Intel set for record high as AI-driven CPU demand powers upbeat forecast reut.rs

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

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

Nvidia's outlook will be a test of its strategy to maintain AI dominance reut.rs/4wzEgP7

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

AMD falls as investors seek bigger AI payoff reut.rs/3RNaQNU

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

Chinese chipmaker SMIC increases prices on strong AI demand reut.rs/4wUbPLj