Twilio raises annual revenue growth forecast on AI-driven demand, shares jump re
Western Digital forecasts quarterly revenue above estimates on AI storage demand reut.rs/4tPeLra
Salesforce raises annual revenue forecasts, expands AI partnership with Anthropic reut.rs/3SuBcEK
Strong ASML, TSMC forecasts signal AI spending boom is intact reut.rs/4myC71r
Applied Materials sees quarterly revenue above estimates on sustained AI spending reut.rs/4uTHvzk
Cloudflare's slowing growth disappoints investors betting on AI boost reut.rs/4wnNn5q
Salesforce revenue forecast disappoints amid AI disruption fears reut.rs/3PP4JHQ
Arista forecasts upbeat quarterly revenue on AI-driven networking demand reut.rs/4wFBaZz
TSMC likely to book fourth straight quarter of record profit on insatiable AI demand reut.rs/4vpg3tZ
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