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Western Digital Hits Record High After Morgan Stanley Lifts Price Target to $650

Analysts say rising AI and hyperscaler storage demand could tighten supply and boost HDD pricing and margins.

Apple Taps Google’s Gemini to Power New Siri and Apple Intelligence

Olin and Huntsman Announce All‑Stock Merger to Form OlinHuntsman

Navitas Stock Plummets as Jobs Report Reignites Rate Fears

HPE Posts Record Q2 Revenue and Triggers Broad Analyst Upgrades

Merlin Clears Critical Design Review for C-130J Autonomy Program

Coherent Rerated as AI Infrastructure Play After Q3 Beat and Reported Nvidia Investment

Bank of America Raises Dell Price Target to $280 Ahead of May 28 Earnings

ASML Says First High‑NA Chips Are Weeks Away as Customers Split Over $400M Tool Cost

Archer Aviation Beats Q1 Loss Estimates as It Maps 2026 Air‑Taxi Debut

Rackspace Soars After Revenue Beat and AMD AI Cloud MOU

MP Materials Beats Q1 Forecasts With Record NdPr Output as Shares Swing

JFrog Surges After Q1 Beat and Guidance Hike as Cloud Tops Half of Sales

FuelCell Energy Soars to 52-Week High on AI Data Center Power Hopes

Starboard Reveals Big Dynatrace Stake, Urges Bigger Buybacks

CrowdStrike Launches Project QuiltWorks to Fix AI-Discovered Software Risks

BWX Technologies to Buy Precision Components Group to Expand U.S. Nuclear Manufacturing

Northrop Grumman Q1 Preview Puts Margin Recovery to the Test

Morgan Stanley Raises Amazon Target to $300 After Globalstar Deal

Aehr Test Systems Wins $41 Million Follow-On Order From Hyperscale Cloud Customer