Super Micro, Dell Gain After Taiwan Probe Slump Extends
Super Micro Computer and Dell Technologies rebounded after a sharp Monday drop tied to a Taiwan probe, with AI server...
Semiconductors
Discover six Semiconductors-focused articles covering Nvidia, AMD, Intel and more to evaluate earnings, AI demand, and stock momentum for smarter wallets.
748 articlesMicron's Says This When Supply Could Improve for Memory
Memory markets have swung on supply timing. This article breaks down what micron's says this when means for pricing p...
Hidden Winners in the Trillion-Dollar Humanoid Boom
As humanoid robots scale from labs to factories, two equipment makers rise as the hidden winners in the trillion-doll...
Axcelis Stock After Doubling: Is It a Buy Right Now?
Axcelis Technologies has seen its stock surge this year, riding AI-chip demand. This guide breaks down what the compa...
Apple Just Raised Prices: The AI Stock Winner Today
Apple's latest price move spotlights a broader trend: AI-driven demand for memory chips. This piece explains how the ...
Analysts See 55% Upside in Seagate and Western Digital
Melius Research initiates Buy ratings on Seagate and Western Digital, signaling roughly 55% upside despite ongoing ch...
Micron Delivers What Might Drive the Best Quarter in 2026
A pivotal quarter could set the tone for Micron in 2026. This guide breaks down what happened, why it happened, and h...
Micron Stock Just Dropped: What Investors Should Know
Micron stock just dropped as traders weigh demand for memory parts against a backdrop of cyclical pricing. This artic...
Stock Crushing Nvidia's 2026: AMD Surges, Nvidia Stalls
In 2026, AMD has taken the lead in the chip market while Nvidia hasn’t kept pace. This piece breaks down why, what co...
Semiconductor Stocks Surging While Magnificent Seven Falter
Chipmakers race higher as AI demand drives gains in semiconductor stocks. The Magnificent Seven retreat, signaling a ...
Applied Materials Just Ripped 55% in a Month: Sell?
Applied Materials just ripped higher again, sparking a profit-taking debate as the stock taps fresh highs. This repor...
Citi Lifts SanDisk Target to $2,500, Bullish on Data Centers
Citigroup boosts its SanDisk price target to $2,500, arguing a multi-year datacenter expansion and a tighter NAND cyc...