Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM | QCOM Price Prediction) Investor Day on June 24, 2026 with a number designed to be repeated. Over $15 billion in annual data center AI chip sales by…
Apple (NASDAQ:AAPL | AAPL Price Prediction) shareholders woke up Thursday to find that the most valuable company in the world had been undone by something the size of a Tic Tac. A…
Memory chips are boring until they aren’t, and Wednesday afternoon they stopped being boring. Micron Technology (NASDAQ:MU | MU Price Prediction) guided fiscal fourth-quarter revenue to $50 billion, plus or minus $1…
Omor Ibne Ehsan The market has rarely seen a technological revolution like the one the artificial intelligence boom has unleashed. Semiconductor companies, in particular, have been rewarded at a pace few investors have ever witnessed. …
Rich Duprey Shares of ON Semiconductor (NASDAQ:ON | ON Price Prediction) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases…
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU | MU Price…
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 7% to $1,130 in early Friday trading. SanDisk (NASDAQ:SNDK) is slipping 7% to $2,176, while Western Digital (NASDAQ:WDC) is declining 6%…
Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on…
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU | MU Price Prediction) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle…
Apple (NASDAQ:AAPL | AAPL Price Prediction) just raised Mac and iPad prices by $100 to $300 depending on the device, and CNBC’s MacKenzie Sigalos framed the move as the first real crack…
Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) are down 6% in midday trading Thursday, last changing hands near $407 after closing at $434.06 on Wednesday. The slide stands out because…
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the…
Shares of Apple (NASDAQ:AAPL | AAPL Price Prediction) are down 6% in midday trading on Thursday, sitting near $274 after closing the prior session at $293. The slide is Apple stock’s sharpest…
Micron Technology (NASDAQ:MU | MU Price Prediction) had signed 16 long-term customer agreements, 14 of them locking in roughly $100 billion in minimum guaranteed revenue through 2030, and the stock was up…
Micron Technology (NASDAQ:MU | MU Price Prediction) has climbed from roughly $127.60 a year ago to past $1,048 as the AI memory cycle accelerated. After a blowout fiscal Q3, our proprietary model…
Vandita Jadeja 
