Marvell's planned purchase of Lumentum is one of the biggest acquisitions in tech history. And they both have the same strategic investor: Nvidia.
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AMD CEO Lisa Su said in the company's quarterly earnings call on Tuesday that Q3 2026 was "was the largest and most profitable in our history." AMD reported a record $13.4 billion in quarterly revenue, and it's predicting it will hit another record high next quarter of $17…
During an earnings call on November 2, the company's CFO Kevan Parekh said that Apple is expecting Q4 this year to be the best quarter in the history of the company in terms of revenue. The fiscal Q4 2026 (ending in September) results point to a very optimistic near future for…
No mention of AI, but a nod to the pace of technological change