Morgan Stanley raises Micron Technology's price target as AI-driven memory demand surges and 16 landmark supply deals lock in ...

By Heekyong Yang SEOUL, June 25 (Reuters) - South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker ...

The AI tailwinds have really powered energy stocks over the past year, thanks to a looming surge in demand driven by new AI data centers coming online. Undoubtedly, it's not just the energy companies ...

In 2025, the U.S. economy remained resilient despite macroeconomic headwinds, driven by consumer spending and strong AI-related capital expenditures. In Q3 2025, U.S. productivity jumped 4.9%, the ...

Broadcom AVGO is capitalizing on the AI wave, driven by soaring demand for its networking and custom AI chips. In the second quarter of fiscal 2025, the company reported 46% year-over-year growth in ...

Broadcom’s AI bookings remain the key proof point, with investors watching whether custom chip demand can convert quickly enough to support its fiscal 2027 AI revenue target.

Palo Alto Networks delivered a robust Q3, with revenue up 31% YoY, strong NGS ARR, RPO, and free cash flow growth. PANW’s platformization strategy is driving customer stickiness and premium valuation, ...