High ROAS can hide demand capture, not creation. Use incrementality and marginal ROAS to measure real growth and guide ...
Taiwan Semiconductor Manufacturing Co. reported a 35% increase in quarterly revenue, suggesting global AI chip demand remained intact during the first weeks of war in the Middle East. of NT$1.13 ...
Demand for semiconductor chips made by TSMC remained strong even during the first four weeks of the Iran war. Taiwan Semiconductor Manufacturing Corp, or TSMC, reported a forecast-beating 35% jump in ...
Constellation Brands logged lower revenue in its latest quarter as demand for its beer, wine and spirits remains weak. The U.S. importer of Modelo and Corona beers said Wednesday that consumers were ...
Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from domestic data centers and AI enterprise customers. Gross ...
Lotes Terminals Industrial Co. said full-year 2025 revenue topped US$1 billion, reflecting stronger demand for next-generation server and cloud infrastructure components as AI server adoption ...
Oracle proved the artificial-intelligence doubters wrong on Tuesday as the company beat expectations on revenue and earnings, while disclosing that it doesn’t expect it will need to take on more ...
Marvell (MRVL) posted $2.075B revenue (up 37%), projects $15B 2028 sales vs $13B Street. Broadcom (AVGO) reported $19.31B revenue (up 29.5%), AI revenue $8.4B (up 106%), guides Q2 AI to $10.7B. Nvidia ...
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