Oracle Corp. is set to report Q4 earnings, with investors watching for AI-driven cloud growth; OCI revenue is estimated up 54% as shares rally sharply.
#YonhapInfomax #Oracle #CloudInfrastructure #AIDemand #EarningsPerShare #SharePriceRally #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=66840

Zscaler Inc. shares jumped 8% after the U.S. cloud security firm reported first-quarter earnings and billings that beat expectations, driven by surging demand for AI security solutions.
#YonhapInfomax #Zscaler #AIDemand #CloudSecurity #Earnings #Billings #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=65689

Japan’s Nikkei 225 opened sharply higher, driven by Nvidia’s strong earnings and robust AI demand, with semiconductor and export stocks gaining amid yen weakness.
#YonhapInfomax #Nikkei225 #Nvidia #TokyoElectron #ExchangeRate #AIDemand #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=65275

Nvidia posts stronger-than-expected quarterly revenue at $44.1 billion, beating market forecasts and underscoring robust demand for its AI chips.
#YonhapInfomax #Nvidia #QuarterlyRevenue #EarningsBeat #AIDemand #MarketForecasts #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=65206

Wall Street analysts warn Nvidia’s earnings may disappoint due to U.S. export restrictions and geopolitical risks, with revenue guidance potentially missing expectations; focus shifts to AI demand and management’s outlook.
#YonhapInfomax #Nvidia #Earnings #ExportRestrictions #AIDemand #RevenueGuidance #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=65063

Palantir CEO Alex Karp sold over $50 million in shares as executive stock sales accelerate, with the company hitting record highs amid surging AI demand and government contracts.
#YonhapInfomax #Palantir #AlexKarp #ExecutiveStockSales #AIDemand #MarketCapitalization #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=64665

TSMC reports strong Q1 results, with revenue up 41.6% year-on-year, driven by AI demand and boosting stock price by nearly 10%
#YonhapInfomax #TSMC #Q1Results #AIDemand #RevenueGrowth #StockPrice #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=58194

TD Cowen reports Microsoft canceled new data center projects in the US & Europe, cutting ~2GW of capacity, signaling potential AI computing oversupply. #Microsoft #DataCenters #AIDemand #TechNews #CloudComputing #AI #TechIndustry #BusinessNews

Marvell Technology's stock plummets 15% in after-hours trading following disappointing Q1 forecast, despite strong Q4 results driven by AI demand
#YonhapInfomax #MarvellTechnology #EarningsOutlook #AfterHoursTrading #AIDemand #DataCenterRevenue #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=53154

Nvidia stock surges in after-hours trading, driven by unexpected strong demand for its new Blackwell AI chips, signaling potential market shift
#YonhapInfomax #Nvidia #AfterHoursTrading #BlackwellChips #AIDemand #StockSurge #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=52325

SK hynix CEO Kwak No-jung sees long-term opportunities in semiconductor demand from AI adoption, despite short-term fluctuations caused by innovations like Deep Seek, and expects NAND flash market improvement by year-end.
#YonhapInfomax #SKHynix #DeepSeek #AIDemand #Semiconductors #NANDFlash #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=51419

Big tech firms bet on nuclear energy: Google, Amazon, Microsoft among others focus on its revival https://www.byteseu.com/604157/ #AIDemand #AIPowerConsumtion #amazon #BigTech #BigTechNews #google #Meta #microsoft #Nuclear #NuclearEnergy #NuclearPower #USNews #USNuclear #USNuclearEnergy