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Micron Locks $100 Billion in Five‑Year AI Memory Deals as Prices Surge

The take‑or‑pay contracts and fast HBM4 ramp give Micron a new margin floor with Sept. 22 set as the key test of how much further price upside it can capture

Micron Tops $1 Trillion as Strong Results Collide With a Market Reprice

UnitedHealth Raises 2026 Outlook After Large Q2 Earnings Beat

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

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