2+ day, 21+ hour ago   (86+ words) TradingView BRN: Edge AI demand accelerates, with strong chip sales, key partnerships, and a robust strategic roadmap Edge AI market momentum is driving strong demand in defense, wearables, and IoT, with 25% of AKD1500 chip inventory sold and key partnerships established. Management…...

3+ day, 8+ hour ago   (79+ words) tradingview.com T: Fiber and wireless growth, AI-driven innovation, and cost optimization fuel strong financial outlook Significant investments and strategic divestitures have transformed the business, leading to strong fiber and wireless growth, improved margins, and robust free cash flow returns to…...

4+ day, 4+ hour ago   (523+ words) Oracle ORCL) and Adobe ADBE) are arguably the two biggest highlights of this week’s earnings lineup, with both software giants set to report their quarterly results after the market closes on Thursday, September 10. More importantly, both companies have become prominent…...

5+ day, 45+ min ago   (77+ words) TradingView AI-driven demand is fueling rapid growth in GPU, cloud, and advanced solutions, while operational efficiency gains from the Xvantage platform are driving profit and margin improvements. Strategic capital allocation and continued investment in automation and AI position the business…...

5+ day, 2+ hour ago   (423+ words) The early stages of the Q3 earnings season get underway this week, with Oracle ORCL and Adobe ADBE both scheduled to report quarterly results on Thursday, September 10. The releases will be closely watched given the AI-heavy narratives surrounding both, with investor…...

5+ day, 2+ hour ago   (266+ words) Advanced Micro Devices Inc. (AMD, Financials) is putting a much bigger number behind its AI ambitions. Shares climbed more than 6% Tuesday after the chipmaker told investors its data-center business could reach roughly $70 billion in revenue in 2027. That would represent about…...

5+ day, 3+ hour ago   (81+ words) TradingView AVGO: Value in AI is driven by frontier models, custom silicon, and strategic partnerships amid infrastructure constraints AI adoption is accelerating, with value concentrating in leading-edge frontier models and custom silicon co-designed for top AI developers. Infrastructure constraints center…...

5+ day, 8+ hour ago   (86+ words) TradingView AMD: AI and data center growth, product ramps, and strong customer demand drive a bullish outlook AI-driven demand is accelerating, with inferencing now leading compute needs and a projected $2T AI market by 2030. Major product ramps, multi-generational customer partnerships, and…...

5+ day, 8+ hour ago   (723+ words) There is no company in technology where the gap between operating momentum and share price is wider than Oracle. The database giant reports fiscal first-quarter results on Thursday after the close. It arrives carrying a remaining performance obligation of roughly…...

5+ day, 9+ hour ago   (86+ words) TradingView AMD: AI and data center growth, product ramps, and supply chain investments drive strong outlook AI-driven demand is accelerating, with inferencing and agentic AI fueling rapid market expansion and a revised $2 trillion TAM by 2030. Major product ramps, robust customer…...