Advanced Micro Devices (NASDAQ:AMD) executives said the company is expanding its role in artificial intelligence from a semiconductor supplier toward a provider of rack-scale systems and software, while positioning its server CPU portfolio for increased demand from agentic AI workloads.
Speaking at
Lam Research (NASDAQ:LRCX) said it is prioritizing customer execution, capacity readiness and product-roadmap delivery as semiconductor equipment demand remains strong and customers seek tools sooner than the company can provide them.
During a Goldman Sachs discussion with Senior Equity Analyst Jim
Skyworks Solutions (NASDAQ:SWKS) Chief Executive Officer Phil Brace said the company remains confident its proposed merger with Qorvo will close within the calendar year, with the combined business expected to pursue $500 million in cost synergies and expand its reach in mobile, aerospace and defens
Check out the companies making headlines this week: Solaris Energy Infrastructure (NYSE:SEI): Mobile power and logistics company Solaris Energy Infrastructur...
Chime Financial agreed to acquire Stride Bank for $590 million in cash, gaining a national charter to cut partner fees, protect interchange revenue, and lower lending costs ahead of a 2027 closing.
Lumen Technologies (NYSE:LUMN) is focusing its strategy on digitizing enterprise networking, expanding Network-as-a-Service offerings and managing its legacy operations for cash generation, President and CFO Chris Stansbury said at the Goldman Sachs Communacopia + Technology Conference.
Stansbury s
Super Micro Computer (NASDAQ:SMCI) said demand for artificial intelligence infrastructure remains strong and that its growing order book, broader customer base and expanding portfolio of integrated data-center products support its fiscal 2027 outlook.
Speaking at the Goldman Sachs Communacopia and
NVIDIA (NASDAQ:NVDA) Chief Executive Officer Jensen Huang said the expansion of generative artificial intelligence, combined with the end of Moore’s law, is driving a major increase in demand for computing infrastructure and semiconductors.
Speaking at the Goldman Sachs Communacopia + Technology Co
ServiceNow (NYSE:NOW) outlined its approach to enterprise artificial intelligence, security and workflow automation during a discussion at the Goldman Sachs Communacopia Conference, with Bill McDermott emphasizing the company’s focus on integrating AI agents, data and security controls on a common p
Goldman Sachs reaffirmed Coinbase’s Buy rating and raised its target to $219, citing growth in derivatives, prediction markets, tokenized equities, margin lending, Base and agentic finance.
Applied Materials (NASDAQ:AMAT) CEO Gary Dickerson said demand tied to artificial intelligence and data-center computing is strengthening the company’s near-term and long-term outlook, with the semiconductor equipment maker now approaching 40% revenue growth for 2026 based on its recent communicatio
Salesforce (NYSE:CRM) executives outlined the company’s approach to AI partnerships, Slack monetization and premium product adoption during a Goldman Sachs Communacopia session, emphasizing the role of agents in expanding how customers use its software.
Bill Patterson, Salesforce’s president and ch
Walmart (NASDAQ:WMT) is expanding its advertising business beyond traditional retail media by building self-service tools, broadening its connected-TV capabilities and pursuing more advertising opportunities both inside and outside its shopping ecosystem, Walmart Connect U.S. General Manager Ryan Ma
Walt Disney (NYSE:DIS) Chief Financial Officer Hugh Johnston outlined the company’s priorities around intellectual property investment, technology, streaming engagement and experiences growth during a Goldman Sachs conference appearance.
Johnston said Disney has “very good momentum” and is operatin
