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Semiconductor stocks rallied as falling Treasury yields, declining oil prices, and Nvidia CEO Jensen Huang's reaffirmed $3T–$4T AI infrastructure projection buoyed sentiment. The positive macro backd…
Semiconductor stocks surged as declining Treasury yields, falling oil prices, and robust AI demand boosted market sentiment. Nvidia CEO Jensen Huang reaffirmed projections of $3 trillion to $4 trilli…
Apple surged 3.56% to record highs following the debut of its first foldable, the iPhone Duo, alongside robust Q3 revenue of $109 billion. Supported by a 2.5-billion device installed base and a $30 b…
Major US stock indexes rallied Friday despite slightly hotter-than-expected CPI inflation data. Tech sentiment improved as Nvidia rebounded from a three-day losing streak, while positive earnings mov…
Memory and AI-related hardware stocks surged, defying broader S&P 500 declines driven by stronger-than-expected jobs data and interest rate concerns. The semiconductor sector index climbed over 3%, s…
US stocks closed higher on Tuesday, driven by semiconductor strength ahead of Nvidia's upcoming earnings report. The Dow Jones and S&P 500 both added 0.3%, while the Nasdaq Composite led gains, risin…
TSMC projects robust quarterly EPS growth of 52.4% and revenue expansion of 37.6%, driven by soaring semiconductor demand. Holding a Zacks #1 Strong Buy rank and positive estimate revisions, TSMC's s…
The Dow Jones declines while the tech-heavy Nasdaq climbs, boosted by strong rallies in memory chipmakers Micron and Sandisk.
SiTime (SITM) reported explosive Q2 growth (revenue up 127% YoY) driven by AI data center demand, optical modules, and hyperscaler synchronization needs, plus a transformative Renesas timing acquisit…
CrowdStrike (CRWD) stock has surged over 90% in 2026 on strong Q1 results and AI-driven cybersecurity demand ahead of its Aug. 26 earnings report. META was mentioned only as one of the AI labs testin…
Microsoft beat consensus with 18% YoY sales growth and 23% YoY earnings growth. Intelligent Cloud revenue hit $39.3B, up 32% YoY, with Copilot surpassing 30 million paid seats, signaling strong AI-dr…
Cava, Super Micro, and CoreWeave rally on strong sales/AI demand outlooks. CoreWeave's booming AI revenue and Nebius earnings signal robust AI infrastructure spending, lifting broader tech sentiment …
Tech, chip, and software stocks are surging in early August, with breadth data showing 93% of chip stocks higher. Meme stocks rally too, but Bitcoin lags, and 2021 comparisons hint at possible overex…
SanDisk's bullish 2026 Investor Day guidance sparked a memory/storage semiconductor rally, lifting Western Digital, Micron, SK Hynix, and Super Micro on strong AI-driven data center demand and margin…
TCW's Q2 2026 letter highlights KLA Corp as a new holding, citing strong semiconductor equipment demand, pricing power, and cash returns amid record S&P 500 highs driven by AI capital spending.
AI stocks rallied Wednesday led by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent posted earnings movers after hours, signaling continued strength in AI-related tech sector momentum.
Markets wavered amid Middle East peace talk optimism and subdued oil prices. Semiconductor stocks rallied, with Broadcom trending. Two newly public quantum computing firms, Quantinuum and Infleqtion,…
Q2 S&P 500 earnings surge 50% YoY, led by AI-driven growth. Key AI plays CoreWeave, Supermicro, and Applied Materials report this week, testing sector momentum.
Nvidia consolidates after a 12% weekly rally, forming a base amid strong AI-related earnings from AMD, Alphabet, Amazon and Microsoft. Market cap hits $5.4 trillion, reclaiming top valuation status.
Dan Niles turns bullish on Microsoft after Situational Awareness fund's exit eased AI pullback fears. Azure growth accelerated to 43%, with diversified demand beyond OpenAI and strong bookings growth…