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Google Cloud's revenue growth and margins have jumped sharply, outperforming both AWS and Azure. A double sequential backlog growth also suggests continued growth acceleration into FY2026. Google ...

Vishay Intertechnology VSH entered 2026 with strong momentum, highlighted by a record backlog of $1.6 billion, up 21% year over year, and a companywide book-to-bill ratio of 1.34. The figures reflect ...

AXT AXTI is benefiting from a strong artificial intelligence-driven demand cycle, as evident in its first-quarter results. The most eye-catching metric was its record indium phosphide backlog, which ...

India’s push for self-reliance under the Atmanirbhar Bharat initiative is transforming the defence sector from an import-dependent industry into a manufacturing and export hub. The country is not only ...

Vivek Arya, BofA Securities senior semiconductors analyst, joins 'The Exchange' to discuss the bull case for semiconductor stocks. Got a confidential news tip? We want to hear from you. Sign up for ...

Microsoft appears cheap on P/E at 23x but trades at 41x free cash flow due to surging capex. Capex is set to reach $190 billion in 2026, consuming up to 78% of operating cash flow and pressuring ...

A licensed attorney with nearly a decade of experience in content production, Valerie Catalano knows how to help readers digest complicated information about the law ...

Congo cobalt exporters fear losing quotas due to administrative glitch, sources say Major cobalt producers in the Democratic Republic of Congo ‌risk losing some of their first-half export quotas due ...