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Susquehanna Lifts AMD Price Target to $375 Ahead of Earnings on AI and Server Momentum

The upgrade signals rising bets that proof of an AI‑accelerator ramp plus EPYC share gains will show up in next week’s results.

Arm Stock Falls After Morgan Stanley Downgrade Over Near-Term AI Chip Risks

Intel Stock Falls on Weak Q1 Forecast as Margins Shrink

SiFive Becomes First RISC-V IP Provider to Integrate Nvidia NVLink Fusion

Navitas Ties GaN/SiC Chips to Nvidia’s 800V AI Plan as Shares Hit Records

IREN Stock Hits New High on First Full-Year Profit and Nvidia Preferred-Partner Status

SK hynix Begins Mass Production of 321-Layer 2Tb QLC NAND

U.S. Clears Nvidia and AMD to Resume AI Chip Shipments to China

Micron Poised for Q3 Earnings Release After 95% Stock Surge

GlobalFoundries Pledges $16 Billion to Ramp Up U.S. Chip Production

Broadcom Begins Shipping Tomahawk6 Switch for Next-Gen AI Networks

Nvidia Faces Growing Competition and Potential Market Challenges