Barclays Europe CEO, Francesco Ceccato on The Big Question ...
AI is rapidly advancing, with significant strides being made toward achieving more powerful and capable systems.
Barclays analysts predict Marvell Technology and Nvidia to lead AI semiconductor firms in 2025, with high demand opening ...
Databricks said on Wednesday Meta Platforms had joined as an investor in a $10 billion funding round intended to fuel the ...
Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum ...
According to Synergy Research Group, data center M&A activity set a new record in 2024, with deals totaling $57 billion, ...
Barclays highlights Broadcom (NASDAQ:AVGO), Credo Technology (NASDAQ:CRDO), and Lumentum Holdings (NASDAQ:LITE) as additional AI beneficiaries. The firm upgraded Lumentum to Overweight from ...
Barclays Research today released a new Impact Series report, entitled “AI revolution: Meeting massive AI infrastructure ...
We think the AI TAM is big enough to support both through 2026." Barclays gave Lumentum a double upgrade to Overweight from Underweight and a $125 price target. "We had our doubts that LITE could ...
Investing.com -- Barclays (LON: BARC) trimmed its Apple (NASDAQ: AAPL) estimates on Wednesday, citing potential risks of the ...
Apple is in talks with Barclays to replace Goldman Sachs as the tech giant's credit card partner, said two sources familiar ...
Databricks is now valued at $62bn following its latest round of funding, which it will use to expand and invest in its AI ...