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A series filings reveal the massive stakes tech giants Nvidia and Alphabet and mega investors Peter Thiel have in SpaceX. Continue Reading
Nvidia stock was edging up early Monday. Shareholders might be reassured the chip maker is moderating its financial support for ChatGPT-developer OpenAI and its huge data-center investments. The shares were up 0.7% in premarket trading. Continue Reading
Lumentum Holdings reported strong fiscal Q4 results, with revenue up 109% and adjusted EPS jumping 267%, driven by high demand for AI infrastructure. The company has a strategic $2 billion partnership with Nvidia, highlighting momentum in 1.6T transceivers. While Lumentum shows significant growth potential, …
Aug 17 (Reuters) - Nvidia will invest $1.5 billion in SoftBank-backed SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data center developer for OpenAI. The deal is the latest where Nvidia is …
NVIDIA has partnered with SB Energy to secure land, power, and shell capacity at the PORTS-Pike Technology Campus in Ohio, where OpenAI will be the customer for NVIDIA AI compute. NVIDIA will invest $1.5 billion in SB Energy to support this development, which aims …
Micron Technology (MU) is experiencing significant upward momentum, trading up 3.12% due to robust AI-chip demand and optimistic memory pricing. Analyst firms like New Street Research and UBS have issued aggressive "Buy" ratings and high price targets, citing tight high-bandwidth memory (HBM) supply and …
How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries. FOMO, or the fear of missing out, also plays a role in …
This article first appeared on GuruFocus. The chipmaker Intel Corp. (INTC, Financials), seeking to restore its foundry division may be showing actual indications of improvement after raising $23 billion this week.GF Securities said the offering appears constructive on the back of rising yields, more …
This article first appeared on GuruFocus. IBM (NYSE:IBM) is deepening its push into artificial-intelligence infrastructure with a $240 million multi-year deal to build a massive Nvidia-powered inference cluster for Together AI. The agreement gives IBM Cloud a high-profile AI workload while strengthening Nvidia's position …
This article first appeared on GuruFocus. Intel (NASDAQ:INTC) is raising substantially more capital than initially planned, upsizing its stock offering to $20 billion as the chipmaker races to fund an expensive manufacturing and AI turnaround. The deal strengthens Intel's balance sheet and gives it …
Stifel has reiterated a Buy rating on Semtech Corp. (NASDAQ:SMTC) with a price target of $188, anticipating revenue outperformance driven by strong demand in AI infrastructure. The firm expects Semtech's July and October quarter revenues to exceed estimates, supported by accelerating 800G and 1.6T …
Cantor Fitzgerald has reiterated its "Overweight" rating for Microchip Technology (MCHP) and maintained a $125 price target, indicating a 57.89% potential upside. Despite some recent target reductions from other firms, the overall analyst sentiment remains positive with a "Moderate Buy" consensus. Microchip Technology recently …
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is moving beyond its traditional role as a chip supplier by helping customers finance the enormous cost of building AI infrastructure. The shift is important because AI data centers require billions of dollars before they can …
STMicroelectronics International NV STMicroelectronics announces status of common share repurchase program Disclosure of Transactions in Own Shares – Period from August 10, 2026 to August 14, 2026 AMSTERDAM – August 17, 2026 -- STMicroelectronics N.V. (the "Company" or "STMicroelectronics"), a global semiconductor leader serving …
Micron Technology was gaining early on Monday. Renewed momentum for the memory-chip trade might be boosted by the Trump administration’s rejection of Chinese hardware. Micron shares were up 3.5% at $1,005.65 in premarket trading. Continue Reading
Micron Technology (MU) is experiencing a bullish trend driven by strong AI memory demand, leading to significant target upgrades from analysts. New Street Research set a $1,250 target, while UBS raised its target to an aggressive $1,625, citing tight high-bandwidth memory supply and strong …
Nvidia has revised its financial commitment to a planned OpenAI data center campus in Ohio, reducing its proposed backstop from $250 billion to less than $120 billion, according to The Wall Street Journal. The chipmaker and OpenAI were nearing a deal that could be …
ON Semiconductor (ON) expects its AI data-center power revenue to double to over $500M by 2026, driven by increased voltage demand and exposure to AWS and NVIDIA. The company has also cleared a regulatory hurdle (FTC HSR waiting period) for its planned merger with …
SiTime (SITM) has emerged as a significant player in the AI infrastructure space, with its Q2 2026 earnings dramatically exceeding expectations due to its specialized timing devices used in AI data centers. This success highlights a broader trend where "enabling technology" firms, like FormFactor …
Northland upgraded Astera Labs (NASDAQ:ALAB) to Outperform from Market Perform, setting a price target of $350 due to an anticipated extended AI infrastructure spending cycle and positive earnings revisions. The firm highlighted Astera Labs' strong position in AI infrastructure signal conditioning and its significant …
Analog Devices, Inc. is projected to report earnings of $3.33 per share. This information is part of an earnings preview, indicating an upcoming financial disclosure from the company. The article suggests readers can access full details through a subscription service.
Skyworks Solutions stock closed at $69.62 on August 14, 2026, trading below the average analyst price target of $74.22. This target, based on 23 analyst reports, suggests a modest upside of 6.61% for the company's shares. Institutional interest, including a new investment by Alberta …
Nvidia (NVDA) is expected to post strong fiscal second-quarter results, but investors are likely to PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have …
Plato Investment Management Ltd recently acquired 13,690 shares of Tower Semiconductor Ltd. (NASDAQ:TSEM) valued at approximately $3.49 million, contributing to the 70.51% institutional ownership of the company. Tower Semiconductor reported strong Q2 earnings, beating consensus estimates, with revenue up 23.7% year-over-year. Analysts maintain a …
Quick Read Musk identified memory as his AI compute ceiling rather than power or GPUs, spotlighting Micron (MU) as the sole U.S.-based HBM maker among just three global suppliers. On SpaceX's (SPCX) earnings call, Musk said memory demand grows 200% annually against 20% supply …
On Monday, stocks like SpaceX and Micron Tech experienced rallies, while Dell Inc. saw a decline. The article highlights significant stock movers across mega-cap, large-cap, mid-cap, and small-cap categories, detailing their performance percentages. It notes that this article was generated with AI support and …
Reddit S&P 500 inclusion sends RDDT stock higher. Photo by BeInCrypto As an AI-fueled supply squeeze grips copper, Freeport-McMoRan (FCX) is emerging as the standout among copper stocks. The largest US copper miner trades near $66.50 after a sharp year-to-date run, its chart is …
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