Qualcomm Beats Forecasts with Strong Smartphone Demand and AI Expansion
Qualcomm reports stronger-than-expected Q4 results and forecasts higher Q1 sales, driven by smartphone upgrades, AI chips, and growth in automotive and data center segments.
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XPeng to Launch China’s First Self-Developed Robotaxi Fleet in 2026
XPeng plans to roll out three self-developed robotaxi models next year using its own chips, software, and hardware, marking a first for a Chinese automaker.
SMCI Shares Drop After Missing Q1 Estimates and Weak Forecast
Supermicro shares fell 9% after missing Q1 revenue and profit estimates and issuing a weak outlook. The AI server maker faces margin pressure, delayed contracts, and competition in the growing AI market.
AMD’s $9.6B Forecast Leaves Investors Wanting More Despite Record Q3 Gains
AMD posts record $9.2B revenue in Q3 2025 with strong AI and PC sales, but its $9.6B Q4 forecast leaves some investors cautious amid high expectations for AI-driven growth.
Amazon AWS Secures Massive $38 Billion Deal to Supply OpenAI Compute Power
AWS signed a $38 billion deal to power OpenAI. Amazon will provide massive computing resources (like Nvidia GPUs) over seven years for AI development.
IREN Lands Massive $9.7 Billion AI Deal with Microsoft
IREN secures a historic $9.7 billion GPU cloud services contract with Microsoft to power AI infrastructure with NVIDIA's latest technology at their Texas facility.