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Stories from the archive
Memory and chip-equipment stocks crashed on AI glut fears while the Dow hit a record. The new supply lands in the 2030s — here is the math the selloff skipped.
Samsung Electronics Co., Ltd is seizing new opportunities in artificial intelligence. Samsung’s stock price hit a record high after recent talks that it
Apple stock steadies despite Berkshire’s $20M share sale, as investors eye its China AI deal with Alibaba, iPhone launch, and supply chain shifts. Can Apple regain momentum?
Broadcom stock analysis after Google, Anthropic and Meta AI chip deals. Q1 revenue $19.3B, AI revenue $8.4B, Q2 guide $22B, and the June 3 earnings test.
AMD stock price prediction from 2026 to 2030 based on MI450 launch, Helios rack-scale AI platform, 60%+ data center growth, and analyst price targets.
TSMC’s Q3 revenue exceeds expectations, driven by booming AI demand. The company’s pivotal role in semiconductor manufacturing supports growth, positioning TSMC for continued success in 2025.
Meta’s AI reorganization has triggered a market downturn, causing investor concern. The restructuring and potential executive departures raise questions about Meta’s long-term AI strategy and its impact on the tech sector.
Tesla drew the market's attention after JPMorgan upgraded TSLA, but the stock still fell as investors demanded proof on robotaxi, Optimus, and AI.
Micron stock surged 11% on May 5 and nearly 70% in a month. A sourced MU stock analysis on AI memory demand, valuation risk and what investors should do next.
ASML stock hits new heights as Q4 2025 net bookings double market forecasts. Discover how AI infrastructure demand and EUV lithography are driving record growth through 2026.
Google TurboQuant cuts AI memory 6x and boosts inference 8x. Micron down 24%, SK Hynix filing $14B US IPO. Morgan Stanley and BofA call it a buying…
Nvidia stock jumped 5% after the U.S. approved AI chip exports to China, resuming H20 GPU shipments. Learn how this strategic move impacts Nvidia's market position, geopolitical relations, and long-term growth in the AI sector.
