Technology

The soft spot was bookings. Total contract value grew 6% to USD 2.9 billion, far slower than revenue, and US commercial contract value rose 11% to USD 1.5 billion. When revenue outpaces bookings, future growth may slow, and a stock priced for strong growth …

CEO Lisa Su was reportedly quoted as saying revenue could grow more than 80% in 2027, against a prior long-term target of 35% or higher. That came from a single published account and reflects management's view rather than a guarantee. The setup was unusual. …

Gross margin slipped, and that is the main caveat. GAAP gross margin was 63.6%, down from 64.6% a year earlier, while non-GAAP gross margin fell to 64.0% from 65.2%. Rapid growth among large cloud and AI customers can lower margins through pricing and mix, …

The December-quarter outlook implies revenue about 7% lower sequentially than combined September sales, or about 3% lower once an extra week in Qorvo's prior quarter is excluded. Smartphone revenue is expected to decline at a low-teens rate sequentially, while Diversified Growth Markets revenue should …

Gross merchandise volume of USD 119.1 billion, up 29%, landed slightly below the USD 120 billion analysts expected, and growth eased from 32% in the second quarter. One published analysis noted the stock traded at roughly 64 times 2027Earningsestimates before the report, so a …

Intel expects the PC market to contract about 12% in 2026 and 10% in 2027 as memory prices rise. A factory accident at its Israeli site is expected to trim fourth-quarter revenue by about USD 300 million to USD 600 million, depending on the …

Micron reported fiscal fourth-quarter results for the quarter ended September 3, 2026, on September 30. Revenue was USD 54.23 billion, up about 379% from the year-earlier quarter, and fiscal 2026 revenue reached USD 133.19 billion against USD 37.38 billion a year before. Memory makers …