Top Companies' AI Moves

Today's Stories

1. 1

   Frontier AI Is Getting More Powerful But CX May Need an Uber, Not a Boeing

   Frontier AI Is Getting More Powerful But CX May Need an Uber, Not a Boeing

2. 2

   Western Digital stock surges 7% on bullish AI storage outlook

   Western Digital (WDC) shares rose 7.0% today as Wall Street lifted price targets on the stock, citing strong enterprise storage demand tied to AI infrastructure spending. The company's fiscal third-quarter 2026 revenue reached about $3.34 billion（約5300億円）, up 45% year-over-year, with non-GAAP gross margin expanding to 50.5%. Analysts see continued favorable pricing and demand for enterprise storage as companies invest in AI data centers. Western Digital's rising margins, upbeat guidance, and improved balance sheet following a recent business separation suggest the company is well-positioned to capitalize on this trend.

   For fiscal fourth quarter 2026, Western Digital guided to roughly $3.65 billion（約5800億円） in revenue at the midpoint, with non-GAAP gross margin of 51% to 52% and non-GAAP EPS of about $3.25. Median analyst price target stands at $575.0, with some targets as high as $900.0.

3. 3

   Price to sales forward of Micropolis AI Robotics – AMEX:MCRP

   Price to sales forward of Micropolis AI Robotics – AMEX:MCRP

4. 4

   Corning Stock Jumps 7.7% on AI Data Center Fiber Demand

   Corning Incorporated shares rose 7.7% today, driven by renewed confidence in the company's optical connectivity business as large data center customers increase demand for fiber and cable products tied to generative AI buildouts. Corning has announced multiyear AI-related partnerships with major hyperscale and infrastructure customers, including agreements to expand U.S. fiber and optical manufacturing capacity. Investors are rewarding the company as a supplier of essential infrastructure for AI deployment.

   Analysts have recently raised price targets, with a median target of $215.0 across 10 analysts in the past 6 months. The company's Optical Communications segment is showing strong momentum, though 16 of 16 insider trades in the past 6 months were sales.

5. 5

   Uber Technologies Stock (UBER) Opinions on AI Vehicles Impacting Driver Earnings

   Uber Technologies Stock (UBER) Opinions on AI Vehicles Impacting Driver Earnings

6. 6

   I notice the headline appears to be incomplete (it ends with "Ris"). Could you provide the full headline so I can translate it accurately?

   I notice the headline appears to be incomplete (it ends with "Ris"). Could you provide the full headline so I can translate it accurately?