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SK Hynix plans to repurchase and cancel shares to narrow its valuation discount against Micron, helping alleviate market concerns over a potential slowdown in the broader artificial intelligence spen…
Cisco stock fell 7% despite an EPS/revenue beat, as gross margin compression from AI hardware mix overshadowed strong FY2026 AI order growth of $9.3B and raised guidance. Analysts split on margin ris…
Vertiv (VRT) stock fell 27.9% in July amid broader AI stock sell-off despite solid Q2 earnings; revenue miss due to timing, not demand, with improved full-year guidance suggesting rebound potential.
Micron shares fell 28.7% in July amid AI-hardware valuation fears, weak SK Hynix earnings, rising Chinese memory-chip competition, and oil-driven inflation worries from the Iran conflict, pressuring …
Sandisk shares dropped ~7% as fiscal Q1 guidance missed elevated expectations, despite a strong Q4 beat driven by AI data center demand and a new $14B buyback.
Memory stocks WDC and SNDK plunged despite beating Q4 estimates, as guidance fell short of sky-high expectations from massive YTD rallies (469% and 202%). Micron and Seagate also dropped in sympathy,…
Reported U.S./FCC draft ban on Chinese optical transceivers sparked a rally in optics makers Applied Optoelectronics, Coherent, and Lumentum, boosting broader tech sentiment and lifting the NASDAQ 10…
Barclays upgraded Lumentum to Overweight with a $1,000 price target, citing renewed confidence in AI-related optical component demand after a recent pullback.
NVIDIA shares rose 1.77%, indicating modest positive market sentiment but lacking further detail for stronger trading conviction.
Intraday quotes show NVIDIA down 0.82% and Microsoft up 0.18%, suggesting minor profit-taking for NVDA and stability for MSFT.