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 ...

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

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 ...

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 ...

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 ...

(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 ...

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 ...

Sanmina Corporation (SANM) earns a Strong Buy rating due to its transformative pivot into AI and cloud infrastructure manufacturing. ZT Systems acquisition doubles SANM's revenue base, expands ...