Information Technology

BE Semiconductor’s Q4 2025 earnings show a modest EPS dip but higher sales, stronger order book, and AI‑enhanced wafer‑transfer tech, sparking analyst upgrades and a 52‑week high in shares.

Snowflake’s valuation hit a low: investors press analysts for recovery plans as software multiples compress and the data‑cloud market shifts. Explore how cost‑efficiency, multi‑cloud readiness and governance can reshape the outlook.

HSBC downgrades Synopsys to Hold amid geopolitical tensions, while new board member Peter Shimer bolsters governance; discover how these shifts affect EDA tools, AI‑driven design, and investment strategy.

Discover how Nutanix and NexusTek’s HCI partnership cuts costs, simplifies licensing, and reshapes private‑cloud strategy against VMware’s rising expenses.

Applied Materials’ strong earnings boost the semiconductor equipment market, as its advanced EUV, ALD/CVD and AI‑driven tools slash yield gaps and drive 5‑3‑nm node capacity.

IonQ’s ion‑trap tech delivers low‑error, long‑coherence quantum gates that outperform rivals for VQE and PQC workloads, driving growth amid rising data‑center demand.

Ericsson launches Yokohama R&D hub, AI‑ready radios, 5G‑for‑Windows 11, AWS‑based network automation and Mastercard digital‑money partnership—accelerating 6G, AI networking, enterprise connectivity, and financial inclusion.

Super Micro Computer’s Q2 beats expectations, driving 18% revenue growth and solid AI‑server margins—yet geopolitical, supply‑chain, and speculative risks loom.

Autodesk’s Wells Fargo price‑target cut and its $200 m AI stake in World Labs highlight how market volatility and AI are reshaping design software, offering IT leaders a guide to balancing valuation concerns with AI‑powered workflow gains.

AppLovin’s bold shift to building its own social network aims to own data, boost ad revenue and meet privacy standards—an opportunity amid fierce competition and regulatory hurdles.