PwC's global CEO survey found that more than half of CEOs say they aren't seeing increased revenue or cost benefits from ...

Dell Technologies announced Tuesday it expects profits to grow much faster over the next four years, banking on continued strong sales of servers used for artificial intelligence work. The computer ...

Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand. While most ...

BE Semiconductor Industries N.V. surges on AI data center demand and advanced packaging, lifting revenue targets and ...

Lumentum LITE is riding on strong AI demand, which is driving the need for its laser chips and optical transceivers inside data centers, as well as in the interconnect and long-haul networks that ...

Lenovo Group reported record quarterly revenue as the world's largest PC maker continued to grow its consumer-electronics and infrastructure businesses, supported by AI adoption and replacement cycle ...

(Reuters) -Semiconductor stocks advanced on Thursday after top contract chipmaker TSMC issued a rosy forecast, fanning optimism about demand for artificial intelligence infrastructure in a week of ...

Dell Technologies Inc. roughly doubled its growth estimates for sales and profit for the next two years, and said demand for artificial intelligence products will extend those higher projections at ...

This company operates market-leading businesses in three industries. Massive investments in AI infrastructure have weighed heavily on its free cash flow. It's showing strong operating results that ...

Koefoed raised the full-year 2025 guidance, projecting total revenue between $594 million to $596 million, non-GAAP operating margin between 2% to 3%, and non-GAAP net income per share between $0.15 ...