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The rationale is straightforward. Microchip sells microcontrollers, microprocessors, FPGAs, analog, connectivity and security chips into industrial, automotive, aerospace and other embedded markets. As customers try to run AI models directly on cameras, robots and machines rather than in the cloud, they increasingly want AI …
That order book underpins a stronger full-year outlook. Cadence raised its 2026 forecast and now expects revenue of $6.26 billion to $6.34 billion, about 19% growth at the midpoint. Chief Financial Officer John Wall said "with a record backlog and continuedBusinessmomentum" the company was …
That warning matters more than it once would have. Comcast completed the spin-off of most of its cable television networks into Versant Media Group in January. On Jun 29 it announced a plan to separate NBCUniversal and Sky into a new public company. Once …
Days later, at its Fal.Con 2026 conference in Las Vegas, CrowdStrike unveiled a set of products and partnerships aimed at what it calls the agentic era. They include a new version of its agentic security operations center (SOC), an identity provider built for AI …
The only identifiable catalyst was an analyst note. Piper Sandler analyst James Fish cut his price target on Cisco to $125 from $132 and kept a Neutral rating. The note cited lower valuation multiples across the networking space "given fears around peaking growth," and …
Six weeks later, the shares have yet to regain that ground. The stock closed at $230.27 on Sep 15. Several days earlier, Chief Product Officer Yanbing Li sold 12,700 shares at a weighted average price of $221.26, a price below the immediate post-earnings level.
The latest leg higher followed a sector-wide rally on Sept. 14, when Fortinet jumped about 9%, attributed to warnings from two frontier AI lab chief executives about the risks of rogue AI agents, which prompted investors to buy security software makers. Peers including CrowdStrike …
The comments come after a difficult stretch for the stock. Alphabet had just wrapped up its longest monthly losing streak in more than a decade on Sept. 2, a period in which Google lost some momentum in the AI model race, saw high-profile talent …
The report hit a nerve because it offers a possible answer to one of Intel's most expensive problems: a large Ohio site that was slowed in 2025 and needs outsideVolumeto justify the investment. It also landed amid an acute shortage of memory chips, which …
The stock had risen 6.21% during the regular session to close at $270.58, before falling 5.13% to $256.70 in extended trading. The tension was between a strong coreBusinessand an outlook that now carries the integration expenses, financing costs and modest early revenue of MaintainX, …
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