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Technology Stocks

Credo Lifts Outlook After Tripling Sales as AI Data-Center Demand Accelerates

Strong guidance points to sustained AI data-center demand.

Micron’s HBM Edge Drives Bull Case as Stock Soars and Valuation Stays Low

SanDisk Extends 2026 Rally on AI Storage Boom and Tight NAND Pricing

Nvidia’s Rubin Enters Production as Backlog Tops $500 Billion, China Pauses Some H200 Orders

Nvidia’s AI Lead Faces Fresh Tests as Rubin Enters Production and Wall Street Stays Bullish

Analysts Lift Micron Targets On Sold-Out 2026 HBM

ARK Invest Trims Palantir by $10.4 Million, Buys Broadcom and Boosts eVTOL Bets

Cramer Names Sandisk Top Performer as AI Demand Fuels Post-Spin Surge

Micron Climbs as UBS and Piper Lift Price Targets to $400 on AI-Driven Memory Squeeze

AMD Pushes Into AI Infrastructure With CES Launches and Aggressive Targets

AI Sets 2026 Market Tone: Upgrades, ETF Inflows and Big Orders Confront Bubble Warnings

AI-Fueled Memory Squeeze Triggers Steep Q1 Price Hikes and Windfall Profits

Dow Hits New High as Markets Look Past Venezuela Raid and Oil Pulls Back

AI Spending Surges Into 2026 as Nvidia Signals Relentless Demand

Palantir Slides to Start 2026 as Investors Rotate to Chip Stocks

Micron’s Rally Draws Fresh Wall Street Upgrades as Shares Ease From Late-December Highs

Palantir’s AIP Boom Lifts Outlook as Wall Street Splits Over Sky-High Valuation

Strategy Adds $109 Million in Bitcoin, Lifting Holdings to 672,497 BTC

Nvidia Closes $5 Billion Intel Stake, Seals CPU–GPU Partnership

AMD Heads Into 2026 as a Credible AI Rival, With Big Deals and Bigger Execution Tests Ahead