Earnings beat fuels rally: Q1 2026 revenue rose 38% to $10.25 billion, with data center sales up 57%, driving a 17% stock surge on the earnings day. Analysts boost targets: Bernstein, Goldman Sachs, ...
Sharp market decline: Major brands are reporting double-digit shipment drops in 2026, with Asus, Gigabyte, MSI, and ASRock all lowering their forecasts. AI drives shortages: Chipmakers are ...
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