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SanDisk Hits All‑Time High on AI Storage Demand and Price‑Target Upgrades

Investors point to stronger AI-driven NAND demand as the main cause of the mid‑June breakout, setting up an August earnings report as the decisive test for whether gains hold.

Morgan Stanley Names UnitedHealth Top Pick Ahead of Earnings

TSMC Raises Outlook and Spending on AI Demand

Micron Draws New Target Hikes on AI Memory Boom as Shares Ease After Big Run

ON Semiconductor Lands Sineng Electric Design Win for Solar and Storage Modules

Intuitive Surgical Tops Q4, Guides Slower 2026 Procedure Growth

CoreWeave Stock Whipsaws on Chip-Supply Hopes and Trade Threats

D-Wave Closes Quantum Circuits Deal as Tariff Reversal Tempers Stock Slide

Oklo Draws New Backers and Bullish Targets Despite Pre-Revenue Status

Micron Hits Record Highs as AI Memory Shortage Drives Price-Target Boosts

Analysts Raise AMD Price Targets as AI Chip Demand Grows