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Cipher Digital Reports Big Q2 GAAP Loss as Shares Slide After Strategic Pivot

The company says a non-cash accounting charge widened the reported loss while it accelerates data-center builds and secures project financing.

ASML Says First High‑NA Chips Are Weeks Away as Customers Split Over $400M Tool Cost

Tower Semiconductor Surges After Q1 Beat and $1.3 Billion Silicon Photonics Deals

Arm Reports Record Sales as AI Orders Top $2 Billion but Supply Falls Short

AI Data Centers Are Draining Memory Supply, Pushing Up Gadget Prices

SpaceX Prepares Record IPO Targeting Up To $75 Billion In New Funding

Cramer Touts Intel Comeback Under Lip‑Bu Tan as Earnings Loom

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

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

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

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

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