Semiconductors

Wall Street Doubled Its Micron Targets. June 24 Is the Test.

Micron walks into its fiscal third-quarter report on June 24 carrying something unusual for an earnings night: a stock that…

7 days ago

Washington Thinks China Has ASML’s Best Machine. ASML Says It’s Impossible.

The headline that crossed on June 19 was the kind that moves a stock: US officials suspect China may have…

7 days ago

Behind Every AI Chip Is a Quieter Trade. It Just Surged.

The most-owned trade in the market is the AI chip — Nvidia, the accelerators, the names every investor can recite.…

7 days ago

The AI Memory Crunch Reached Your iPhone. Sandisk and Micron Cashed In.

For two years, the AI memory boom was a data-center story — a fight over high-bandwidth chips most consumers never…

1 week ago

The AI Memory Crunch Reached Your iPhone. Sandisk and Micron Cashed In.

For two years, the AI memory boom was a data-center story — a fight over high-bandwidth chips most consumers never…

1 week ago

Cerebras’s First Earnings Test Isn’t Profit — It’s Who’s Buying

When Cerebras Systems posts its first quarterly report as a public company after the closing bell on June 23, the…

1 week ago

The Real AI Bottleneck Is Memory — and Nvidia Just Locked It Up

$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…

2 weeks ago

Intel’s Foundry Finally Has Real Customers — Its Stock Is Priced for More

$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…

2 weeks ago

Onto Innovation Is the AI Chip Buildout’s Yield Layer

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…

3 weeks ago

The AI Trade Just Got Less Forgiving

Friday's tape delivered the useful kind of warning: AI demand can be excellent and the stocks can still be punished.Broadcom…

3 weeks ago

SanDisk Stock: The $42 Billion AI Backlog Is Rewriting the NAND Cycle

SanDisk stock has already had the kind of run that usually ends an argument. On TECHi's live SNDK quote page,…

3 weeks ago

Broadcom Earnings Preview: The AI ASIC Bar Is About to Move Again

Broadcom does not report like a quiet component supplier anymore. When the company releases Q2 FY2026 results after the close…

3 weeks ago

CRDO stock forecast before Credo earnings

Article BriefKey Takeaways4 points24s read01The setup-Credo reports Q4 FY26 results after the June 1 close, with the call scheduled for…

4 weeks ago

AMD Stock Before Tuesday’s Open: The CPU Attach-Rate Test

Article BriefKey Takeaways4 points24s read01Market clock-U.S. equities are closed Monday, May 25, 2026, for Memorial Day; AMD's next regular session…

1 month ago

Broadcom Stock Before Tuesday’s Open: The AVGO Substitution Test

Broadcom stock does not have a normal Monday open to react to. At 12:12 a.m. in Pakistan on Monday, May…

1 month ago

Nvidia Earnings Today: The AI Factory Audit Begins

Article BriefKey Takeaways5 points30s read01The frame-NVIDIA’s May 20 report should be read as an AI factory audit: demand, bottlenecks, financing,…

1 month ago

Broadcom Stock’s Real 2026 Test: AI Deals or Hardware Cycles?

Article BriefKey Takeaways5 points30s read01The setup-Broadcom has already won the custom-AI-silicon narrative; the harder question is whether gigawatt commitments deserve…

1 month ago

AMD Stock: The Asset-Light Rack Moat Behind Helios

$424.10▼ −25.60 (−5.69%)Market Cap~$699.8BQ1 FY26 revenue$10.253BQ1 Data Center$5.775BNon-GAAP GM55%Q2 guide midpoint$11.2BAs of May 15, 2026 close↻ Refresh liveQuotes via Yahoo…

1 month ago

Intel’s Real 2026 Test: Can Foundry Stop Burning Cash Before 18A Needs Proof?

Intel has spent years trying to convince investors that 18A works. That argument is now too small. The 2026 question…

1 month ago

Rigetti’s Multi-Chip Bet and the Fidelity Question

Article BriefKey Takeaways5 points30s read01108-qubit Cepheus is live-Twelve nine-qubit chiplets tiled into the industry's largest modular quantum computer, generally available…

1 month ago

Inside IonQ’s $2.4B Pivot to Quantum Networking

The strongest current signal in quantum computing is that IonQ is no longer really a quantum-computer company. SkyWater Technology shareholders…

1 month ago

Why Micron (MU) Is the Most-Searched Chip Stock Now

Article BriefKey Takeaways4 points24s read01Search ranking-Micron is the #1 trending-by-page-views stock on May 11, 2026, ahead of Nvidia, Intel, AMD,…

2 months ago

Nvidia stock: OpenAI’s network fix changes the bull case

Article BriefKey Takeaways5 points30s read01The undercovered catalyst-OpenAI's MRC protocol makes AI networking reliability a stock-analysis issue for NVDA, not just…

2 months ago

AMD stock: The AI test beyond Q1 earnings

Article BriefKey Takeaways5 points30s read01The test-AMD's Q1 beat was strong, but investors now need proof that the company can turn…

2 months ago

ARM Stock’s New AI Test: Agentic AI CPUs

Article BriefKey Takeaways5 points30s read01The move-ARM sold off after a strong Q4 because supply and silicon execution now matter as…

2 months ago

Sandisk, Micron, AMD and AAOI Show AI Stock Risk

Article BriefKey Takeaways5 points30s read01The setup-AI infrastructure demand is real, but the biggest stock gains now require near-perfect execution.02The returns-SNDK,…

2 months ago

Intel Apple Chip Deal: Why INTC Surged 15%

Intel's Apple spike is not really a nostalgia trade. It is not a simple bet that Apple is about to…

2 months ago

Micron Stock: NVIDIA’s AI Memory Toll Booth

$746.81▲ +100.34 (+15.52%)Day Range$676.37 – $747.21Volume64.1MMarket statusU.S. regular session closed; snapshot as of May 8, 2026, 4:00 p.m. ET.NVIDIA read-throughNVDA…

2 months ago