Electronic components distributor Avnet (NASDAQGS:AVT) reported Q1 CY2026 results , with sales up 33.9% year on year to $7.12 billion. On top of that, next quarter’s revenue guidance ($7.45 billion at ...
Jan 29, 2026, 1:33 PM ETSTMicroelectronics N.V. (STM) Stock, STMEF StockAI-Generated Earnings Calls Insights ...
It usually starts with a celebratory email: “We secured the GPUs.” And then the program still slips. For procurement and capacity planners, this is the new reality: an AI “cluster” isn't just a ...