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Market Analysis

AI Data‑Center Spending Sends Nvidia and Memory Names Higher as HBM Shortages and Broadcom Guidance Roil Markets

Wall Street is repricing chip makers; near‑term direction depends on memory supply confirmations and Micron’s June 24 earnings.

Intel Joins Musk’s Terafab as Shares Hit Five-Year High

Foxconn Q1 Revenue Jumps 30% as AI Server Demand Surges

Nvidia to Supply 1GW of Vera Rubin to Thinking Machines in Multiyear Deal With Equity Investment

Micron Wins Wave of Upgrades on Record Quarter as AI Memory Sells Out Through 2026

Plug Power Raises $370 Million in Warrant Deal With Potential for $1.4 Billion More