Intel shares did something on Monday that changes the near-term forecast more than another upbeat semiconductor headline: they jumped through…
The AI chip chain is being sold before the bell and the software that sits on top of it is…
South Korea exported a record $59.98 billion of information and communications technology products in August, up 162.6% from a year…
On September 21, index funds tracking the S&P 100 will be obliged to buy SanDisk. They will not be consulted…
We ranked 41 US-listed AI stocks by how they actually performed this quarter. Not one of the nine best is…
Article BriefKey Takeaways4 Points24s Read01Intel announced a $15 billion underwritten stock offering Monday, with a $2.25 billion overallotment option —…
Material Discovery Bench logged 526 candidate rows from seven AI models. Its synthesis panel gave one recipe a “would attempt”…
Article BriefKey Takeaways5 Points30s Read01The deal-AMD and Cerebras will split AI inference across two machines: AMD Helios racks process prompts…
TSMC has moved 2-nanometer manufacturing from a roadmap slide to a revenue line, and the economics are arriving in the…
NVIDIA has introduced two smaller Jetson Thor computers with a claim that deserves more scrutiny than the raw specifications: the…
Article BriefKey Takeaways5 Points30s Read01The setup-Four companies — ASML, Applied Materials, Lam Research and KLA — sell nearly all the…
ASML stock has plenty of reasons to draw an AI-demand slogan. The useful fresh evidence sits one layer below it:…
Market BriefKey Takeaways5 Points30s Read01The move-Lumentum closed July 9 at $794.30, up 12.33% — about eight times the Nasdaq's gain…
Article BriefKey Takeaways5 Points30s Read01The move-Lam Research closed July 9 at $353.17, up 6%, after TD Cowen, Mizuho, Morgan Stanley…
Article BriefKey Takeaways5 Points30s Read01The deal-Apple will spend more than $30 billion with Broadcom through 2031 on US-made RF components…
Market BriefKey Takeaways5 Points30s Read01The debut-SK Hynix ADRs begin trading Friday, July 10 on the Nasdaq under ticker SKHY —…
On June 24, one minute after the closing bell, Micron reported the largest quarter any standalone memory company has ever…
SanDisk ended the first half of 2026 as the best-performing stock in the S&P 500, up 858% — from a…
Thursday's selloff priced in an AI memory glut that, on every published construction timeline, does not exist yet. SanDisk closed…
AMD set its all-time record close, $580.91, on Tuesday, June 30, 2026. It got to keep the record for exactly…
Article BriefKey Takeaways5 Points30s Read01The deal-Qualcomm is buying AI-software startup Modular for about $3.9 billion in all stock, closing in…
Micron walks into its fiscal third-quarter report on June 24 carrying something unusual for an earnings night: a stock that…
The headline that crossed on June 19 was the kind that moves a stock: US officials suspect China may have…
The most-owned trade in the market is the AI chip — Nvidia, the accelerators, the names every investor can recite.…
For two years, the AI memory boom was a data-center story — a fight over high-bandwidth chips most consumers never…
For two years, the AI memory boom was a data-center story — a fight over high-bandwidth chips most consumers never…
When Cerebras Systems posts its first quarterly report as a public company after the closing bell on June 23, the…
$205.42· 0.00 (0.00%)Market Cap$4.97TDay Range$203.44 – $207.0752-week range$141.84 – $236.26Consensus target$298.93 · Buy (61 analysts)Forward P/E≈23×Next earningsAug 25, 2026As of…
$124.57▲ +7.61 (+6.51%)Market Cap$626.1BDay Range$115.33 – $127.6052-week range$18.96 – $132.75Consensus target$93.12 · Hold (48 analysts)Forward P/E≈147×Next earningsJul 22, 2026As of…
Article BriefKey Takeaways3 Points18s Read01Infrastructure angle-Onto Innovation is an AI-chip infrastructure name because HBM, 2.5D packaging, gate-all-around logic, and chiplet…