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TAIPEI, May 29 (Reuters) - At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role in AI infrastructure. Nvidia CEO Jensen ‌Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on ‌Wednesday that his company would spend as much as $150 billion a year in Taiwan, which he called the epicentre of the AI revolution.

The company filed a prospectus with important information for potential investors.

Research firm CEO David Trainer says SpaceX's $1.75 trillion IPO valuation is mathematically indefensible

A decline in oil prices won’t bring Treasury yields down much, because there was never a surge in long-term inflation expectations to begin with.

Investors focused on inflation risks tied to surging fuel demand, rising gas prices, and consumer spending pressures.

Costco's Q3 earnings call spotlights strategic price cuts, record fuel volumes and surging digital demand as it doubles down on member value.

Viasat Inc (VSAT) reports a 15% increase in backlog and strategic progress in satellite deployment, despite facing revenue declines in key segments.

Ambarella Inc (AMBA) reports strong automotive growth and a significant $800 million agreement with Hanhwa, despite challenges in consumer IoT and cash flow management.

Dell Technologies Inc (DELL) reports an impressive 88% revenue increase and strong AI server demand, while navigating supply chain constraints.

American Eagle Outfitters Inc (AEO) reports a 10% revenue increase, driven by Aerie's 34% growth, while navigating challenges in women's bottoms and macroeconomic uncertainties.

Costco Wholesale Corp (COST) reports a 15% increase in net income and significant digital sales growth amid challenges in gross margin and transportation costs.

Autodesk Inc (ADSK) reports robust Q1 results with significant revenue growth and strategic acquisition of MaintainX to enhance operational capabilities.

Okta Inc (OKTA) showcases robust growth and strategic positioning in AI and identity security, despite early-stage market penetration challenges.

MongoDB Inc (MDB) reports a robust 25% revenue increase and significant customer acquisition, while navigating AI opportunities and competitive challenges.

UiPath Inc (PATH) reports a 17% revenue increase and achieves GAAP profitability for the first time, driven by strong AI integration and robust customer growth.

SentinelOne Inc (S) reports a 21% revenue increase and outlines strategic initiatives amidst workforce reductions and competitive challenges.

By Eduardo Baptista and Che Pan BEIJING, May 29 (Reuters) - Huawei's new chip design principle focused on boosting transmission speed rather than continuing to shrink semiconductors offers a path for

<body><p>STORY: :: Dell</p><p>Dell shares rocketed higher in after-hours trade Thursday, jumping around 39%.</p><p>The surge came after the computer maker lifted revenue and profit expectations.</p><p>Dell says it is seeing soaring demand for AI-optimized servers used in data centers.</p><p>It’s benefiting as tech giants like Alphabet and Amazon plan to spend over $700 billion on AI-related infrastructure this year.</p><p>Dell now expects annual revenue of up to $169 billion - way up on the previous forecast of up to $142 billion.</p><p>AI server revenue is expected to hit $60 billion for fiscal 2027, $10 billion up on previous expectations.</p><p>The company has been adjusting prices constantly as strong global demand causes the cost of memory chips to soar.</p><p>:: Dell</p><p>On a call with analysts, Chief Operating Officer Jeff Clarke said he knew customers were feeling the pain.</p><p>But he said there was little sign of inflationary pressure easing.</p><p>One analyst told Reuters that Dell looked well placed to cope with the chip shortage, helped by its scale and strong relationships with suppliers.</p></body>

Marvell Technology has gained more than 200% in the past 12 months. It just reported record revenue, guided above expectations, and told investors that growth would accelerate every single quarter through the rest of the fiscal year. For Barclays analyst Tom O'Malley, that was enough to nearly ...

The IPO market is heating up, but that shouldn't change investors' core strategies.

Markets in Japan and South Korea hit fresh records as Asian shares advanced Friday on expectations the U.S. and Iran will agree to extend the ceasefire in their war by 60 days. Oil prices slipped, but remain above pre-war levels as the Strait of Hormuz remains largely closed.

For years, bigger was better. Customers wanted their fast-food meals supersized, their pre-packaged snacks in bulk, and their movie theater concessions large enough to last a triple feature. These days, consumer preferences have changed. Diet trends and growing financial pressures have shoppers ...

SEOUL, May 29 (Reuters) - A minority labour union at Samsung Electronics representing its consumer electronics workers will ask a South Korean court to suspend the implementation of a pay deal that

Salesforce has spent much of the past year trying to convince investors that the next version of enterprise software will be built around AI agents. A new bearish note says that story still has a harder test in front of it. Salesforce (CRM) reported a record fiscal first quarter, giving bulls ...

By Tom Westbrook SINGAPORE, May 29 (Reuters) - World stocks stood at record highs on Friday and oil futures eyed the steepest weekly drop for nearly two months as traders waited for details on a

Paramount's (PSKY) largest Hollywood gamble is already under pressure. The company’s proposed $110 billion deal for Warner Bros. Discovery (WBD)merges two media powerhouses at a time when traditional entertainment firms are grappling with streaming losses, decreasing cable audiences, and growing ...

Taiwan's Foxconn, the world's largest contract electronics maker, has "immense ‌confidence" in its growth momentum because of ‌soaring AI demand, Chairman Young Liu said on Friday. The company, ​Nvidia's biggest server maker and Apple's top iPhone assembler, this month reported a 19% rise in first-quarter profit versus the same period a year earlier, ‌beating expectations due ⁠to strong global demand for AI products. Liu, speaking at an annual shareholders meeting ⁠in Taipei's neighbouring city of New Taipei, said AI remains highly sought after, with capital spending by ​the major ​cloud service providers already ​exceeding $700 billion this year.

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Workday Inc. has spent years building one of the stickier positions in enterprise software, serving as a central system for HR, finance, payroll, planning, and employee data inside large organizations. Bank of America says that franchise still matters. The firm reinstated coverage of Workday with a ...

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