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The two-day jump capped a five-session run that began the day after the San Jose-based connectivity chipmaker unveiled three new memory products on Sep 15. From the Sep 15 close of $252.54, the shares have gained roughly 44%. Market-mover commentary credited the Leo expansion, …
"Applied Materials delivered another record-breaking quarter, including the highest sequential revenue growth in the company's history," Chief Executive Gary Dickerson said in the release. Revenue grew about 15% from the prior quarter. Non-GAAPEarnings Per Sharerose 41% to a record $3.50, andGAAPEPS climbed 43% to …
The move did not come out of nowhere. AMD reached the valuation on the back of a sharp rise in data center revenue, which more than doubled in the second quarter, and on multi-year accelerator commitments from OpenAI and Oracle (NYSE:ORCL) that begin to …
The August 5 report was strong by most standards. Revenue grew 53% and adjusted EBITDA margins stayed above 80%. But revenue of $1.92 billion fell short of the roughly $1.95 billion analysts expected, and the midpoint of third-quarter guidance was also slightly below consensus. …
The main spark was not an Arm announcement. The chip rally was tied to the rapid uptake of Meta Platforms (NASDAQ:META)'s new Muse AI agent, which had been the most downloaded free iPhone app in the U.S. for three days. Investors bet that agentic …
For ASML shareholders, the push matters for three reasons. It removes a practical obstacle to wider use of High-NA EUV, ASML's most advanced and most expensive system. It shows that the world's largest contract chipmaker is aligning with Intel and Samsung on a common …
A 221% increase means theBusinessis now about 3.2 times the size it was a year ago, when AI semiconductor revenue was roughly $5.2 billion. "Demand for our custom AI accelerators and networking continues to be very strong," CEO Hock Tan said in the release. …
The appeal of the structure is cheap money. Because the notes carry no coupon, Axon pays no cash interest; instead, investors receive the right to convert into Axon shares at a price well above where the stock was trading. The trade-off for existing shareholders …
Early signals on the broader iPhone cycle look steady. On Sept. 21, Morgan Stanley (NYSE:MS) analyst Erik Woodring said early demand for the iPhone 18 Pro and Pro Max "seems fine," with delivery lead times of roughly two to four weeks depending on region. …
Two events set the tone. On Sept. 3, Adobe said Anil Chakravarthy will become president and CEO on Dec. 1, 2026, with Shantanu Narayen moving to executive chair. The shares fell about 6.7% the next session, to $266.51. A week later, on Sept. 10, …
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