Business ❯ Market Trends

Demand and Supply

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Broadcom’s AI Chip Sales Soar as Q4 Guidance Falls Short and Stock Wobbles

Multi‑gigawatt customer deals point to large long‑term AI revenue gains with near‑term execution, financing and EU regulatory risk.

IREN Signs $2.8 Billion in AI Cloud Deals, Raises 2026 ARR Target

SK Hynix Files for Massive NASDAQ ADR After Record Q1

Google Seeks Samsung for Icefish I/O Die as MediaTek Moves to System-Level AI Hardware

SanDisk Hits Record Highs on AI Storage Demand and Big Supply Deals

Seagate Says Key Parts Face Nine‑Month Lead Times as Shares Drop

AI Data-Center Demand Recasts Korea’s Battery Giants as Samsung SDI Profits, LG Energy Solution Loses

TSMC’s AI Boom Lifts Margins and Supercharges Spending as U.S. Expansion Accelerates

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

Analog Devices Beats Q4, Lifts Outlook on Industrial and Communications Recovery

Sandisk Jumps to Record After Citi Lifts Price Target to $125

Oil Prices Head for Weekly Gain as Trade Optimism Offsets Supply Risks