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Every AI chip has to be physically manufactured. And as chips get smaller and more complex, the machines required to build them get more specialized and more expensive. Applied Materials (NASDAQ:AMAT) makes those machines. As semiconductors shrink to sizes measured in nanometers, only a handful of companies have the tools to do it. AMAT is one of them, and increasingly, it's the one chipmakers can't work around. With the industry pouring record capital into new factories, AMAT's order books are

The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.

AMAT has considerable momentum and a relatively low valuation.

Brookfield Corporation (NYSE:BN) shares rose about 2% in premarket trading on Thursday after the company reported first-quarter earnings that came in ahead of analyst forecasts. Brookfield posted distributable earnings per share of $0.

Nova Ltd. (NVMI) delivered earnings and revenue surprises of +6.15% and +2.90%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Klarna (KLAR) delivered earnings and revenue surprises of +94.40% and +7.56%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Viking names new CEO, tops revenue estimates as cruise demand remains strong. VIK stock rises in a buy zone.

Cerebras’ IPO comes at a dramatic time, with chip stocks surging and many at or near all-time highs.

Investing.com -- Klarna Group plc (NYSE:KLAR) shares jumped 13.2% premarket after the digital payments provider reported first-quarter results that exceeded analyst expectations, driven by strong growth in gross merchandise volume and improved profitability.

Dave Nadig, the longtime ETF analyst, went on Barry Ritholtz’s Masters in Business: At The Money podcast and described the upcoming SpaceX IPO as “one of those get-the-popcorn moments in markets.” The reason centers on index plumbing that most passive investors never think about. NASDAQ is reportedly waiving its standard six-month seasoning period so SpaceX ... SpaceX IPO Will Force Index Funds to Buy $7 Billion in One Day. What Happens to Nasdaq Next.

The gain came despite declines in the company’s revenue and net income on lower subscriber numbers and ad sales.

Cisco Systems stock jumps after issuing a better than expected outlook.

Investing.com -- Legence Corp. (NASDAQ:LGN) reported first-quarter results that exceeded analyst expectations and raised its full-year outlook, sending shares up 9% premarket as investors responded positively.

Cisco stock jumped on strong earnings and job cuts, while chip maker Cerebras Systems made its market debut with a $5.55 billion IPO

US markets were set for another higher open on Thursday despite mounting inflation concerns and rising Treasury yields, as investors continued piling into artificial intelligence-linked technology stocks. Dow Jones futures indicated an initial gain of 377 points, or 0.8%, while S&P 500...

Versant Media topped Wall Street estimates for first-quarter revenue on Thursday, as content licensing ‌deals and strong sales at businesses like Fandango ‌helped cushion the impact of pay-TV cord cutting. The Comcast spinoff, whose portfolio ​is centered on cable networks, has been expanding the reach of major brands including CNBC and MS NOW to stay competitive as viewers increasingly move to streaming. For the January-March ‌period, total revenue came ⁠in at $1.69 billion compared with estimates of $1.62 billion, according to data compiled by LSEG.

The company beat Wall Street expectations in its second earnings report since it was spun off from Comcast.

Qnity Electronics (Q) is back in focus after first quarter results topped expectations and the company raised its full year 2026 earnings guidance, tightening projected net sales to US$5.225b to US$5.375b. See our latest analysis for Qnity Electronics. After an early pop on the earnings beat and guidance hike, Qnity’s share price has cooled slightly, with a 1 day share price return showing a 3.77% decline, but the 90 day share price return of 49.27% and year to date share price return of...

May 14 (Reuters) - Futures tracking the S&P 500 and the Nasdaq rose to record highs on Thursday as Nvidia's shares jumped, while investors watched developments around the high-stakes U.S.-China summit

Network insights from the logistics giant will help enable data-driven supplier management and boost visibility, per a news release.

Investing.com -- Nokia shares jumped more than 7% on Thursday after Cisco reported quarterly results and issued guidance that topped Wall Street expectations, lifting sentiment across the broader networking sector.

Shares in Cisco Systems (CSCO) surged premarket after the company laid out plans to cut thousands of jobs to free up cash for artificial intelligence. In announcing it plans to shed about 5% of its workforce just this quarter, Cisco joins a number of companies making drastic cuts to adapt to the AI era—most recently GitLab (GTLB), which made headlines earlier this week when it outlined plans to shrink its footprint and headcount, scrap layers of management and use AI to automate certain functions. Cisco shares are up about 18% ahead of the opening bell.

(Updates with the latest stock price movement in the headline and the first paragraph.) Cisco Sys

Nvidia is scheduled to report earnings for its first quarter of fiscal 2027 on May 20.

Net profit for January-March for Nvidia's ​biggest server maker and Apple's top iPhone assembler was T$49.92 billion ($1.58 billion), versus a LSEG consensus estimate of T$48.88 billion. In an earnings release, it stuck to its previous forecast of "strong" growth for revenue this year ‌and said it also ⁠saw strong demand for AI servers. Foxconn, formally called Hon Hai Precision ⁠Industry, in April reported a 30% on-year jump in first-quarter revenue.

May 14 (Reuters) - The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the

Spiking energy prices have pushed inflation to a three-year high of 3.8%. Investors expect price pressures related to the Iran war to ease—one reason the stock market keeps chugging along. Retirees who collect Social Security should get a bigger raise next year.

AEye Inc (LIDR) reports a 60% revenue increase, expands customer base, but faces challenges with net loss and cash burn.

Cerebras reportedly rejected a preliminary acquisition approach weeks before its expected IPO pricing.

The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in the space look more attractive.