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What Is Micron Technology (MU) Up Against In The New AI Stock Race?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology (NasdaqGS:MU) sits at the center of a shift in AI market leadership as investors increasingly compare chipmakers with cloud hyperscalers like …

SiTime EVP Lionel Bonnot sells $1.09m in common stock

Lionel Bonnot, EVP at SiTime Corp (NASDAQ:SITM), sold 1,500 shares for $1.09 million on August 10, 2026, following a significant stock price increase. Despite the sale, Bonnot retains over 71,000 shares, including unvested units. This news follows SiTime's strong Q2 2026 earnings, increased revenue, …

Bragg Financial Advisors, Inc's Vishay Intertechnology Inc(VSH) Holding History

Bragg Financial Advisors, Inc holds 936,226 shares of Vishay Intertechnology Inc (VSH), valued at $50.35 million as of June 30, 2026, representing 1.35% of their portfolio. The firm has an estimated gain of $33.57 million on its VSH holdings, reflecting a 93.93% return since …

Tim Cook Warned of a "100-Year Flood" in Memory Chip Pricing on His Last Earnings Call. Should Apple Investors Be Worried About Margins?

Key Points Apple demonstrated robust growth and strong margins, with iPhone sales up 22% in the third quarter. Gross margins were wider in the quarter, but that included a tariff benefit. Management expects memory prices to continue rising and is planning price increases to …

Press Release: Valens Semiconductor Reports Strong Second Quarter 2026 Results and Raises Full-Year Revenue Guidance

Valens Semiconductor announced strong financial results for the second quarter of 2026, surpassing its own revenue guidance. The company reported record revenue and non-GAAP gross margin, leading to an increase in its full-year revenue outlook. These positive results highlight the company's strong performance and …

Anthropic reportedly in talks to buy AI startup Decart for $6B

[Data Science and Big Data Analytics concept. Analyst uses AI technology for Complex Data Analysis, Data mining, and Business analytics. Data flow,machine learning automation, and AI analytics system.] Khanchit Khirisutchalual * Anthropic (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]) is in talks to buy the artificial intelligence startup Decart …

Anthropic in talks to buy Decart AI, source says

By Sumedha Mukherjee Aug 12 (Reuters) - Anthropic is in talks to buy Nvidia-backed startup Decart AI, according to a source ‌familiar with the matter, as the Claude maker explores ‌acquisitions that could help it handle growing demand ahead of its public listing. Bloomberg …

Critical Manufacturing to Showcase MES-Powered Industrial Operations Platform for Intelligent Semiconductor Manufacturing at SEMICON Taiwan 2026

Critical Manufacturing will showcase its MES-Powered Industrial Operations Platform at SEMICON Taiwan from September 2-4, 2026, demonstrating how semiconductor manufacturers can transition to intelligent, AI-supported production. The platform aims to transform operational complexity into actionable intelligence by unifying execution, connectivity, analytics, and trusted AI, …

Gamco Investors boosts Broadcom stake, adding 6,223 shares

Gamco Investors, managed by Mario Gabelli, has increased its stake in Broadcom Inc. (AVGO) by adding 6,223 shares. TipRanks' AI Analyst, Spark, rates AVGO as "Outperform" due to strong profitability, free cash flow, and bullish AI-led guidance, despite weak technical momentum and high valuation. …

This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips

BEIJING — Yangtze Memory Technologies is rapidly gaining market share in a critical chip sector, according to Counterpoint Research. The company, also known as YMTC, landed in third place by shipments globally in the second quarter, behind South Korea's Samsung and SK hynix but …

Everspin Technologies | 3: Initial statement of beneficial ownership of securities- Choudhary Vikas

This document is an initial statement of beneficial ownership of securities for Vikas Choudhary in Everspin Technologies, filed as a Form 3. These filings are mandatory for new insiders of publicly traded companies to disclose their holdings.

TACU ETF Holdings List — AMEX:TACU

This article lists the top holdings of the T. Rowe Price Active Core U.S. Equity ETF (TACU) as of August 10, 2026. The ETF's portfolio includes major technology companies such as NVIDIA, Apple, Microsoft, Amazon, and Alphabet. The provided data details the weight, share …

Nvidia Q2 Earnings in 14 Days: What to Expect from NVDA Stock?

Alpha & Omega Semiconductor earnings beat by $0.11, revenue topped estimates

Alpha & Omega Semiconductor (NASDAQ: AOSL) reported better-than-expected Q4 earnings, with an EPS of $-0.13 against an analyst estimate of $-0.24, and revenue of $170.4M, surpassing the consensus of $168.03M. Despite the beat, the stock has seen a -6.43% decline in the last three …

It's one year to Intel becoming a 'US government company', what has this meant for the chip giant

One year ago, the US government acquired a 9.9% equity stake in Intel for $8.9 billion, making it the largest single shareholder in the chip giant. This move, part of a broader initiative to take equity positions in 30 publicly traded companies, aims to …

Anthropic Said in Talks to Buy Startup Decart for $6 Billion

(Bloomberg) -- Anthropic PBC is in talks to buy the artificial intelligence startup Decart AI for about $6 billion, according to people familiar with the matter. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates …

Belite Bio Reports Unaudited Second Quarter 2026 Financial Results and Provides a Corporate Update

Belite Bio, Inc U.S. Food and Drug Administration (FDA) accepted the New Drug Application (NDA) with Priority Review for tinlarebant for the treatment of Stargardt disease type 1 (STGD1); Prescription Drug User Fee Act (PDUFA) target action date of February 12, 2027 Company presented …

Arteris | 144: Notice of proposed sale of securities pursuant to Rule 144

This article is a notice of a proposed sale of securities by Arteris, filed pursuant to Rule 144. It indicates that the company is intending to sell securities as per regulatory requirements.

Analog Devices options suggest 5.8% move on Aug. 19 earnings

Analog Devices Inc. shares are predicted to move 5.8% based on options data when the company releases its earnings report on August 19. Historically, the stock has exceeded its options-implied move in six of the past eight earnings announcements. The largest divergence occurred in …

CoreWeave Has $104 Billion of Contracted Revenue and a $59 Billion Market Value

Key Points CoreWeave's revenue backlog reached about $104 billion at the end of June, up from $30.1 billion a year earlier. Second-quarter revenue rose 112% year over year to $2.6 billion, while the company's net loss widened to $626 million. Management raised its 2026 …

Verizon Teams Up With Nvidia, Lockheed Martin To Turn 5G Into A Drone-Tracking System

Verizon, in collaboration with Lockheed Martin, Nvidia, and other partners, demonstrated NetSense, a system using existing 5G infrastructure to detect, track, and monitor unmanned aircraft systems (UAS) in real time. This technology, which combines 5G spectrum with AI and RF technologies, is designed for …

Vishay Intertechnology declares $0.10 dividend

* Vishay Intertechnology (VSH [https://seekingalpha.com/symbol/VSH]) declares $0.10/share quarterly dividend [https://seekingalpha.com/pr/20617547-vishay-intertechnology-declares-quarterly-dividend], in line with previous. * Forward yield [https://seekingalpha.com/symbol/VSH/dividends/yield?source=news_bullet] 1.19% * Payable Sept. 24; for shareholders of record Sept. 10; ex-div Sept. 10. * See VSH Dividend Scorecard, Yield Chart, & Dividend Growth. [https://seekingalpha.com/symbol/VSH/dividends?source=news_bullet] MORE …

Rogers Corporation (ROG) Stock Forecasts

Argus has raised its target price for Rogers Corporation (ROG) to $142.00, citing the company's design, development, and manufacturing of engineered materials and components. The stock's current price is $138.58, indicating a potential upside based on this new target. The report provides a quantitative …

Rambus, Inc. (RMBS) Stock Forecasts

Argus has lowered its target price for Rambus, Inc. (RMBS) to $113.00, down from a previous estimate. Rambus is a semiconductor solutions provider specializing in high-speed, high-security computer chips and Silicon intellectual property. The current price of RMBS stock is $101.01.

Is Diodes Inc (DIOD) Overvalued After 3.8% Rally? GF Value Says

Diodes Inc (DIOD) recently saw its shares rally by 3.8% to $107.04, but GuruFocus's GF Value suggests the stock is significantly overvalued by 58.7%, with an estimated intrinsic value of $67.44. The company has a strong financial strength rating of 9/10 but a weak …

Vishay Intertechnology declares $0.10 dividend per share By Investing.com

Vishay Intertechnology, Inc. announced that its Board of Directors has declared a dividend of $0.10 per share for common and Class B common stock. The dividend is scheduled to be paid on September 24, 2026, to shareholders of record as of September 10, 2026. …

2303: Capacity Expansion And AI Photonics Progress Will Meet Measured Capital Returns

United Microelectronics' fair value has significantly increased to NT$129.34, driven by revised assumptions including higher revenue growth and future P/E expectations. The company is expanding cleanroom capacity in Singapore for silicon photonics and constructing a new fab in Taiwan to support long-term product plans. …

G Mining Ventures Reports Second Quarter 2026 Results – Strong Quarterly Free Cash Flow Reflects Solid Operational Performance

G Mining Ventures Corp. BROSSARD, Quebec, Aug. 12, 2026 (GLOBE NEWSWIRE) -- G Mining Ventures Corp. ("GMIN" or the "Corporation") (TSX: GMIN, OTCQX: GMINF) today reported its financial and operating results for the second quarter ended June 30, 2026. Unless otherwise indicated, all dollar …

Korean Stocks Rise 22% in 10 Days as Chip Rally Regains Steam

(Bloomberg) -- South Korean stocks climbed, putting the benchmark index on track to enter a technical bull market, as a global rebound in the AI trade fueled a rapid reversal from last month's historic rout. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping …

The 5 Most Interesting Analyst Questions From AMD’s Q2 Earnings Call

AMD's second quarter saw revenue and non-GAAP profit both exceed Wall Street expectations, yet the market reacted negatively. Management attributed the quarter's results to robust adoption of its EPYC server CPUs and Instinct accelerators, particularly within the data center segment, which now makes up …

United Microelectronics Corporation (UMC) Stock Price, News, Quote & History

ChipMOS TECHNOLOGIES Inc (IMOS) (Q2 2026) Earnings Call Highlights: Record Revenue and ... By GuruFocus

ChipMOS TECHNOLOGIES Inc. reported record revenue for Q2 2026, reaching TWD7,383 million, the highest since 2014, and significantly improved gross margins and net earnings. The company saw strong growth in memory products and is expanding into high-growth areas like silicon photonics and AI ASIC …

U.S. Semiconductor Stocks Rebound as AI Demand Fears Ease

Cerebras shares plummet 16% after results fail to impress investors

Akash Palkhiwala Sells 2,500 Shares of Qualcomm (NASDAQ:QCOM) Stock

Akash Palkhiwala, EVP of Qualcomm, sold 2,500 shares of QCOM stock for approximately $408,150 on August 12, 2026, under a pre-arranged Rule 10b5-1 plan. This transaction reduced his holding to 20,684 shares. Despite a recent slight EPS miss, analysts maintain a consensus "Hold" rating …

Nvidia-Backed AI Infrastructure Financing Push Could Be A Game Changer For BlackRock (BLK)

Nvidia and a group of major financial firms, including BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs and KKR, recently signed memorandums of understanding to mobilize over US$500 billion of third-party capital for AI infrastructure, reframing data centers and compute hardware as long-life assets financed through …