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Ambiq (AMBQ) Q2 2026 Earnings: Profit Per Share Clears Its Benchmark in the Latest Session; Trading-Day Reaction

What IREN's Microsoft Delivery Means for Its $9.7 Billion AI Pivot

Microsoft's acceptance of Horizon 1 gives IREN Limited IREN a tangible proof point in its effort to convert a five-year, $9.7 billion AI agreement into operating infrastructure. The milestone moves the Microsoft relationship beyond construction plans and contracted revenue expectations. That matters because IREN's …

Microsoft (MSFT) Just Moved, What Is Catching Investor Attention?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Azure and AI earnings reset the conversation around Microsoft stock Microsoft (MSFT) just reported quarterly results with Azure topping US$100b in annual revenue and …

Nvidia, AMD, Micron Lead Chip Stocks Selloff as Iran Tensions Rattle Markets

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) and other major semiconductor stocks dipped Tuesday as renewed uncertainty around U.S.-Iran negotiations pressured the broader market and weighed on technology shares. Nvidia fell about 2% after committing more than $100 billion in credit support for …

Micron Technology Inc (MU) weekly rally lifts shares to $971.66 close

The semiconductor stock’s trend remains active, but subaverage turnover and negative Market Dynamics leave confirmation less than clean.

Can STMicroelectronics Become a Bigger AI Datacenter Winner?

STMicroelectronics (STM) is experiencing significant growth in the AI datacenter market due to high demand for its optical connectivity and power-management solutions. The company's datacenter revenues are projected to exceed $1 billion in 2026 and potentially reach over $2 billion in 2027, driven by …

AMD hedge funds show split picture in Q2: big buys, full exits

[AMD headquarters in Santa Clara, California, USA] JHVEPhoto Hedge funds showed a mixed stance on Advanced Micro Devices (AMD [https://seekingalpha.com/symbol/AMD]) in the second quarter, with several major investors building new or larger positions while others cut exposure or exited the stock. The latest 13F …

Microchip Technology Inc. stock outperforms competitors despite losses on the day

Microchip Technology Inc. (MCHP) stock fell 2.58% to $78.19, breaking a two-day winning streak, despite a broader market decline with the S&P 500 Index and Dow Jones Industrial Average also experiencing losses. The company's stock still managed to outperform some competitors even with the …

Microsoft is Consolidating and Will Be More Expensive Soon, So I Keep Buying

Quick Read Microsoft's Azure surpassed $100 billion in annual revenue, grew 43% year-over-year, and is guided to roughly 45% growth next quarter. The OpenAI partnership, with IP rights through 2032 and $250 billion in contracted Azure services, gives MSFT a moat AMZN and GOOGL …

Multiplier-Less PFC Controller Boosts Energy Efficiency in Consumer Apps

STMicroelectronics has released the L6462A, a multiplier-less power-factor-correction (PFC) controller designed to reduce costs and improve energy efficiency in consumer applications. This controller is suitable for high-end battery chargers, power adapters, and power supplies up to 250W, meeting eco-design standards for devices like flat-panel …

Microsoft sees mixed hedge fund moves amid AI spending

[Microsoft software company] tupungato Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) saw mixed positioning among major hedge funds, as per their latest 13F filings, with several investors cutting or exiting the stock while others increased their holdings. The filings cover holdings as of June 30. TCI Fund Management, …

VTI is down 0.6% today, on MU stock price movement

Vanguard Total Stock Market Index Fund ETF (VTI) fell 0.6% today, primarily influenced by a 6.5% drop in Micron Technology (MU) stock. Other significant contributors to VTI's losses included major tech companies like NVIDIA (NVDA), Broadcom (AVGO), and Advanced Micro Devices (AMD). Additionally, the …

Allegro MicroSystems (NASDAQ:ALGM) Shares Down 9.6% - Here's Why

Will Micron Stock Jump Another 200% By 2027? History Has a Clear Answer

Micron Technology (NASDAQ:MU) has delivered eye-popping gains of more than 8x over the past year, driven by an incredible increase in the company's revenue and earnings amid a favorable memory pricing environment. However, investors have been booking profits in Micron stock lately. It has …

MVST Shareholder Alert: Investors With Losses May Seek to Lead the Class Action in Microvast Holdings, Inc. Securities Lawsuit - Contact The Gross Law Firm

The Gross Law Firm has issued a shareholder alert for investors of Microvast Holdings, Inc. (NASDAQ: MVST) who incurred losses during the class period of April 1, 2025, to March 16, 2026. The lawsuit alleges that Microvast made materially false and misleading statements regarding …

Microsoft Stock Leads 3 AI Infrastructure Picks Backed by Cloud and Chip Spending

Why Micron Stock and Its Memory Peers Are Falling

Micron stock and other memory-chip companies were dropping on concerns about higher borrowing costs. Continue Reading

Advanced Micro Devices Inc Stock (AMD) Opened Down by 3.06% on Aug 18: What Investors Need To Know

SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Microvast Holdings, Inc. (MVST)

Bernstein Liebhard LLP has announced a securities fraud class action lawsuit against Microvast Holdings, Inc. (NASDAQ: MVST) on behalf of investors who purchased shares between April 1, 2025, and March 16, 2026. The lawsuit alleges that Microvast made false and misleading statements about its …

MU Stock Slides As Netlist Patent Fight Hits DDR5 Outlook

Micron Technology Inc. (MU) stock is experiencing a significant downturn, sliding over 5% due to weakening memory-chip demand, pricing pressures, and a new patent infringement lawsuit filed by Netlist. Netlist's actions target Micron's DDR5 RDIMM/MRDIMM technology, potentially leading to exclusion orders on key memory …

Microsoft Corporation (MSFT) Valuation Hits Decade Lows as AI Disruption and Spending Fears Weigh on Shares

Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital …

LitePoint Collaborates with STMicroelectronics to Validate Next-Generation UWB Technology

LitePoint's IQgig-UWB+™ Test System validates PHY-layer compliance and performance of STMicroelectronics' ST64UWB chip family for emerging IEEE 802.15.4ab standard SAN JOSE, Calif., August 18, 2026--(BUSINESS WIRE)--LitePoint, a leading provider of communication test solutions, today announced the successful validation of physical layer (PHY) performance for …

Bank of America raises Micron price target to $1,550

Bank of America reiterated a Buy rating on Micron Technology on Monday and raised its price target to $1,550 from $1,250, pointing to SanDisk's recent investor day as evidence that the memory chip industry may be entering a more durable, less cyclical phase. Bank …

Why Micron, SK Hynix, and Other Memory Stocks Are Falling

Micron Technology stock experienced a decline on Tuesday, tracking a broader downward trend in semiconductor stocks. This dip is attributed to rising bond yields. Despite the recent fall, Micron Technology's stock had more than tripled earlier this year.

Why Alphabet and Microsoft Suffer Less If AI CapEx Goes Wrong

Quick Read MSFT funded its AI buildout from operations while GOOGL nearly doubled long-term debt to $98B, making Microsoft's balance sheet far more resilient in a slowdown. Alphabet's proprietary TPU stack cuts silicon costs below GPU-dependent rivals, but its 82% Cloud growth must hold …

MU Stock Slides As Netlist Patent Fight Rattles Traders

Micron Technology Inc. (MU) stock is sliding due to new patent infringement lawsuits from Netlist concerning DDR5 server memory, creating significant operational risk for Micron. Despite strong financial fundamentals, traders are reacting to the legal uncertainties and sustained selling pressure, which could lead to …

Microsoft-Backed OpenAI Rolls Out 'ChatGPT for Teens' With New Safety Protections

OpenAI, backed by Microsoft, has launched "ChatGPT for Teens" featuring enhanced safety protections and parental controls. This initiative aims to provide a safer generative AI experience for younger users. The new version incorporates stronger guardrails to ensure appropriate content and interactions for its teenage …

MSFT Stock Holds Up Amid US-Iran Geopolitical Jitters: Retail Calls It ‘Safest Earnings Play’

Shanghai Fudan Microelectronics Group (SEHK:1385) Stock Rebounds As One Off Gain Clouds Margins

Micron Vs. SK Hynix: The Newcomer is a Legitimate Threat

Quick Read Micron (MU) has already shipped over $1 billion in HBM4 revenue with its ramp tracking twice as fast as HBM3E, directly threatening SK Hynix (HXSCL). Micron's 16 take-or-pay agreements represent ~$100 billion in floor-price revenue, with Mehrotra projecting margins above prior peak …

Netwrix Extends Identity Security to AI Agents in Microsoft Entra ID

Latest releases of Netwrix PingCastle and Netwrix Threat Manager add visibility into AI agent identities, expand Entra ID risk coverage to over 100 risk checks, and introduce threat detection for Azure Files FRISCO, Texas, Aug. 18, 2026 /PRNewswire/ -- Netwrix, a recognized leader in …

FurtherAI Now Available in the Microsoft Marketplace

FurtherAI Microsoft customers worldwide can now discover and deploy FurtherAI, the Agentic Workspace for Insurance, through Microsoft Marketplace, accessing trusted solutions that accelerate innovation and business transformation with unified integration across Microsoft products. San Francisco, CA, Aug. 18, 2026 (GLOBE NEWSWIRE) -- FurtherAI, the …

Eastwall Ranks No. 117 on the 2026 Inc. 5000 with Three-Year Revenue Growth of More Than 2,400%

Top Microsoft partner and services firm places among the top 3% of America's fastest-growing private companies and ranks No. 6 in IT Services nationally in its first year of eligibility DENVER, Aug. 18, 2026 /PRNewswire/ -- On August 11, 2026, Inc. revealed that Eastwall …

Analyst issues new Micron stock price target

MVIS Plummets Over 20%: D. Boral Capital Downgrades The Stock Citing Revenue Uncertainty And Wider Q4 Loss

Situational Awareness 13F: Micron and Sandisk dominated fund before July collapse

Leopold Aschenbrenner's hedge fund, Situational Awareness, held more than half its portfolio in Sandisk and Micron Technology stock at the end of June, just before both positions collapsed in July, according to a 13F regulatory filing released last Friday, according to CNBC. Sandisk topped …