Las Vegas data-center giant Switch confidentially filed to return to public markets, chasing a valuation up to $80B just four years after an $11B take-private by DigitalBridge and IFM.
Super Micro (SMCI) jumped 24% after Q3 FY2026 revenue hit $10.24B, up 123% YoY, while gross margins recovered to 9.95% — fueling broad semiconductor gains.
AMD crushed Q1 2026 estimates with $10.25B revenue—up 38% year-over-year—and Q2 guidance of up to $11.5B, sending shares 18% higher and sparking a chip-sector rally led by Intel’s 13% gain.
AI adoption is accelerating across industries, reshaping valuations and competitive moats. Here’s what the latest data reveals about market leaders and …