Cerebras Shares Rise After Chipmaker Lifts 2026 Sales Outlook and Confirms Microsoft Pact
Cerebras Systems shares gained over 11% after the AI chipmaker raised its annual revenue outlook and confirmed a cloud computing deal with Microsoft.
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Nvidia Shares Slip as $108 Billion Revenue Guidance Sets Steep Sequential Hurdle
Nvidia shares dipped in premarket trading as investors weighed the chipmaker's fiscal third-quarter revenue target of $108 billion alongside its ongoing Vera Rubin architectural transition.
Qnity Electronics Lifts Full-Year Outlook After Third-Quarter Revenue Climbs 22%
Qnity Electronics reported third-quarter revenue of $1.56 billion and raised full-year guidance across sales, operating profit, and cash flow as semiconductor fabrication and AI infrastructure demand gathered pace.
Eaton Raises 2026 Outlook on Record Electrical Backlog and AI Power Demand
Eaton raised its 2026 adjusted earnings guidance after posting record third-quarter sales of $8.9 billion, supported by accelerating electrical order intake despite recent selloffs across data-center power equipment stocks.
Dell Builds $95B AI Server Backlog and Raises Full-Year Revenue Outlook to $192B
Dell Technologies posted a record $60.9 billion in second-quarter AI server orders, expanding its backlog to $95 billion and lifting its full-year revenue forecast to $192 billion.
