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3 ARTICLES

3d ago

TSMC Stock Doubles as Company Pushes Capacity Buildout to Serve Surging AI Demand

Management is moving 2026 spending to the high end and adding fabs and advanced packaging to address a multi‑year shortfall in chips for AI and high‑performance computing.

6 ARTICLES

4d ago

Adobe’s Strong Quarter Faces Scrutiny as CFO Exit and Freemium AI Push Rattle Investors

9 ARTICLES

5d ago

Applied Optoelectronics Faces Sharp Pullback as AI Demand Outstrips Factory Capacity

4 ARTICLES

last wk.

Casey’s Tops Q4 Estimates and Raises Dividend While Authorizing $1 Billion Buyback

4 ARTICLES

last wk.

Arista Seen as AI Networking Leader After Guidance Raises and Analyst Reassessments

11 ARTICLES

2w ago

Alphabet Raises $80 Billion to Accelerate AI Data‑Center Buildout

9 ARTICLES

2w ago

GitLab Beats Q1 Estimates and Cuts 14% of Staff to Rebuild for Agentic AI

3 ARTICLES

3w ago

SoFi Posts Strong Q1 Results and Rolls Out Bank‑Issued Stablecoin as Shares Lag

3 ARTICLES

3w ago

Vertiv Sets 20–22% Five‑Year Revenue Target After Analyst Day

4 ARTICLES

3w ago

Movado Posts Q1 Rebound and Raises Dividend as It Suspends Full-Year Guidance

8 ARTICLES

3w ago

Dycom Posts Surging Q1 Results, Raises Guidance and Moves to Buy NTI

9 ARTICLES

3w ago

BofA Lifts Apple Target to $380 on Bet That an Agentic Siri Could Drive Big Revenue

3 ARTICLES

4w ago

Coca-Cola Shares Hit Record High as Price Targets Climb

3 ARTICLES

last mo.

Home Depot Q1 Preview Puts Modest Sales Gains Up Against Margin Squeeze

10 ARTICLES

last mo.

Palantir Posts Soaring Q1 and Expands SAP Pact as Retail Investors Rotate Out

7 ARTICLES

last mo.

Ford Shares Jump on Launch of U.S.-Made Energy Storage Unit

3 ARTICLES

last mo.

Analog Devices Draws New Price-Target Hikes as Analysts Turn More Bullish

Stock Analysis

TSMC Stock Doubles as Company Pushes Capacity Buildout to Serve Surging AI Demand

Adobe’s Strong Quarter Faces Scrutiny as CFO Exit and Freemium AI Push Rattle Investors

Citi’s $710 Price Target Sends Applied Materials Stock Higher

Credo Completes DustPhotonics Deal and Tops Quarter, Prompting Analyst Upgrades

Lovesac Set to Report First-Quarter Results Before Market Open

Applied Optoelectronics Faces Sharp Pullback as AI Demand Outstrips Factory Capacity

Casey’s Tops Q4 Estimates and Raises Dividend While Authorizing $1 Billion Buyback

Arista Seen as AI Networking Leader After Guidance Raises and Analyst Reassessments

Alphabet Raises $80 Billion to Accelerate AI Data‑Center Buildout

GitLab Beats Q1 Estimates and Cuts 14% of Staff to Rebuild for Agentic AI

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Stock Analysis

SoFi Posts Strong Q1 Results and Rolls Out Bank‑Issued Stablecoin as Shares Lag

Vertiv Sets 20–22% Five‑Year Revenue Target After Analyst Day

Movado Posts Q1 Rebound and Raises Dividend as It Suspends Full-Year Guidance

Dycom Posts Surging Q1 Results, Raises Guidance and Moves to Buy NTI

BofA Lifts Apple Target to $380 on Bet That an Agentic Siri Could Drive Big Revenue

Coca-Cola Shares Hit Record High as Price Targets Climb

Home Depot Q1 Preview Puts Modest Sales Gains Up Against Margin Squeeze

Palantir Posts Soaring Q1 and Expands SAP Pact as Retail Investors Rotate Out

Ford Shares Jump on Launch of U.S.-Made Energy Storage Unit

Analog Devices Draws New Price-Target Hikes as Analysts Turn More Bullish

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Stock Analysis