MarketPulse

AI infrastructure demand

6 articles
GlobeNewswire Inc.GlobeNewswire Inc.··Na

ASML Smashes Q1 Forecasts, Raises 2026 Outlook on AI Chip Boom

ASML reports €8.8B Q1 sales, €2.8B profit, raises 2026 guidance to €36-40B driven by AI infrastructure boom. Increases dividend 17%, maintains buybacks.
ASMLdividend increaseshare buyback
The Motley FoolThe Motley Fool··David Jagielski, Cpa

Three Stocks Soar 350%+ Since April Tariff Shock: Separating Fundamentals from Meme Madness

Three stocks surged 350%+ since April 2025 tariffs: $OPEN and $NEGG are speculative meme stocks, while SanDisk shows 42% revenue growth and genuine fundamentals.
SNDKWDCOPENOPENLOPENW+2stock market rallyinvestment returns
The Motley FoolThe Motley Fool··Adam Spatacco

Nvidia's $1T Order Book Signals AI Dominance, But Valuation Question Looms

Nvidia CEO Jensen Huang reveals doubled $1 trillion order book through 2027, securing multiyear revenue visibility. Stock trades near lowest forward P/E during AI boom.
NVDAMETAMSFTAMZNGOOG+1hyperscalersvaluation
The Motley FoolThe Motley Fool··Timothy Green

AI Boom Creates PC Market Upheaval: Apple Poised to Gain While HP Faces Margin Squeeze

AI infrastructure demand drives memory chip prices up 17% and PC shipments down 10.4% in 2026, with Apple gaining share via $599 MacBook while HP faces margin pressure.
AAPLITHPQsupply chainmemory chip prices
Investing.comInvesting.com··Jaachi Mbachu, Aci

BHP Posts 22% Profit Growth as Copper Eclipses Iron Ore for First Time

BHP's first-half profit surged 22% to $6.2 billion as copper prices jumped 32%, eclipsing iron ore earnings for the first time in company history.
FCXWPMTECKBHPCOPX+1dividend growthrenewable energy
BenzingaBenzinga··Prnewswire

Gold Producers Report Record Output as Prices Breach $5,000 Mark

Gold prices surged past $5,000/oz in February 2026 with bullish forecasts to $6,100-$6,300. Major producers reported record output and increased dividends amid strong demand.
TRXORLAmining explorationprecious metals