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Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers…
AMD just locked in one of the most consequential deals in AI hardware history, and the terms suggest the company…
AMD is chasing a slice of a $200 billion AI accelerator market that NVIDIA currently dominates with 75% margins and…
Oil surging past key thresholds is putting the Fed's inflation calculus back in play, and a packed earnings slate from…
Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving…
Lisa Su inherited a company days away from irrelevance and turned it into an AI powerhouse challenging Nvidia. What her…
SK Hynix surged 14% Tuesday without a single company-specific headline, and the real test comes July 29 when its earnings…
Wall Street keeps punishing Broadcom while its cash registers keep ringing, and one investor believes the gap between those two…
AMD's two-day AI summit could jolt a sector that investors are losing their nerve on, but the real story has…
SanDisk, Western Digital, and Micron are surging for a second straight session as a Bank of America upgrade and a…
AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with…
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm…
Intel's stock has surged nearly 323% over the past year on a turnaround narrative, but the GAAP numbers behind that…
Memory stocks are staging a sharp Monday afternoon reversal after weeks of brutal selling across the chip complex, but the…
Nvidia just posted 85% revenue growth and raised its buyback to $80 billion, yet the stock sits 28% below its…
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