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AI chips surge as Bank of America forecasts $1.4 trillion market by 2030
Technology
1mo ago

AI chips surge as Bank of America forecasts $1.4 trillion market by 2030

Analyst Vivek Arya projects 100% growth in AI systems for 2026, boosts Nvidia and Broadcom estimates

Cloudflare gains on Mastercard cybersecurity partnership
Technology
1mo ago

Cloudflare gains on Mastercard cybersecurity partnership

Strategic alliance targets small businesses in $2 trillion addressable market

Glimpse Group plunges 30% on earnings miss, sector headwinds
Technology
1mo ago

Glimpse Group plunges 30% on earnings miss, sector headwinds

Revenue slides 59% as CEO warns immersive tech faces unclear path to scale, company pursues BLI spinout

CEVA hits record $31.3M revenue on AI licensing strength
Technology
1mo ago

CEVA hits record $31.3M revenue on AI licensing strength

NPU win with leading PC OEM validates 'Physical AI' strategy as royalty revenue reaches 4-year high

Waystar surges after Q3 earnings beat, raises 2025 guidance
Technology
1mo ago

Waystar surges after Q3 earnings beat, raises 2025 guidance

Healthcare payments software company exceeds analyst expectations as Iodine integration accelerates

Datavault AI shares surge 8.5% on 550% revenue beat
Technology
1mo ago

Datavault AI shares surge 8.5% on 550% revenue beat

Company reaffirms $200M FY2026 guidance as FY2025 revenue soars to $39M

GlobalFoundries surges on multi-billion dollar Renesas partnership
Technology
1mo ago

GlobalFoundries surges on multi-billion dollar Renesas partnership

Strategic deal bolsters U.S. semiconductor manufacturing and automotive chip supply chain resilience

Semiconductor equipment sector rallies on $1T industry forecast
Technology
1mo ago

Semiconductor equipment sector rallies on $1T industry forecast

Applied Materials predicts over 20% growth in 2026 as AI investments surge across chipmaking