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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.

SanDisk’s AI Storage Rally Hits 37% Pullback After Major Contract Disclosure

Sandisk’s Blowout Quarter and $14 Billion Buyback Meet a Half‑Price Stock

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

Microsoft’s AI Bet Fuels Growth as $190 Billion Buildout Tests Investors

Novo Nordisk’s Wegovy Pill Shows Strong Results, Reinforcing Stock Rebound

Marvell to Buy Polariton to Boost AI Data-Center Optics

Super Micro Posts Blowout Q2 and Raises Full‑Year Outlook to at Least $40 Billion

SanDisk’s 2025 Rally Faces a Test of NAND Cycle Endurance

Synopsys Slides After Q3 Miss as Layoffs, Probes and Target Cuts Follow

AMD Eyes China AI Exports as Wells Fargo Raises Price Target to $185