AMD Predicts 35% Annual Revenue Growth Driven by Soaring AI Chip Demand
AMD forecasts 35% annual revenue growth over 3-5 years, with AI data center sales jumping 80% annually as chip demand accelerates despite market concerns.
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Nebius Secures $3B Meta Deal, Projects Explosive Growth Through 2026
Nebius announces $3 billion AI infrastructure deal with Meta, its second major hyperscaler partnership. Revenue surges 355% as Dutch AI cloud provider targets $7-9B run-rate by 2026.
JPMorgan Gives ViaSat a Major Stock Boost Anticipating Business Split
JPMorgan raised its rating and price target for ViaSat significantly, anticipating a potential major business separation involving its Defense and Advanced Technologies segment.
Sony Boosts Profit Outlook on Entertainment Strength and Sensor Demand
Sony raises annual profit forecast to $9.3B, beating estimates with strong entertainment content, smartphone sensors, and PS5 sales. Shares jump 6% on positive outlook.
JPMorgan Downgrades CoreWeave to Neutral Amid Supply Chain Delays
JPMorgan cuts CoreWeave rating to Neutral and lowers price target to $110, citing supply chain issues that delay revenue despite strong bookings.
Xpeng Stock Soars on Iron Robot & 2026 Robotaxi Plans
Xpeng shares surged after unveiling its next-gen 'Iron' humanoid robot and plans for three AI robotaxi models in 2026.