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Aehr Test Systems Soars After Q4 Beat and $130–$150M FY2027 Guidance

Aehr says a record $100.6 million effective backlog and rising AI-processor demand justify a rapid scale-up that depends on outsourced manufacturing to turn orders into revenue.

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

Flex to Spin Off Cloud and Power Infrastructure Unit Into Separate Public Company

Navitas’ 110% Rally Puts a 74x Sales Valuation Under the Microscope

Rambus Sinks After In‑Line Q1 as Wide Q2 Outlook Disappoints

ASML Slides Over Past Month as TD Cowen Reaffirms Buy Rating and €1,500 Target

Micron Begins Large-Scale HBM4 Shipments Ahead of Plan, Lifting Shares

ASML Confirms AI-Fueled Upswing With Record Orders and Higher 2026 Outlook

SK Hynix Completes HBM4 Development, Readies First Mass-Production System