#AI chips

Micron reports fiscal Q3 on June 24. Why Wall Street doubled its price targets on a triple-digit DRAM surge — and what the print must deliver to justify it.

Entegris and KLA jumped as the semiconductor-equipment complex ripped. Why the deepest layer of the AI trade is booming — and the catch after the run.

Cerebras reports its first results as a public company on June 23. The per-share loss matters less than its $24.6B backlog and ~86% UAE revenue mix.

Nvidia and SK hynix signed a multiyear HBM4 memory pact for Vera Rubin. Why memory is AI's real bottleneck — and what it means for NVDA and Micron (MU).

Google reportedly ordered 3 million TPUs from Intel for 2028 and Nvidia is testing 18A. What the foundry wins mean for INTC stock — and the valuation gap.

Onto Innovation is an AI chip infrastructure stock tied to metrology, inspection, HBM packaging, and gate-all-around process control.

Oracle wants to own AI cloud capacity. Broadcom wants to tax custom silicon. Here is the ORCL vs AVGO setup before June earnings.

AMD stock reopens after Memorial Day with a new test: whether Venice, Helios and AI racks can justify the post-earnings re-rating.

Broadcom stock faces a Tuesday open test after the holiday. AVGO must prove it still beats Nvidia, Marvell and other AI alternatives.

Nvidia reports Q1 FY2027 today. The real test is not only revenue, but AI demand, bottlenecks, financing and customer ROI.

Broadcom stock faces a new 2026 test: whether AVGO's gigawatt AI deals deserve software-like valuation or a hardware-cycle discount.

Cerebras priced CBRS at $185, opened at $350, then cooled. Here is the real AI-chip bull case, the risks, and what investors should watch next.

Intel's 18A ramp is now an economic test: Foundry revenue is rising, losses remain heavy, and external customers still need proof.

Nvidia fell on 4 of its last 5 earnings beats. The May 20 Q1 FY27 print won't move the stock — only a Q2 guide above $86B will. Here's the math.

Micron tops the trending stock charts on May 11, 2026, ahead of Nvidia and AMD. HBM4 ramp, surging DRAM contracts, and a structural shortage explain why.

NVIDIA's AI GPUs need more HBM, DRAM and storage. Micron is feeding that demand, and its Q2 numbers show why MU has become an AI profit pool.

Intel's Apple chip rally is really a foundry credibility test. Here is what the reported deal means for INTC stock, Apple, TSMC and investors.

AMD Q1 2026 earnings analysis: revenue $10.3B, EPS $1.37, Data Center +57%, record free cash flow and Q2 guide of $11.2B.

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.

The share price of Nvidia has not endured immense negative pressure. It was the Trump administration that pulled out a whole suite of regulations that

SK Group chairman Chey Tae-won says global chip wafer shortages may persist until 2030 due to rising AI demand, as SK Hynix explores strategies to stabilize memory prices.

China’s second-largest chipmaker Hua Hong is preparing to launch 7 nm chip production in Shanghai, marking a significant step in the country’s effort to strengthen domestic semiconductor manufacturing.

Shares of Micron Technology rose 5.08% on March 13, 2026, as opposed to wider market fall. As rising oil prices put pressure on stocks, the S&P 500

Broadcom wins in the competition of AI compared to Nvidia. Stocks of companies dealing with AI infrastructure still enjoy the interest of investors