Nvidia Bullish Forecast Signals AI Boom
Nvidia issued a bullish quarterly revenue forecast. This indicates the AI computing build-out remains on track. The company is now the world's most valuable.
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Apple's Golden Age via Consumer AI
Wedbush's Dan Ives predicts a 'golden age' for Apple monetizing consumer AI. He states the AI revolution will go through Cupertino amid strong Q3 revenue forecasts. Expectations are high for Apple's AI strategy rollout.
NEC Ups BluStellar Revenue to ¥1.3T
NEC raised BluStellar DX support model revenue target from ¥1T to ¥1.3T. This marks a major upward revision. Details on reform plans to achieve it.
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Veolia Eyes €1B AI Revenue by 2030
Veolia Environnement SA aims to more than double AI industries revenue to €1 billion by 2030. The French firm will offer new services to the booming AI sector. This targets data center needs like water and waste management.
Intel EMIB Clients H2, Billions Revenue
Intel CFO David Zinsner announced at Morgan Stanley conference that first EMIB and EMIB-T packaging customers are expected by H2 this year. These deals are projected to generate tens of billions in revenue for Intel.
Intel Stock Breaks Dot-Com Peak on Outlook
Intel's stock hit a historic high, surpassing its internet bubble peak, fueled by a strong sales forecast exceeding Wall Street expectations. The chipmaker expects Q2 revenue between $13.8 billion and $14.8 billion through June, versus analysts' $13 billion average.
Black Sesame Eyes 69% Revenue Jump in 2025
Black Sesame Intelligent forecasts 2025 revenue exceeding 800M RMB, up over 68.7% YoY. Growth driven by high-tier ADAS mass production, L2-L3 commercial vehicles, L4 unmanned logistics shipments, and surging robot business. Net losses narrow to under 1.48B RMB amid AI R&D spends.
Salesforce Outlook Beats AI Fears
Salesforce issued a strong long-term sales outlook targeting $63 billion by fiscal 2030, surpassing Wall Street's $60.3 billion expectation. The company announced a $50 billion share buyback and raised its quarterly dividend to 44 cents per share, easing concerns over AI disruption in software.
Figma Outlook Tops Estimates, Eases AI Fears
Figma Inc. provided an annual revenue outlook exceeding estimates. This eases Wall Street fears of AI rivals threatening its creative software business. Shares jumped in extended trading.