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Semiconductors

Micron Rally Faces a Reality Check Ahead of Sept. 30 Earnings

Wall Street is watching whether $100 billion of take‑or‑pay deals, early HBM4 sales and the December end to buyback limits will convert record quarterly results into durable 2027 guidance.

5 ARTICLES

3d ago

Broadcom Names Anthropic Its Next Major XPU Customer

49 ARTICLES

4d ago

Micron Says HBM Sold Out Through 2027 and Has Secured Roughly $100 Billion in Take‑or‑Pay Deals

4 ARTICLES

4d ago

SK Hynix Weighs U.S. Fab Options as Shares Jump on Intel Talks and Solidigm Report

10 ARTICLES

last wk.

Intel Rally Tests Valuation as Foundry Deals and Yields Become the Next Proof Point

13 ARTICLES

last wk.

Micron Rockets on AI Memory Sales as India Plant Starts Production Ahead of September 30 Report

14 ARTICLES

last wk.

Broadcom Stands by $115B/$230B AI Revenue Targets as Chip Stocks Slip

55 ARTICLES

last wk.

Micron Shares Slip After AI Leaders Urge Slower Model Build-Out

12 ARTICLES

last wk.

Broadcom’s AI Chip Sales Soar as Q4 Guidance Falls Short and Stock Wobbles

9 ARTICLES

2w ago

Marvell Raises Revenue Targets as Google Warrant Ties Long‑Term Upside to $120 Billion in Sales

35 ARTICLES

2w ago

Nvidia Reiterates 70% Growth as Broadcom Ships OpenAI XPU and AI Chip Demand Hits Supply Limits

21 ARTICLES

2w ago

Micron Posts Record Revenue and Guides Higher Ahead of September 30 Earnings

3 ARTICLES

2w ago

JPMorgan Starts SK Hynix at Overweight With $245 Target as Shares Fall

32 ARTICLES

2w ago

Chipmakers Commit to ASML High‑NA EUV, Back Shift to 12‑Inch Photomasks

17 ARTICLES

2w ago

Broadcom Reports Record $16.7 Billion AI Quarter as Investors Worry It Can Meet Demand

15 ARTICLES

2w ago

Nvidia Posts Record Quarter but Flags Rising Costs, Supply Limits and China Shortfall

18 ARTICLES

2w ago

Micron Reclaims $1,000 Share Price as Memory Prices Strengthen Ahead of Q4 Report

Semiconductors

Micron Rally Faces a Reality Check Ahead of Sept. 30 Earnings

Broadcom Names Anthropic Its Next Major XPU Customer

Micron Says HBM Sold Out Through 2027 and Has Secured Roughly $100 Billion in Take‑or‑Pay Deals

Michael Burry Boosts Shorts in Micron, Nebius, Palantir and SOXX

AMD Briefly Tops $1 Trillion After Five-Day AI-Driven Rally

Micron Guides to $50 Billion Quarter as AI Memory Surge Drives Record Margins

SK Hynix Weighs U.S. Fab Options as Shares Jump on Intel Talks and Solidigm Report

Intel Rally Tests Valuation as Foundry Deals and Yields Become the Next Proof Point

Micron Rockets on AI Memory Sales as India Plant Starts Production Ahead of September 30 Report

Broadcom Stands by $115B/$230B AI Revenue Targets as Chip Stocks Slip

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Semiconductors

Micron Shares Slip After AI Leaders Urge Slower Model Build-Out

Broadcom’s AI Chip Sales Soar as Q4 Guidance Falls Short and Stock Wobbles

Marvell Raises Revenue Targets as Google Warrant Ties Long‑Term Upside to $120 Billion in Sales

Nvidia Reiterates 70% Growth as Broadcom Ships OpenAI XPU and AI Chip Demand Hits Supply Limits

Micron Posts Record Revenue and Guides Higher Ahead of September 30 Earnings

JPMorgan Starts SK Hynix at Overweight With $245 Target as Shares Fall

Chipmakers Commit to ASML High‑NA EUV, Back Shift to 12‑Inch Photomasks

Broadcom Reports Record $16.7 Billion AI Quarter as Investors Worry It Can Meet Demand

Nvidia Posts Record Quarter but Flags Rising Costs, Supply Limits and China Shortfall

Micron Reclaims $1,000 Share Price as Memory Prices Strengthen Ahead of Q4 Report

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Semiconductors