Mike Wheatley, Author at SiliconANGLE

Infra

Qualcomm and Arm beat expectations, but investors’ reactions are mixed

By Mike Wheatley Nov 5, 2025

Chipmakers Qualcomm Inc. and Arm Holdings Plc both delivered strong numbers today as their latest earnings results beat Wall Street’s expectations, but their stocks were heading in opposite directions in the wake of today’s…

Infra

Arista Networks beats expectations but its guidance worries investors

By Mike Wheatley Nov 4, 2025

Arista Networks Inc. posted higher revenue and profit during the third quarter, but its guidance for the current quarter suggests sales growth will slow to a crawl on a sequential basis. The cloud networking…

Infra

Supermicro’s stock tumbles on weak earnings and mixed guidance

By Mike Wheatley Nov 4, 2025

Server maker Super Micro Computer Inc.’s stock took a nosedive in extended trading today after the company missed expectations with its first-quarter results. The company’s stock fell more than 9% after it reported earnings…

Infra

AMD’s revenue and profit jump again, but stock falls as margins disappoint

By Mike Wheatley Nov 4, 2025

Advanced Micro Devices Inc. delivered sharp increases in both profit and revenue today as it pushed deeper into the artificial intelligence data center market, but its stock headed lower in late trading after its…

AI

New Relic steps up observability for agentic AI deployments

By Mike Wheatley Nov 4, 2025

New Relic Inc. is extending its observability capabilities for artificial intelligence agents with the launch today of a new Agentic AI Monitoring tool and its AI Model Context Protocol Server. The first is meant…

AI

Kong automates MCP server testing and debugging for AI agent developers

By Mike Wheatley Nov 4, 2025

Application programming interface management company Kong Inc. is expanding support for autonomous artificial intelligence agents with the latest release of Insomnia, its open-source API development platform. Kong says the latest release, Insomnia 12, is smarter,…

AI

Celonis feeds AI agents with process intelligence data to enhance their operational context

By Mike Wheatley Nov 4, 2025

Celonis SE is stepping up its efforts to help organizations reshape their business operations with agentic artificial intelligence, announcing today at its annual user conference Celosphere 2025 new capabilities within its namesake Process Intelligence Platform…

AI

Hippocratic AI’s valuation soars to $3.5B after raising $126M in new funding

By Mike Wheatley Nov 3, 2025

The healthcare-focused artificial intelligence startup Hippocratic AI Inc. said today it has banked $126 million in its latest Series C funding round, bringing its total amount raised to $404 million at a $3.5 billion…

Big Data

Palantir CEO Alex Karp slams ‘detractors’ as company delivers record revenue again

By Mike Wheatley Nov 3, 2025

Big-data analytics company Palantir Technologies Inc. delivered solid results that surpassed analysts’ expectations and offered bullish guidance for the current quarter, citing artificial intelligence as its most important growth driver. In its third-quarter financial…

Infra

Samsung and Nvidia to build an AI Megafactory to transform semiconductor manufacturing

By Mike Wheatley Oct 31, 2025

Samsung Electronics Co. Ltd. said today it’s partnering with Nvidia Corp. to build an “AI Megafactory” that will accelerate its semiconductor manufacturing operations. The company said it will deploy more than 50,000 of Nvidia’s…

Mike Wheatley

Qualcomm and Arm beat expectations, but investors’ reactions are mixed

Supermicro’s stock tumbles on weak earnings and mixed guidance

AMD’s revenue and profit jump again, but stock falls as margins disappoint

New Relic steps up observability for agentic AI deployments

Kong automates MCP server testing and debugging for AI agent developers

Celonis feeds AI agents with process intelligence data to enhance their operational context

Hippocratic AI’s valuation soars to $3.5B after raising $126M in new funding

Palantir CEO Alex Karp slams ‘detractors’ as company delivers record revenue again

Samsung and Nvidia to build an AI Megafactory to transform semiconductor manufacturing

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