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Qualcomm Surges After Daiwa Upgrade, Extending AI-Fueled Rally

The call signals rising confidence in Qualcomm’s move beyond handsets into higher‑margin AI compute.

Apple Reportedly Taps Intel to Make Some Chips in Preliminary Manufacturing Deal

Micron Hits Seventh Straight Record as AI Memory Demand Powers Rally

Arm Reports Record Sales as AI Orders Top $2 Billion but Supply Falls Short

Big Tech Offers to Fund SK Hynix Fabs and EUV Gear to Secure AI Memory

Amazon Shares Hit Records as AWS Growth and AI Deals Validate $200 Billion Push

Analysts Tout TSMC and Broadcom as AI Demand Lifts Chip Stocks

Alpha & Omega Semiconductor Shares Sink After Below-Estimate Q4 Outlook

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AMD Soars on AI Beat as Arm Warns of Supply Limits for New AGI CPU

Himax Soars to Multi-Year High on Q1 Beat and Bullish Q2 Outlook

Apple Explores Intel and Samsung as U.S. Backup for Core Chips

Apple Explores Intel and Samsung for U.S. Chipmaking as AI Squeeze Grows

AI Chip Boom Lifts Global Markets as AMD Soars and Samsung Tops $1 Trillion

SanDisk Hits New Highs on Blowout Guidance and $42 Billion in Long-Term Deals

Skyworks Beats Q2 Estimates, Secures $1B-Plus Android Win, Lifts Outlook

Astera Labs Tops Q1 and Raises Q2 Outlook as Scorpio X AI Switch Ships

Sequans Halves Bitcoin Treasury as Q1 Revenue Slides and Losses Deepen

Nvidia Says Its China AI Market Share Has Fallen to Zero Under U.S. Export Curbs

Lam Research Shares Hit Record High on AI-Fueled Outlook

Adeia Reports Strong Q1, Reaffirms 2026 Outlook on AMD and Microsoft Licensing Deals