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Super Micro Jumps 11% on TSMC Spending Surge and AI Chip Optimism

Analyst caution over compressed margins, including a Goldman Sachs Sell rating, tempers the rally ahead of late-January earnings.

SanDisk Extends 2026 Rally on AI Storage Boom and Tight NAND Pricing

Mairs & Power Details Q3 Moves as AI Leaders Concentrate 2025 Gains

Hotchkis & Wiley Mid‑Cap Value Fund Beats Benchmark in Q3, Spotlights WPP Turnaround and Centene Value Case

CoreWeave Slips on Data‑Center Delay as Wall Street Cuts Targets and Bridgewater Buys

CoreWeave Extends Credit Line to $2.5 Billion as Stock Halves After Guidance Cut

Carillon’s Q3 Letter Flags AI Concentration Risk, Spotlights Corning and AbbVie

Unity Shares Surge 18% on Q3 Beat and Upbeat Guidance

Celsius Extends Losing Streak as Investors Chase AI

Micron Jumps as Citi Hikes Target to $175, Flags Guidance Upside on AI Memory Strength

Palantir Joins Top 20 U.S. Companies with $375 Billion Valuation