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(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi

BENGALURU, May 6 (Reuters) - India's Coforge stock added more than $500 million in market capitalisation on Wednesday, closing 9.5% higher at 1,280 rupees, after the mid-tier IT firm forecast robust

Industrial component provider Timken (NYSE:TKR) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 8% year on year to $1.23 billion. Its non-GAAP profit of $1.67 per share was 11.2% above analysts’ consensus estimates.

Uber Technologies forecast second-quarter bookings above Wall Street estimates on Wednesday on strong demand for ride-hailing and delivery services, even though the Middle East conflict ‌weighed on its growth. Uber said it expects gross bookings of $56.25 billion to $57.75 billion for the June quarter, above ‌analysts' average estimate of $56.07 billion, according ⁠to data compiled by LSEG. It factors in a roughly 60 basis-point drag from the Middle East conflict.

Investing.com -- SpaceX is proposing to invest $55 billion to build a semiconductor production facility in Texas, according to a Bloomberg report that cites a public notice posted on the Grimes County website Wednesday.

Owners of some iPhones are in line to get cash payments of up to $95 from Apple after the company on Tuesday reached a $250 million settlement in a class-action lawsuit for false advertising of its artificial intelligence capabilities. The company has been scrambling to keep up with tech rivals amid the AI boom but still hasn't delivered on the Siri revamp two years later. The lawsuit, filed on behalf of U.S. consumers in the San Francisco federal court for the Northern District of California, alleged that Apple deceived consumers with a marketing campaign that promoted features that did not yet exist and misled them into buying the devices.

This is the first report under new CEO Josh D'Amaro.

Advanced Micro Devices (NASDAQ:AMD) surged roughly 17% in premarket trading on Wednesday after the chipmaker delivered quarterly results and forward guidance that exceeded Wall Street expectations, driven largely by booming demand from the artificial intelligence sector. Investor enthusiasm accelerated after chief executive Lisa Su highlighted strong momentum in AMD’s server and data center operations during the company’s earnings call.

(Bloomberg) -- Hut 8 Corp., a cryptocurrency miner that is shifting to developing artificial intelligence data center capacity, has signed a lease worth at least $9.8 billion over 15 years to provide computing power to a “high-investment-grade company.”Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While S

By Niket Nishant and Utkarsh Hathi May 6 (Reuters) - Wall Street futures rose on Wednesday, extending a strong run on hopes of a potential U.S.-Iran peace agreement and unrelenting optimism around

He cited “great progress” in talks with Iran. The International Monetary Fund published its 180-page World Economic Outlook three weeks ago. The differences between that and its now more likely “adverse” or “severe” scenarios aren’t small, and investors should take note as the Strait of Hormuz remains blocked.

Investing.com -- Advanced Micro Devices received upgrades from both Goldman Sachs and Bernstein after the chipmaker reported stronger-than-expected first-quarter results and provided a robust second-quarter outlook, with analysts pointing to agentic AI as a key driver of the company’s accelerating growth.

Elon Musk's SpaceX has proposed an initial investment of $55 billion to build a semiconductor manufacturing facility, called Terafab, in Texas, according to a ‌filing made public on Wednesday. SpaceX is also targeting a June IPO that could value the company at around $1.75 trillion. Musk has been tightening integration of AI efforts across his companies, with SpaceX acquiring his startup xAI earlier this year in a deal focused on building space-based data centers ‌for artificial intelligence processing.

DigitalOcean (NYSE:DOCN) reported what executives repeatedly described as a strong first quarter of 2026, citing accelerating demand from large cloud and AI-native customers, the launch of a new “AI-Native Cloud” platform, and expanded data center commitments intended to support growth into 2027 and

Novo Nordisk stock rose as it raised its guidance on the back of the strong performance of its weight-loss pill.

French energy technology firm Schneider Electric plans to open a Southeast Asian training centre in ‌Malaysia this year, a senior executive said on Wednesday, as ‌a boom in artificial intelligence infrastructure drives up power demand in the region. Southeast Asia's ​data centre capacity is expected to grow threefold by 2030, according to analysts, with Malaysia emerging as a major hotspot, attracting investments from tech giants such as Microsoft, Amazon and Alphabet's Google in recent years.

The benchmark index crossed the 7,000 mark for the first time ever, largely thanks Samsung Electronics, one of the world’s largest memory-chip makers and a heavyweight in the index. Samsung’s shares climbed more than 14%, ushering the company into the rarefied club of companies with a market valuation of more than $1 trillion. Samsung said during its earnings call last week that its production capacity was already fully sold out for this year.

By Nell Mackenzie and Summer Zhen LONDON, May 5 (Reuters) - Hedge funds pounced on the U.S

By Lewis Krauskopf NEW YORK, May 6 (Reuters) - A humming U.S. corporate profit engine is at the heart of the U.S. stock market's rally to record highs - an encouraging sign for investors as long as

Total prescriptions for the new Wegovy pill reached around 1.3 million in the first quarter and have exceeded 2 million since it launched.

U.S. semiconductor stocks rose on Wednesday as Advanced Micro Devices' strong outlook boosted investor confidence about sustained demand for AI infrastructure and that a ‌shift toward CPUs would spur the next leg of spending. AMD jumped nearly 18% in premarket ‌trading and is on track to hit a record high if gains hold in market hours, while rival Intel rose 6%. Chip designer Arm Holdings soared 11%, while Qualcomm gained about 4%.

Gold has done exactly what its defenders promised over the past year, and the numbers explain why allocators are revisiting the metal as a real portfolio building block. iShares Gold Trust (NYSEARCA:IAU) returned 42% in the twelve months through May 1, 2026, a stretch that overlapped with sticky core inflation, three Federal Reserve rate cuts, ... IAU Returned 42% in a Year of Sticky Inflation. Here’s Why Allocators Are Reconsidering Gold

Profits have never been a sure thing in the volatile industry. Memory chip makers Micron Technology and Sandisk as well as hard-drive makers Seagate and Western Digital have all produced annual operating losses at least once in just the last three years. Sandisk and Micron are now generating around 80 cents of gross profit for every dollar of revenue.

U. S. stock futures moved higher on Wednesday after President Donald Trump paused a military initiative aimed at reopening the Strait of Hormuz and signalled progress toward a possible peace agreement with Iran.

Investing.com -- Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday, driven by strong demand for its data center chips. Shares rose 17% in premarket trading on Wednesday.

Why Emerson Electric’s latest quarter matters for investors Emerson Electric (EMR) has investors’ attention after reporting second quarter earnings that included year over year growth in sales and net income, alongside a modest increase in full year guidance. For the quarter ended March 31, 2026, Emerson Electric reported sales of US$4,562 million compared with US$4,432 million a year earlier. Net income was US$618 million versus US$485 million, with basic and diluted earnings per share from...

Coupang (NYSE:CPNG) executives told investors the company is seeing steady improvement in customer activity following a data incident that weighed on late 2025 results, while near-term profitability remains pressured by one-time customer vouchers and temporary network underutilization. Recovery tre

Kevin Warsh wants to change how the Federal Reserve conducts monetary policy.

CEO Bob Frenzel also said Xcel is doubling down on its renewables strategy. “We believe that these large customers are absolutely committed to [the] long-term sustainability of their own product,” he said.

Shares in Wegovy maker Novo Nordisk surged this morning after it reported strong demand for its new weight-loss pill and upgraded its guidance. The Danish drugmaker said total prescriptions for the Wegovy pill reached around 1.