ESTsoft Expects AI Transformation Orders to Top 10 Billion Won This Year

Taiwan’s Fortune Electric AI data center transformer orders surge | Taiwan News | Jun. 12, 2026 15:35

Software stocks rebound as EPS revisions hit 8-year high, driven by AI adoption and earnings growth

Software stocks are regaining momentum after a volatile start to the year, driven by strengthening earnings growth, improving analyst sentim

Hyperscaler CapEx forecast revised to $830 billion by 2026 as AI demand surges

TrendForce has revised its 2026 forecast for combined capital expenditure among the top nine global cloud service providers (Google, AWS, Me

Study ranks Nvidia, Meta, and Schlumberger among top S&P 500 companies for AI adoption

A new study from the AI-Driven Enterprise Institute (AIDE) ranks S&P 500 companies on their AI adoption, finding that tech companies like Nv

Software stocks post best monthly gain since 2001 as AI disruption fears ease

Software stocks had their best month since October 2001, with the iShares Expanded Tech-Software ETF rising 21% in May, driven by strong ear

Report finds AI-adopting companies grew headcount 10%, including entry-level roles

A new report from Ramp and Revelio Labs analyzing nearly 22,000 companies finds that "high-intensity AI adopters" actually saw headcount inc

Report finds AI-adopting companies grew headcount 10%, including entry-level roles

A new report from Ramp and Revelio Labs analyzing nearly 22,000 companies finds that "high-intensity AI adopters" actually saw headcount inc