demand
- TSMC Reports 59.7% Year-on-Year Revenue Growth in October Driven by AI Demand
- Micron Technology Expands Share Repurchase Authorization to $35 Billion Amid Rising Memory Chip Costs
- Amazon AWS Growth Driven by AI Demand Amidst Free Cash Flow Pressures
- Potential Data Center Moratoriums May Mitigate Memory Chip Cost Pressures for Apple
- Micron Technology Shares Surge Amid Semiconductor Rebound and AI Demand Optimism
- Nasdaq Enters Correction Territory Amid Data Center Regulatory Concerns in Texas
- Lumen Technologies Reaffirms EBITDA Outlook and Projects $1B-$1.5B Copper Proceeds
- Morgan Stanley Lowers Caterpillar Price Target Amid Concerns Over Order Peaks
- Qnity Electronics Reports Strong Q3 Earnings Beat and Raised Full-Year Guidance
- Camtek Reports Record Q3 2026 Results Driven by AI-Led Advanced Packaging Demand
- Arista Networks Reports Strong Q3 2026 Results Driven by AI and Enterprise Demand
- Intel's Long-Term Performance Analysis Following Disappointing Third-Quarter Earnings
- GlobalFoundries Shares Rise Following Third Quarter Revenue Beat
- Gartner Raises Full-Year Revenue Guidance Amid Strong AI Demand and Share Buybacks
- Zebra Technologies Reports Record Third-Quarter Sales and Raises Full-Year Revenue Guidance
- Corning Reports Strong Third Quarter Growth Driven by AI Optical Demand
- Sterling Infrastructure Surpasses Q3 Estimates and Raises Full-Year Guidance Amid AI Data Center Demand
- Arm Holdings Set to Report Q3 Fiscal 2027 Results Amid Rising AI Demand
- Elon Musk's Comments on Humanoid Robot Memory Demand Boost Micron Technology Shares
- Palantir Reports 96% Year-Over-Year Revenue Growth Driven by U.S. Commercial Expansion
- Investors Await AMD Q3 Earnings and AI-Driven Guidance
- Micron Shares Decline Following Sandisk Earnings Report Amid AI Sector Volatility
- Sandisk Shares Drop Despite Surpassing Q1 2027 Earnings Expectations
- Monolithic Power Systems Reports Record Q3 2026 Revenue Driven by AI and Enterprise Data Demand
- Intel Reports High Demand for Wildcat Lake Chips Amid Ongoing Global Memory Shortages
- Micron Technology (MU) Maintains Buy Rating Amid AI-Driven Demand and Strong FY26 Results
- Samsung Forecasts Persistent RAM Shortage Through 2028 Driven by AI Demand
- Teradyne Reports Record Q3 2026 Revenue Driven by AI Demand and Memory Growth
- Vertiv Holdings Shares Surge Following Q3 Earnings Beat and Raised Full-Year Guidance
- SK Hynix Forecasts Persistent Memory Shortages Through 2030 Driven by AI Demand
- Nvidia CEO Jensen Huang Dismisses Potential 2029 Memory Glut Concerns
- Nvidia CEO Jensen Huang Reports Surging Neocloud Demand Amid Capital Scarcity
- Super Micro Computer Raises Revenue Guidance Amid Surging AI Demand
- Super Micro Raises Revenue Outlook Amid Strong AI Demand
- Vicor Reports Strong Q3 Earnings and Expansion Plans Amid AI Demand Surge
- Bernstein Upgrades Datadog to Outperform Amid Strong AI-Driven Demand
- TSMC Announces Up To $64 Billion in Capital Spending for 2026
- ASML Forecasts Q4 2026 Revenue of €14.2B-€15.2B and Considers Capacity Growth Beyond 30% by 2028
- ASML Forecasts Supply Shortfall Amid Rising AI Demand Until 2028
- China's Exports Expected to Grow by Double Digits in September
- ASML to Report Q3 Earnings Amid High Expectations
- Analyst Upgrades Marvell Technology and Viatris, Downgrades Coca-Cola Consolidated and Meta
- ChipMOS Reports Record High Quarterly Revenue in Q3 2026
- TSMC Reports Record Q3 Revenue of $46.71B, Up 50% Year-Over-Year
- TSMC Reports Record Q3 Revenue, Surpassing Market Expectations
- Samsung Reports Record Third-Quarter Operating Profit of $80 Billion Driven by AI Demand
- D.A. Davidson Raises Micron's Price Target, Citing Strong AI Demand and Investor Interest