
Intel: AI Demand Fuels Growth as the PC Slump Holds Back Its Turnaround
Intel’s third-quarter results revealed a widening divide: data center revenue surged 78% year over year, driving a substantial improvement in revenue and operating profit. But weakening PC demand,
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Microsoft’s Cash Flow Eases AI Fears as Spending Set to Accelerate
Microsoft delivered an earnings report that beat expectations on both growth and cash generation. In the first quarter of fiscal 2027, Azure revenue rose 48% year over year, while Microsoft Cloud
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SK Hynix: 80% Operating Margin and a 100 Trillion Won Payout—Enough to Ease Cycle Concerns?
SK Hynix delivered record third-quarter revenue and operating profit. More significantly, the company disclosed long-term agreements covering more than half of its production capacity for the next two
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