Arista forecasts upbeat quarterly revenue on AI-driven networking demand reut.rs

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

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

Strong ASML, TSMC forecasts signal AI spending boom is intact reut.rs/4myC71r

Twilio raises annual revenue growth forecast on AI-driven demand, shares jump reut.rs/4uqq3Ci

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

Storage stocks jump as Seagate's upbeat forecast fuels confidence in AI spending reut.rs/4t4KVxJ

Seagate forecasts upbeat quarter as AI boom powers strong data-storage demand reut.rs/4tM6y7i

Cisco jumps on strong revenue forecast, AI push with job cuts reut.rs/4d9Afcv