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Micron Begins Large-Scale HBM4 Shipments Ahead of Plan, Lifting Shares

The company says demand far exceeds supply, with capacity largely committed into 2026.

Lattice Semiconductor Soars to Record on Upbeat Q1 Outlook Despite Profit Slump

Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out

USA Rare Earth Extends Rally on Venezuela Speculation

Broadcom’s AI Surge Builds $73 Billion Backlog as CFO Signals Margin Slip

Baidu Moves to Spin Off AI Chip Unit Kunlunxin With Confidential Hong Kong Filing

Fitch Affirms Iren’s BBB Rating as AI Pivot Targets $3.4 Billion ARR by 2026

Broadcom Slides on AI Margin Warning as Analysts Defend Backlog-Driven Growth

Cantor Upgrades SoundHound AI to Overweight With $15 Target Ahead of CES

Palantir Lands Roughly $448 Million U.S. Navy Deal as Valuation Debate Escalates

Astera Labs Wins $195 Price Target as Bulls Reassess After 40% Slide

Salesforce Steps Up AI Commercialization With Partner Expansion, Pricing Framework and Enterprise Deals

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Salesforce Demand Holds Up as Partners See No AI Losses, Cantor Reaffirms $325 Target

New Analyst Calls Split on Marvell’s AI Outlook, From Strong Buy to Hold

Strategy Halts Weekly Bitcoin Buys as MSCI Review Threatens Passive Selling

JPMorgan Warns Strategy Could Face Billions in Forced Selling as MSCI Weighs Index Ouster

Palantir Stock Falls After Blowout Quarter as Valuation Worries and Burry Bet Bite

PayPal Becomes First Wallet Inside ChatGPT as Q3 Beat Lifts Shares

Bloom Energy Soars to 52-Week High After Q3 Beat as AI Power Demand Accelerates