Intel Foundry posted a $2.3B operating loss in Q4, with breakeven targeted by the end of CY27. Clearwater Forest delayed to H1 2026, hindering data center competitiveness against AMD and Nvidia.

It's a simple truth: Where there’s a Dyson product, there’s a dupe, and that holds especially true for Dyson beauty products. The Supersonic first made waves because, in typical Dyson fashion ...

We are positive on the outlook for NST on expanded KCGM operations and other asset growth taking group production toward ~2Mozpa from ~CY27-29+ (and up to ~2.5Moz on proposed acquisition of DEG).

Arista Networks’ management has projected the total market opportunity to be growing at a 13% CAGR to $47 billion in CY25 or $60 billion in CY27. But the 60% growth in capex by its top 2 clients ...