Technology ❯ Artificial Intelligence

AI Demand

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Micron Posts Record $54.2 Billion Quarter After Signing 26 Multi‑Year AI Memory Deals

The agreements raise revenue visibility because hyperscale demand for high‑bandwidth memory outpaces industry production through fiscal 2027–2028.

Evercore Upgrades Ciena to Outperform and Raises Price Target to $550

Dell Hits Record Share Prices After RBC Starts Coverage With $640 Target

SK Hynix Eyes Miyagi Fab to Expand AI Memory Production

AMD Repriced Higher as Analysts Lift Targets and Commercial AI Deals Firm Up

SK Hynix ADR Debut Pushes Stocks Toward Records

SK hynix Files for Massive Nasdaq ADS Offering to Fund AI Memory Buildout

Micron Locks Multi‑Year Deals After Blockbuster Quarter

Microsoft Shares Fall After Strong Quarter as Investors Question AI Infrastructure Payoff

Singapore Posts Strong Q1 Growth Driven by AI-Linked Exports

Intel Rebounds After Five‑Day Slide as Analysts Raise Price Targets

AI Memory Crunch Deepens as Prices Soar and Shortage Timeline Extends to 2028

AI Boom Powers Breakneck Rally Across Chip Stocks as SOX Jumps 50%

Nebius Heads Into Q1 Report With Shares Near Highs and a $46 Billion Backlog

AMD Q1 Due Tuesday With Street Expecting 33% Growth

Oracle’s AI Buildout Gets Fresh Tailwind With $1.65 Billion Datapod Deal and Bullish Analyst Support

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

Micron Lifted as Analysts See Q2 Memory Price Surge on AI Shortage

SK Hynix Files Record $8 Billion Order for ASML EUV Tools for 2027 Delivery

Applied Materials Raises Outlook on AI-Fueled Demand; Shares Jump