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The company also guided to third-quarter revenue of $108.0 billion, plus or minus 2%, and on itsEarnings CallChief Financial Officer Colette Kress said Nvidia expects fiscal 2028 revenue growth of about 70%, well above the roughly 44% analysts had been expecting. Shares rose nearly …
NXP has not announced the change in a press release, and its newsroom lists no pricing announcement, so the details should be treated as reported rather than confirmed. If accurate, the increase would follow earlier adjustments on Apr 1 and Jun 1; the notice …
Two forces sit behind the surge. The first is demand. Chairman and CEO Nikesh Arora said in the release that recent AI advances are "elevating cybersecurity to the top of the CIO priority list." The second is dealmaking. Over little more than a year, …
What is harder to pin down is why. The long-termManufacturingagreement with GlobalFoundries (NASDAQ:GFS) was announced on Sep. 9, a full week before the streak began, and the stock actually slipped on Sep. 9 and Sep. 10. Neither the company nor regulators published any new …
Marvell also guided third-quarter revenue to $3.15 billion, plus or minus 5%, which would be another sharp sequential increase. "AI-related bookings remain exceptionally robust, and we expect our revenue growth to accelerate further through the remainder of fiscal 2027," Chairman and Chief Executive Officer …
Wells Fargo analyst Ken Gawrelski kept a Buy rating and argued that Meta's recent AI launches are finally giving the company a stronger narrative behind its AI spending. He pointed to the Muse Spark models and the Muse assistant as signs that Meta's AI …
The reaction came in stages. Intuit traded down about 11.8% in premarket dealing on Aug 26 and hit an intraday low of $322.57 before closing down 3.2% at $345.88. The selling resumed through September. Shares fell 1.6% on Sep 17, when Intuit held its …
The path to that figure rests onDemandtied to artificial intelligence: leading-edge logic, high-bandwidth memory and advanced packaging, all of which require more inspection and metrology steps as chip designs grow more complex. The split itself did not change the company's value, but it cut …
Growth came from both of the company's reporting segments. Components revenue, which includes the lasers and chips used in high-speed optical links, rose 102.7% to $649.4 million. Systems revenue, which includes optical transceivers and related equipment, jumped 122.6% to $356.9 million. Chief Executive Michael …
According to Lam's release, the OregonFacilityis part of that plannedInvestmentand will increase cleanroom lab space at the Tualatin campus by more than 50%. The lab will support advanced deposition and etch process development, materials science and hardware validation, and it will let customers work …
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