Salesforce to Borrow $25 Billion – Its Largest Debt Deal Ever – to Fund Massive Buyback
Salesforce eyes up to $25B in bonds—its largest ever—to fund share buybacks, amid AI worries and credit downgrades from Moody's and S&P.
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BofA Turns Bearish on Qualcomm: Underperform Rating & $145 Target Amid Apple Exit Risks
Bank of America downgrades Qualcomm to Underperform with a $145 price target, highlighting the looming loss of Apple business and slow future growth in this mature chip market.
HPE Beats Q1 2026 Expectations and Raises Full-Year Outlook as AI Networking Revenue Soars 151%
HPE reported strong Q1 2026 results with $9.3B revenue (+18% YoY) and Networking revenue soaring 151%. Beat EPS estimates and raised full-year guidance on robust AI demand.
AOI Secures First $200M+ Volume Order for 1.6T AI Transceivers from Major Hyperscaler
Applied Optoelectronics lands its first big volume order for 1.6T data center transceivers from a top hyperscale client—boosting AI networks, expanding U.S. production, and targeting over 500K units monthly by year-end.
Morgan Stanley Impressed: XPeng's VLA 2.0 Delivers Human-Like Driving in Guangzhou Test Ride
Morgan Stanley calls XPeng’s VLA 2.0 autonomous driving update “impressive” after a smooth 28km test in Guangzhou. Overweight rating & $34 target on XPEV shares.
Adeia Signs Multi-Year IP License Agreement with AMD, Resolves All Outstanding Litigation
Adeia signs a multi-year IP license with AMD, giving access to cutting-edge semiconductor patents while ending all lawsuits.