Semiconductors
Micron’s $819 Rebound Leaves a Bigger Question: Can a $33.5 Billion Quarter Justify the Premium?
The math is stark. Micron’s shares bounced 8.5% to €819.40 on Monday, clawing back a fraction of the 20% drubbing...
Chip Stocks Surge 15% as Nasdaq 100 Rebounds From Friday’s Rout; SpaceX IPO and Apple AI Loom Large
The Nasdaq 100 staged a sharp reversal on Monday, clawing back nearly 3% after a brutal selloff wiped almost 5%...
SanDisk’s Index Upgrade Adds Structural Support as Analysts Lift Price Target to $2,900
SanDisk is the subject of a rare double catalyst this week: an index reshuffling that will funnel fresh institutional buying...
TSMC’s AI Bet to Break the Capacity Bottleneck as Orders Stretch to 2028
TSMC is fighting fire with fire. As the world's largest contract chipmaker struggles to keep pace with insatiable demand for...
Ams Osram Refinances $750M High-Yield Note, Pivots to AI Photonics Amid Sector Selloff
The semiconductor sell-off that has gripped global markets did not spare Ams Osram, with its shares shedding roughly three percent...
AMD Stock: Short Interest Jumps 24% as Fundamentals and Analyst Targets Collide After Sector Rout
The AMD share price clawed back 2.24 percent to €413.60 on Monday, offering a modest reprieve after Friday's brutal 11...
Nvidia’s CEO Calls the Dip a ‘Discount’ as New PC Chip Takes Aim at Apple’s Turf
Jensen Huang is framing the recent selloff in semiconductor stocks as an opportunity rather than a warning. The Nvidia chief...
After a 12% Tumble, Micron’s HBM4 Lock-In Faces Its First Real Test
The message from last week's sector-wide shakeout was unmistakable: even the strongest quarterly numbers are no longer enough when expectations...
Micron’s HBM4 Triumph and the 12% Tumble: Why June 24 Will Settle the Score
An ironic drama unfolded on Friday for Micron Technology: Nvidia’s formal validation as a HBM4 supplier arrived earlier in the...
Broadcom’s Blockbuster Quarter Can’t Shake Fears Over Google’s Retreat and Steady AI Targets
Investors sent Broadcom shares into a steep tailspin last week, wiping out more than $300 billion in market value even...
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