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News 2026-10-02 09:31 UTC
The companies said Palantir will validate and integrate its AI software on Armada's Galleon data centers, while Armada will manage deployments and connect sites through its Sovereign AI Grid.
News 2026-09-28 23:00 UTC
Samsung said its $1 billion commitment will provide additional long-duration capital to Helix Digital Infrastructure, which KKR formed to invest in AI-enabling infrastructure. The company said the new capital supports data centers, power, connectivity and related infrastructure for hyperscalers.
News 2026-09-28 12:54 UTC
On Thursday, Ideal Power (NASDAQ: IPWR ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary Ideal Power Inc reported p
News 2026-09-24 13:52 UTC
TD Synnex (NYSE: SNX ) reported third-quarter financial results on Thursday. The transcript from the company's third-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary TD Synnex r
News 2026-09-21 22:32 UTC
IonQ and SDT have formed a multi-year strategic partnership to bring advanced quantum computing and quantum networking to the Asia-Pacific region. The collaboration will see IonQ supply SDT with a Superion 256 quantum computer and a silicon-vacancy quantum memory module for deployment in South Korea.
News 2026-09-18 07:55 UTC
On Thursday, Check Point Software (NASDAQ: CHKP ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. The full earnings call is available at Summar
News 2026-09-17 13:33 UTC
Shares of Super Micro Computer Inc. (NASDAQ: SMCI ) are trading higher Thursday morning as a broader equity market rebound propels high-beta AI hardware leaders following Wednesday afternoon’s hawkish Federal Reserve interest rate decision. Super Micro Computer shares are advancing steadily. Why are SMCI shares climbin
News 2026-09-15 16:37 UTC
Orion Energy Systems, Inc. (NASDAQ: OESX ) stock jumped on Tuesday after the company announced additional business from a major U.S. retailer and raised its fiscal 2027 sales outlook. Major Retailer Commitment Lifts Outlook Orion said a longtime U.S. retail customer made a follow-on commitment for an LED lighting proje
News 2026-09-11 15:24 UTC
At Goldman Sachs’ Communacopia + Technology Conference, CEO Jensen Huang said NVIDIA could grow revenue 70% year over year and reiterated his view that AI infrastructure spending could reach $3 trillion to $4 trillion by 2030. He also said power and data-center availability remain key constraints on expansion.
News 2026-09-04 13:04 UTC
Flex agreed to acquire EPC Power for $4.4 billion, subject to customary adjustments. The deal adds power conversion and grid-forming technology for data center and utility applications and is expected to close in the fourth quarter of 2026.
News 2026-09-02 22:42 UTC
NetApp reported Q1 revenue of $2.03 billion, up 30% year over year, and raised fiscal 2027 guidance to $7.975 billion-$8.225 billion for revenue and $9.73-$10.03 for EPS.
News 2026-09-02 22:26 UTC
Netskope reported Q2 fiscal 2027 revenue of $221 million, up 29% year over year and ahead of guidance, with ARR at $899 million, up 27% year over year.
News 2026-09-01 15:06 UTC
Bank of America reiterated Buy on Microsoft and raised its target to $600 from $500 after 4Q26 results showed Azure growth accelerating to 43% and guided to 45% in 1Q27.
News 2026-08-26 21:51 UTC
Jensen Huang said he has “100% confidence” OpenAI will keep using Nvidia’s technology despite its Jalapeño custom chip. He argued Nvidia spans the AI lifecycle and supports portable, globally deployable infrastructure.
News 2026-08-24 19:09 UTC
Nvidia Corp. (NASDAQ: NVDA) reports second-quarter earnings Wednesday after the bell, with Wall Street expecting revenue of $92.03 billion and EPS of $2.07, while investors debate whether hyperscaler spending supports upside to guidance.
News 2026-08-11 13:47 UTC
Broadcom Inc. (NASDAQ: AVGO ) stock edged lower Tuesday, bucking a modestly higher broader market. The Nasdaq gained 0.03%, while the S&P 500 rose 0.08%. Broadcom’s decline appears to reflect profit-taking after a strong 12-month run. The stock remains well above key long-term moving averages despite Tuesday’s pullback
News 2026-08-10 16:27 UTC
Nvidia expands AI data center support
News 2026-07-23 14:56 UTC
Nvidia Corp. (NASDAQ: NVDA ) CEO Jensen Huang said the U.S. should embrace, not ban, China’s AI models, arguing that high-quality open-source technology should be used rather than feared. In an interview with Axios on Tuesday, Huang called the Chinese models “excellent” and dismissed concerns that OpenAI and Anthropic
News 2026-07-01 13:53 UTC
CoreWeave Inc (NASDAQ: CRWV ) shares are trading sharply lower Wednesday morning after a Bloomberg report said Meta Platforms is developing a cloud business to sell excess artificial-intelligence computing capacity to outside customers. Here’s what investors need to know. CoreWeave stock is among today’s weakest perfor