Cerebras is looking to sell 30 million shares at a price between $150 and $160.
4 minute read
Gone are the days when operating cash flow could cover the bills. 2026 is shaping up to be a milestone year.
2 minute read
The rise of AI agents is swinging attention back to the main brain of data-center computing, the CPU.
Long Read
Intel stock was up 16% in midday trading on the news; it has risen 246% this year.
2 minute read
Revenue for the quarter reached $2.08 billion, up 112% on the year. But operating income fell a bit short of estimate.
4 minute read
The software company reports better-than-expected earnings and revenue for the first quarter.
2 minute read
Arm said it would soon see $2 billion in revenue from a new home-made chip, twice its previous estimate.
3 minute read
AMD’s latest quarter was boosted by revenue growth of 57% in the company’s AI-driven data-center segment.
4 minute read
Palantir execs say the company has a unique ability to stop the slop plaguing AI models. It’s worth hearing them out.
3 minute read
Palantir beat expectations on all its key metrics: sales, adjusted operating margin, and adjusted free cash flow margin.
4 minute read
Roblox is taking a short-term hit on business with a bigger goal in mind: Becoming one of the primary social media destinations in the world.
4 minute read
SanDisk reports better-than-expected earnings after a massive run fueled by AI data-center demand, tight supply, and rising storage prices.
3 minute read
Shares plummet after the online gaming platform issues weak booking guidance.
4 minute read
Investors increasingly want clear signs that AI is paying off. In the latest quarter, only one Big Tech firm truly made the case.
Long Read
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