technology News
Twilio surges after TD Cowen upgrade on AI agent potential
Analyst raises price target to $160, citing cloud communications leader's positioning in B2C voice automation
Rocket Lab shares tumble on Neutron rocket delay to late 2026
Stage 1 tank failure during testing pushes back maiden launch of key growth vehicle despite strong quarterly results
Dell surges 12% on record earnings, AI server demand drives FY27 guidance
Company forecasts $50B in AI-optimized server revenue for fiscal 2027, doubling from $25B shipped in FY26, as backlog hits record $43B
Google shares gain on multi-billion Meta AI chip deal challenging Nvidia
Social media giant to lease Tensor Processing Units in move to diversify AI infrastructure spending
Zscaler shares fall after earnings as cloud security growth slows
Despite strong ARR guidance, investors react to revenue outlook cut in cloud security market
MARA surges on Starwood data center deal in pivot to AI infrastructure
Bitcoin miner announces 1 GW development capacity pathway, diversifying beyond cryptocurrency mining operations
CoreWeave revenue surges 110% as AI cloud bets on growth over profit
Record $66.8B backlog showcases demand despite widening losses and rising legal challenges
IonQ surges 20% after Q4 revenue growth of 429%
Quantum computing company issues aggressive 2026 guidance as analysts maintain positive outlook