Apple posts record quarterly revenue driven by 'staggering' iPhone 17 demand, but investors shrug - SiliconANGLE Apple posts record quarterly revenue driven by 'staggering' iPhone 17 demand, but investors shrug - SiliconANGLE

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Hewlett Packard beats quarterly revenue estimates on robust server demand (Reuters) -Hewlett Packard Enterprise beat Wall Street estimates for third-quarter revenue on Wednesday, driven by strong demand in its server and networking segments. Demand for AI servers has surged as big tech companies and startups race to deploy generative AI services, such as ChatGPT, which require immense computing power. The surge in GenAI has boosted demand for HPE’s AI-optimized servers, powered by Nvidia processors, which can run complex applications. HPE integrated Nvidia’s latest GPUs into its server portfolio in 2025. "Customer demand stretched broadly across our portfolio and was particularly strong in our Server and Networking segments," CEO Antonio Neri said. HPE’s acquisition of Juniper expands its networking business, a segment that generally grows faster compared to traditional hardware. HPE completed the $14 billion acquisition in early July. The company added veteran tech industry executive Robert Calderoni to its board in July, reaching a truce with activist investor Elliott Investment Management, one of HPE’s biggest shareholders with a stake exceeding $1.5 billion. For the third quarter ended July 31, HPE reported revenue of $9.14 billion, ahead of analysts’ average estimate of $8.53 billion, according to data compiled by LSEG. Server revenue increased by 16% year-over-year to $4.9 billion, while networking revenue surged 54% to $1.7 billion during the quarter. HPE now expects revenue growth of 14% to 16% in fiscal year 2025, compared with its prior forecast of growth of 7% to 9%. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. Most investors will find it hard to answer that question with total confidence. Short of a guarantee, which no one can give you, the most successful traders stick to proven best practices without letting hype or hyper-vigilance take over their better judgment. But that doesn't mean you can't use smart shortcuts. If you're considering NVDA, try chatting with WarrenAI, our powerful AI financial assistant. It's just like ChatGPT for investors, but with access to 10 years of company data, a built-in screener, Wall Street analysts' reports, and earnings call transcripts for real-time, vetted insights. Even if you end up going with your gut feeling, at least you'll know why.

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Circle stock rises after quarterly revenue beats estimates in first earnings since blockbuster IPO - Yahoo Finance Circle stock rises after quarterly revenue beats estimates in first earnings since blockbuster IPO  Yahoo Finance

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LiveRamp reports Q1 2026 revenue growth of 10.7% amid data collaboration expansion Data platform achieves $194.8 million quarterly revenue while navigating advertising technology sector challenges and regulatory developments.

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LiveRamp reports Q1 2026 revenue growth of 10.7% amid data collaboration expansion Data platform achieves $194.8 million quarterly revenue while navigating advertising technology sector challenges and regulatory developments.

LiveRamp reports Q1 2026 revenue growth of 10.7% amid data collaboration expansion #LiveRamp #DataCollaboration #QuarterlyRevenue #AdTech #RevenueGrowth

Tower Semiconductor forecasts quarterly revenue above estimates on steady chip demand (Reuters) -Israeli contract chipmaker Tower Semiconductor (NASDAQ:TSEM) forecast third-quarter revenue above Wall Street expectations on Monday, driven by steady demand for its chips used in the automotive and industrial markets. The company’s U.S.-listed shares were up 5% in early trading. Tower Semiconductor has also seen higher demand for its advanced chip technologies used in optical fiber communications from companies building data centers and AI infrastructure. These chips help move large amounts of data quickly and efficiently, making them essential components in the modern data centers and networks powering today’s digital world. The company specializes in manufacturing analog and mixed-signal integrated circuits for a wide range of applications, including automotive, industrial, consumer electronics and optical communications. Tower Semiconductor forecast third-quarter revenue of $395 million, plus or minus 5%, while analysts expect revenue of $392.5 million, according to data compiled by LSEG.It reported 6% growth in revenue to $372.1 million in the second quarter, compared with an expectation of $371.6 million.

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Chipmaker Onsemi forecasts upbeat quarterly revenue on resilient demand from EV makers (Reuters) -Onsemi forecast second-quarter revenue above Wall Street expectations on Monday, as demand for its chips used in electric vehicles remains resilient despite economic uncertainty brought on by U.S. President Donald Trump’s tariffs on auto imports. Orders for Onsemi’s silicon carbide chips have been helped in the first quarter by growth in EV sales in China and Europe, even as a 25% U.S. tariff on auto imports threatens to raise prices. Trump’s duties, in effect from April 3, may lead to supply chain disruptions and a jump in car prices by thousands of dollars, causing several automakers to pull their forecasts. Onsemi is one of a handful of suppliers of silicon carbide chips used to extend the range of electric vehicles. The company last month scrapped its $6.9 billion takeover offer for smaller rival Allegro (WA:ALEP) MicroSystems, citing a reluctance of Allegro’s board to fully engage with the proposal. In February, the chipmaker said it would lay off about 2,400 employees worldwide in 2025. Onsemi forecast second-quarter revenue between $1.40 billion and $1.50 billion, the midpoint of which is above analysts’ estimate of $1.42 billion, according to data compiled by LSEG. The company reported first-quarter revenue of $1.45 billion, beating estimates of $1.40 billion. The revenue, however, fell 22% from a year ago. ON: is this perennial leader facing new challenges? With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Sure, there are always opportunities in the stock market – but finding them feels more difficult now than a year ago. Unsure where to invest next? One of the best ways to discover new high-potential opportunities is to look at the top performing portfolios this year. ProPicks AI offers 6 model portfolios from Investing.com which identify the best stocks for investors to buy right now. For example, ProPicks AI found 9 overlooked stocks that jumped over 25% this year alone. The new stocks that made the monthly cut could yield enormous returns in the coming years. Is ON one of them?

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