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Navitas Jumps on AI Data Center Power Packages, Names New CFO

The twin catalysts signal execution of a shift toward high‑power markets under the company’s Navitas 2.0 plan.

AI Demand Tightens Memory Supply, Lifting Micron and Sandisk

Arm Stock Rebounds After Post-Earnings Slide as Licensing Miss Tempers Record Royalties

Intel Confirms AI Data-Center GPU Plan, Names Eric Demmers Chief Architect

DRAM Prices Forecast to Nearly Double in Q1 2026 on AI-Fueled Shortage

Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out

Micron Breaks Ground on New York Megafab, Moves to Buy Taiwan Plant as AI Memory Demand Sends Shares to Record

SK hynix First to Earn Intel Data Center Certification for 256GB DDR5 Server Memory

Mustafa Suleyman Sets ‘Humanist Superintelligence’ Red Lines, Targets Faster Progress on AI Agents

Leaked SK Hynix Slides Warn of DRAM Shortage Through 2028 as Apple Suppliers Plan 2026 Price Hike

Fluence Energy Jumps as 2026 Guidance Triggers Broad Analyst Price-Target Raises

NAND Prices Double as Phison Warns 2026 Supply Is Sold Out

ASML's EUV Monopoly Fuels Bullish Calls as Deutsche Bank Lifts Target to €1,000

Caterpillar Shares Jump to Record on Q3 Beat, Data-Center Power Boom

Intel Returns to Profit as 18A Hits High-Volume Output and Supply Tightens

Marvell Sets Aug. 28 Q2 Earnings as AI Bets Draw Bullish Targets

Amphenol to Buy CommScope’s Connectivity and Cable Unit for $10.5 Billion

Allegro Rejects Onsemi's $6.9 Billion Takeover Bid, Citing Offer as 'Inadequate'

Qualcomm Surges Following Strong Earnings and Optimistic Forecast

Micron Technology Faces Mixed Outlook Amid Stock Volatility