ALAB benefits from strong Scorpio demand as hyperscaler adoption grows, but rising competition and premium valuation raise questions about its growth...

DELL rides on surging AI server demand and cloud expansion, posts record ISG growth and a massive backlog and signals strong momentum despite rising...

DELL rides on surging AI server demand and cloud expansion, posts record ISG growth and a massive backlog and signals strong momentum despite rising...

ALAB plunges 36% YTD amid margin pressure and competition, yet booming PCIe demand and AI-driven growth prospects could shape its next move.

CRDO posts record Q3 FY26 results with surging margins and revenue as AI demand, AEC growth and hyperscaler expansion fuel strong profitability gains.

CRDO posts record Q3 FY26 results with surging margins and revenue as AI demand, AEC growth and hyperscaler expansion fuel strong profitability gains.

Broadcom's gross margin keeps slipping as AI-fueled semiconductor growth reshapes its mix, even as strong revenue and surging AI demand drive an...

AXON rides surging demand for TASER 10, body cams and counter-drone tech, driving strong growth in its Connected Devices segment.

AXON rides surging demand for TASER 10, body cams and counter-drone tech, driving strong growth in its Connected Devices segment.

Super Micro Computer posts 122% Q2 revenue surge as data center demand soars, with AI-driven growth, capacity expansion and new solutions shaping its...