Twilio raises annual revenue growth forecast on AI-driven demand, shares jump reut.rs/4uqq3Ci
ASML lifts 2026 forecast as surging AI chip demand boosts new orders reut.rs/3OGQVhZ
Applied Materials sees quarterly revenue above estimates on sustained AI spending reut.rs/4uTHvzk
Amazon tops cloud expectations on strong AI demand, shares dip reut.rs/4tS1Pkj
IBM's slower revenue growth fans AI worries, shares fall reut.rs/4mLk9cd
<table> <tr><td> <a href="https://www.reddit.com/r/singularity/comments/1t837hp/cloudflares_ai_usage_increased_by_600_in_the_last/"> <img alt="Cloudflare’s AI usage increased by
Among AI crowd, some investors position for slower hyperscaler spending growth reut.rs/3ToW0NP
US software stocks slump on renewed AI disruption jitters reut.rs/4twa1WO
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