Technology

According to Lam's release, the OregonFacilityis part of that plannedInvestmentand will increase cleanroom lab space at the Tualatin campus by more than 50%. The lab will support advanced deposition and etch process development, materials science and hardware validation, and it will let customers work …

The rationale is straightforward. Microchip sells microcontrollers, microprocessors, FPGAs, analog, connectivity and security chips into industrial, automotive, aerospace and other embedded markets. As customers try to run AI models directly on cameras, robots and machines rather than in the cloud, they increasingly want AI …

That order book underpins a stronger full-year outlook. Cadence raised its 2026 forecast and now expects revenue of $6.26 billion to $6.34 billion, about 19% growth at the midpoint. Chief Financial Officer John Wall said "with a record backlog and continuedBusinessmomentum" the company was …

That warning matters more than it once would have. Comcast completed the spin-off of most of its cable television networks into Versant Media Group in January. On Jun 29 it announced a plan to separate NBCUniversal and Sky into a new public company. Once …

Days later, at its Fal.Con 2026 conference in Las Vegas, CrowdStrike unveiled a set of products and partnerships aimed at what it calls the agentic era. They include a new version of its agentic security operations center (SOC), an identity provider built for AI …

The only identifiable catalyst was an analyst note. Piper Sandler analyst James Fish cut his price target on Cisco to $125 from $132 and kept a Neutral rating. The note cited lower valuation multiples across the networking space "given fears around peaking growth," and …

Six weeks later, the shares have yet to regain that ground. The stock closed at $230.27 on Sep 15. Several days earlier, Chief Product Officer Yanbing Li sold 12,700 shares at a weighted average price of $221.26, a price below the immediate post-earnings level.