AMD (AMD) Out Earns Intel (INTC) in Data Center, and Just Out of Curiosity What It Means
AMD's data center revenue just topped Intel's for the first time, with shares near 558 dollars and a …
Dave Jimenez5 min read
semiconductor stocks
Dave Jimenez5 min read
Micron (MU) Stock Faces Bombshell New Lawsuit
Micron shares dropped sharply after a class action lawsuit accused it, Samsung, and SK Hynix of restricting memory …
Alana Hill3 min read
Chip Sector Whipsaws as Investors Await Micron Earnings
Micron Technology reports third quarter earnings Wednesday with analysts forecasting profit growth above 1,000% and revenue up nearly …
Nicholas Weiss5 min read
AI Stocks Are Plummeting but Is AI to Blame
AI chipmaker stocks fell sharply on Tuesday, with Micron and Sandisk each dropping over 10%. Despite massive year …
Dave Jimenez5 min read
Samsung Electronics Buyback Plan Worth 90 Trillion Won
Samsung Electronics is planning a $58.61 billion share buyback program, timed alongside a stock bonus agreement with its …
Alana Hill4 min read
Micron Earnings Loom Large as AI Fears Grow
Micron Technology reports fiscal Q3 earnings with consensus estimates pointing to $23.8 billion in net income and 283% …
Dave Jimenez5 min read
SK Hynix Pursues 2026 Nasdaq Listing
SK Hynix filed with the SEC to raise roughly $29.65 billion through a Nasdaq ADR listing, a deal …
Nicholas Weiss5 min read
Cerebras Earnings Beat But Stock Falls
Cerebras posted Q1 revenue of $193.4 million, a $10 million beat, yet shares plunged 15% after the company …
Alana Hill5 min read
Memory Squeeze May Lift Micron Earnings Through 2028
Cantor Fitzgerald's CJ Muse argues the memory cycle peak is further out than most investors model, with supply …
Alana Hill5 min read
Super Micro Computer Hits Its Best Valuation in 18 Months
Supermicro trades below 10x fiscal 2027 earnings after a $7 billion equity raise triggered a selloff. Revenue is …
Nicholas Weiss6 min read
NXP Semiconductors, Universal Display Shares Fall
SK Hynix's HBM4 production slowdown rattled AI and memory stocks, but the underlying data shows a margin optimization …
Nicholas Weiss5 min read