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

Executives say supply will trail AI demand beyond 2026, reinforcing pricing leverage.

Lockheed Martin Shares Hit 52-Week High as Street Splits on 2026 Outlook

Netflix Earnings Tuesday Put Margins and Warner Bros. Bid in Spotlight

Vistra Rallies on 20-Year Meta Nuclear Pact as Financing and Gas Deal Advance

Rivian Slumps After UBS and Wolfe Downgrades on Cash Burn and AI Hype Concerns

Micron Jumps 10% as Bernstein Lifts Target to $330 on AI-Led Memory Upswing

Applied Digital Secures $100 Million Macquarie Facility for AI Data-Center Development

Cisco Shares Set First Record in 25 Years on AI Infrastructure Momentum

Rubrik Shares Jump Up to 25% on Surprise Profit and Raised Outlook

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

Cramer Defends Amazon After Redburn Downgrade, Calling Pullback a Buying Opportunity

Ondas Acquires Sentrycs to Deepen Counter‑UAS Capabilities

Bloom Energy Shares Set Record High After Upsized $2.2 Billion Notes Deal

Analysts Reassess Salesforce After Dreamforce With Diverging Views on Agentforce

Oklo Pulls Back After Canaccord Starts Coverage With Buy and $175 Target

Cramer Elevates Jabil, Calling It “One of the Greatest Technology Companies”

BofA Starts Atlassian at Neutral, Flagging Questions on Post–Data Center Growth

Salesforce Touts 'Agentic Enterprise' Progress as It Launches Make-A-Wish Partnership

EU Accepts Microsoft Teams Remedies as Analysts Reaffirm AI Growth Case

Goldman Lifts SAP Stake as SmartRecruiters Acquisition Advances AI Recruiting