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Intel shares did something on Monday that changes the near-term forecast more than another upbeat semiconductor headline: they jumped through $120. INTC traded at $121.21 at 2:35 p.m. EDT on September 21, up $12.61, or…
The AI chip chain is being sold before the bell and the software that sits on top of it is being bought. At 9:17 a.m. ET, Intel was down 6.8%, Micron 6.2%, AMD 5.8%, Arm…
South Korea exported a record $59.98 billion of information and communications technology products in August, up 162.6% from a year earlier, the Ministry of Science and ICT said on Monday. For the first time, ICT…
On September 21, index funds tracking the S&P 100 will be obliged to buy SanDisk. They will not be consulted about the price. S&P Dow Jones Indices confirmed the change on September 4. SanDisk joins…
We ranked 41 US-listed AI stocks by how they actually performed this quarter. Not one of the nine best is a chipmaker. That is not a stylistic observation. Across the eleven semiconductor names in our…
Article Brief Key Takeaways 4 Points24s Read 01Intel announced a $15 billion underwritten stock offering Monday, with a $2.25 billion overallotment option — proceeds aimed at capex and working capital. 02INTC fell about 3.5% to…
Material Discovery Bench logged 526 candidate rows from seven AI models. Its synthesis panel gave one recipe a “would attempt” verdict. Those figures do not describe 526 distinct chemistries, and no benchmark candidate was physically…
Article Brief Key Takeaways 5 Points30s Read 01The deal–AMD and Cerebras will split AI inference across two machines: AMD Helios racks process prompts and long context, the Cerebras Wafer-Scale Engine generates tokens. 02The 5x–The headline…
TSMC has moved 2-nanometer manufacturing from a roadmap slide to a revenue line, and the economics are arriving in the less comfortable order. The process contributed just 3% of second-quarter wafer revenue, yet management expects…
NVIDIA has introduced two smaller Jetson Thor computers with a claim that deserves more scrutiny than the raw specifications: the 32GB Jetson T3000 can deliver inference performance similar to the 128GB T5000 on multimodal workloads….
Article Brief Key Takeaways 5 Points30s Read 01The setup–Four companies — ASML, Applied Materials, Lam Research and KLA — sell nearly all the machines that turn memory capex into memory capacity. 02The logic–Toolmakers get paid…
ASML stock has plenty of reasons to draw an AI-demand slogan. The useful fresh evidence sits one layer below it: Taiwan Semiconductor Manufacturing’s June sales report. On July 13, TSMC reported NT$442.68 billion in June…
Market Brief Key Takeaways 5 Points30s Read 01The move–Lumentum closed July 9 at $794.30, up 12.33% — about eight times the Nasdaq’s gain — and is up roughly 115% in 2026. 02The business–Lasers, 1.6T optical…
Article Brief Key Takeaways 5 Points30s Read 01The move–Lam Research closed July 9 at $353.17, up 6%, after TD Cowen, Mizuho, Morgan Stanley and Susquehanna raised targets to $400–$475 within a week. 02The standoff–The 35-analyst…
Article Brief Key Takeaways 5 Points30s Read 01The deal–Apple will spend more than $30 billion with Broadcom through 2031 on US-made RF components including FBAR filters — its largest American Manufacturing Program commitment, with a…
Market Brief Key Takeaways 5 Points30s Read 01The debut–SK Hynix ADRs begin trading Friday, July 10 on the Nasdaq under ticker SKHY — 177.9 million ADRs, 10 per common share, the largest first-time US share…
On June 24, one minute after the closing bell, Micron reported the largest quarter any standalone memory company has ever posted: $41.46 billion in revenue, up 346% in a year, at an 84.9% gross margin….
SanDisk ended the first half of 2026 as the best-performing stock in the S&P 500, up 858% — from a $237.38 close on December 31 to $2,273.73 on June 30. Two sessions later, $529 of…
Thursday’s selloff priced in an AI memory glut that, on every published construction timeline, does not exist yet. SanDisk closed down 14.1% at $1,745. Teradyne lost 13.6%, KLA 11.5%, Seagate 10.4%, Lam Research 10.2%. The…
AMD set its all-time record close, $580.91, on Tuesday, June 30, 2026. It got to keep the record for exactly one session. On July 1 the stock fell 6.9% to $540.88 — about $65 billion…
Article Brief Key Takeaways 5 Points30s Read 01The deal–Qualcomm is buying AI-software startup Modular for about $3.9 billion in all stock, closing in the second half of 2026; founders Chris Lattner and Tim Davis stay…
Micron walks into its fiscal third-quarter report on June 24 carrying something unusual for an earnings night: a stock that has already roughly doubled this year, and a Wall Street that spent the week before…
The headline that crossed on June 19 was the kind that moves a stock: US officials suspect China may have gotten its hands on ASML’s most advanced chipmaking machine. For a company whose entire worth…
The most-owned trade in the market is the AI chip — Nvidia, the accelerators, the names every investor can recite. Underneath it sits a quieter business almost no one talks about: the companies that make…
For two years, the AI memory boom was a data-center story — a fight over high-bandwidth chips most consumers never think about. On June 18 it landed on the kitchen table. Apple chief executive Tim…
For two years, the AI memory boom was a data-center story — a fight over high-bandwidth chips most consumers never think about. On June 18 it landed on the kitchen table. Apple chief executive Tim…
When Cerebras Systems posts its first quarterly report as a public company after the closing bell on June 23, the number most headlines will lead with — a per-share loss — is close to meaningless….
$205.42· 0.00 (0.00%) Market Cap $4.97T Day Range $203.44 – $207.07 52-week range $141.84 – $236.26 Consensus target $298.93 · Buy (61 analysts) Forward P/E ≈23× Next earnings Aug 25, 2026 As of Jun 12,…
$124.57▲ +7.61 (+6.51%) Market Cap $626.1B Day Range $115.33 – $127.60 52-week range $18.96 – $132.75 Consensus target $93.12 · Hold (48 analysts) Forward P/E ≈147× Next earnings Jul 22, 2026 As of Jun 12,…
Article Brief Key Takeaways 3 Points18s Read 01Infrastructure angle–Onto Innovation is an AI-chip infrastructure name because HBM, 2.5D packaging, gate-all-around logic, and chiplet systems need more process control as designs become harder to manufacture. 02Quarter…
