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#ai-demand

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#semiconductors #data-centers #oracle #cloud-computing #stock-market #synopsys #earnings-miss #eda #rpobookings

from24/7 Wall St.

Synopsys Dropped 36% After Earnings: Is This an Overreaction or Buying Opportunity?

Synopsys reported Q3 adjusted earnings and Q4 guidance well below expectations, triggering a roughly 35% share drop and signaling a projected 2025 earnings decline.

fromwww.mercurynews.com

Business

Oracle's $230 billion market cap surge to lift it above JPMorgan

from24/7 Wall St.

Artificial intelligence

Oracle Earnings Light Match Under AI Sector. Here Are the 3 Biggest Winners

fromwww.mercurynews.com

Business

Oracle's $230 billion market cap surge to lift it above JPMorgan

from24/7 Wall St.

Artificial intelligence

Oracle Earnings Light Match Under AI Sector. Here Are the 3 Biggest Winners

Artificial intelligence

from24/7 Wall St.

Nvidia's Big Test: Should You Buy Before Its August 27 Earnings?

Nvidia's 35% stock gain in 2025 reflects strong AI demand, but uncertainties exist ahead of its August 27 Q2 earnings report.

fromBusiness Insider

Here are hottest jobs in tech, and the roles you should avoid

Tech job postings have declined 35% since early 2020, with varied demand across roles.

from24/7 Wall St.

Live: Will AMD Break Out After 2Q Earnings

AMD's Q2 FY 2025 revenue expected at $7.43 billion, fueled by AI demand. Gross margins may face pressure from Gaming and Embedded sectors.

fromTheregister

Hyundai to help build nuclear-powered datacenter in Texas

Nuclear power is experiencing a renaissance in the US driven by hyperscalers' demand for energy.

from24/7 Wall St.

Taiwan Semiconductor (NYSE: TSM) Price Prediction and Forecast (July 2025)

TSMC stock reached an all-time high due to strong AI demand, increasing 9.8% in the past month.

fromFortune Asia

Tech industry

Data centers guzzle huge amounts of power-and that might end up supercharging investment in renewable energy, executives argue

fromTheregister

NYC startup

Hyperscale sustainability is looking like a Hail Mary

fromFortune Asia

Tech industry

Data centers guzzle huge amounts of power-and that might end up supercharging investment in renewable energy, executives argue

fromTheregister

NYC startup

Hyperscale sustainability is looking like a Hail Mary

more#data-centers

fromTechzine Global

ASML warns of limited growth despite strong Q2 financials

ASML reported €5.54 billion in new orders for Q2 but is cautious about future growth due to geopolitical tensions and tariff threats.

fromComputerworld

Hotter than a GPU in July: some tech jobs skyrocket, unemployment rate slides

US tech hiring increased by 90,000 jobs in June, reducing unemployment to 2.8%. AI demand drives skills-based hiring focus.

fromTheregister

Datacenter market draws investors chasing captive customers

Customer lock-in significantly attracts investors to datacenters.

The AI hype is driving demand, drawing new investors to the datacenter market.

The UK's ICT sector struggling with technical debt

Technical debt in the ICT sector is significant, driven by AI demand and resulting in rapid growth.

Public cloud providers get into the chip market

Cloud providers are innovating by developing custom silicon to address GPU shortages and increasing demand.

This shift will reshape the CPU and GPU markets significantly.

from24/7 Wall St.

Live Vanguard IT ETF (VGT): Tech Stocks Power Impressive Market Performance on AI Prowess

Tech stocks are driving a strong market rally, particularly the Nasdaq Composite and S&P 500.

Strong earnings from Microsoft and Meta highlight resilience amid economic uncertainty.

fromTheregister

Samsung execs fear impact of US tariffs

Soon-Cheol Park noted that global trade tensions are raising concerns for tech companies, particularly in the semiconductor sector, predicting elevated uncertainties ahead.

Gadgets

fromBusiness Insider

An Amazon exec has hit back at claims it's pausing some data center lease talks

Miller mentioned AWS has learned to 'consider multiple options in parallel' regarding data center capacity, reflecting routine capacity management amid strong demand.

Tech industry

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