UBS Boosts Applied Materials to “Buy” on Strong WFE Outlook
UBS upgrades Applied Materials to Buy with a new $285 target, citing a bullish outlook for wafer fab equipment spending and rising DRAM-driven demand through 2027.
/ 618 items
#Technology↓
Alibaba Beats Revenue Expectations on AI Boom and E-Commerce Growth
Alibaba reports 5% revenue growth to $35B, driven by AI development and quick commerce expansion. Cloud revenue up 34% as China tech giant doubles down on artificial intelligence investments.
Meta Eyes Google's AI Chips in Potential Blow to Nvidia's Dominance
Meta Platforms explores Google's TPU chips for 2027 data centers, challenging Nvidia's AI chip market leadership while Alphabet shares surge on alternative AI processor demand.
Keysight Technologies Crushes Q4 Expectations, Announces $1.5B Buyback
Keysight Technologies (KEYS) beats Q4 earnings estimates with strong revenue growth and announces new $1.5 billion share repurchase program.
Zoom Beats Q3 Expectations, Raises Full-Year Outlook
Zoom Communications (ZM) surpasses Q3 earnings estimates with strong profitability and AI-driven growth, raising full-year guidance above analyst expectations.
IonQ & Heven Partner on Quantum-Enabled Drones for Defense
IonQ and Heven AeroTech are making high-tech drones. They use quantum tools to give hydrogen-powered drones better security and navigation.