2025-12-18
CNBC
21 related
Micron reports Q1 revenue up 57% YoY to $13.64B, above $12.84B est., net income up 180% YoY to $5.24B, and Q2 revenue forecast above est.; MU jumps 5%+
CEO says it can only meet half to two-thirds of demand Akriti Shah / NewsMax.com : Micron Surges 13% on Upbeat Profit Forecast James Van Straten / CoinDesk : Micron crushes earnings, calming markets a...
2025-11-05
Bloomberg
12 related
Super Micro reports Q1 revenue down 15% YoY to $5B, below $6.09B est., net income down 60% YoY to $168M, and forecasts Q2 profit well below est.; SMCI drops 5%+
Dina Bass / Bloomberg :
2025-11-03
Bloomberg
6 related
Cisco launches Unified Edge, an all-in-one system designed to help retail stores, health care facilities, and factories use AI with a single equipment rack
Dina Bass / Bloomberg :
2025-10-30
Bloomberg
5 related
Core Scientific shareholders vote to reject a $9B takeover bid by CoreWeave that proxy advisers said undervalued the data center company
Dina Bass / Bloomberg :
2025-10-21
Bloomberg
9 related
Insight Partners-owned Veeam agrees to acquire Securiti AI, which makes data security tools, for ~$1.73B in cash and stock, set to close first week of December
Dina Bass / Bloomberg :
2025-10-08
Bloomberg
4 related
Cisco unveils the Silicon One P200 chip and 8223 routing systems, saying they allow faster data transfers across long optic cables, growing its Broadcom rivalry
Dina Bass / Bloomberg :
2025-08-28
Bloomberg
8 related
HP reports Q3 revenue up 3.1% YoY to $13.9B, vs. $13.7B est., Personal Systems revenue up 6% to $9.9B, and forecasts Q4 profit above estimates
Dina Bass / Bloomberg :
2025-08-06
Bloomberg
10 related
Super Micro reports Q4 revenue up 7.5% YoY to $5.76B, vs. $6.01B est., and lowers its fiscal 2026-year sales forecast from $40B to $33B+; SMCI drops 18%+
Dina Bass / Bloomberg :
2025-07-04
CNBC
7 related
CoreWeave receives liquid-cooled Nvidia Blackwell Ultra servers from Dell, becoming the first cloud provider to install systems with Nvidia's latest AI chips
Grace Blackwell Ultra Superchip systems deployed at CoreWeave Wall Street Pit : CoreWeave First to Deploy Nvidia's Newest AI Chips in Cloud Tae Kim / Barron's Online : CoreWeave Is First to Deploy Nvi...
2025-06-26
Bloomberg
5 related
Micron reports Q3 revenue up 37% YoY to $9.3B, vs. $8.85B est., forecasts Q4 revenue above estimates, and says it's on track for record revenue this fiscal year
Dina Bass / Bloomberg :
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