Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar reut.

Applied Materials sees quarterly revenue above estimates on sustained AI spending reut.rs/4uTHvzk

ASML lifts 2026 forecast as surging AI chip demand boosts new orders reut.rs/3OGQVhZ

Intel forecasts second-quarter revenue above estimates, shares jump 19% reut.rs/42pSQuq

Dell lifts forecasts as AI data center buildout fuels demand, shares soar reut.rs/4vgUz1N

Western Digital forecasts quarterly revenue above estimates on AI storage demand reut.rs/4tPeLra

TSMC likely to book fourth straight quarter of record profit on insatiable AI demand reut.rs/4vpg3tZ

Qualcomm surges on report of OpenAI tie-up for AI smartphone processors reut.rs/4ebxgRN

Qualcomm strikes AI chip deal with Amazon, offers right to buy about $4 billion in stock reut.rs/46Lfi3r