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SK Hynix Rallies After Nvidia Says AI Demand Has "Gone Parabolic"

The market move reflects outsized Q1 profits, HBM orders above current capacity, forecasts of steep DRAM and NAND price rises.

AMD Seizes Record 46% of x86 Server CPU Revenue as Data-Center Boom Lifts Outlook

Nvidia Says Its China AI Market Share Has Fallen to Zero Under U.S. Export Curbs

UBS Lifts Tesla to Neutral, Citing Balanced Risk After 2026 Slide

Meta Projected to Overtake Google in Global Digital Ad Revenue in 2026

Gartner Sees 'Memflation' Fueling a 2026 Semiconductor Revenue Surge

Tesla Publishes Toned-Down Q1 Delivery Consensus as Investors Brace for a Shortfall

IDC Slashes 2026 PC Outlook as Memory Squeeze Deepens

Insmed Sets $1 Billion 2026 Brinsupri Target After Strong First Full Quarter

Applied Materials Raises Outlook on AI-Fueled Demand; Shares Jump

UK Vehicle Production Falls to 73-Year Low as EV Output Hits Record Share

Omdia Names Agibot No. 1 in 2025 Humanoid Robot Shipments

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

Foxconn Sets Quarterly Revenue Record on AI Server Boom, Tops Estimates

Rolf Sees Modest 2026 Rebound for Russia’s New-Car Market After 2025 Slump

Apple May Use Intel to Make Some iPhone Chips by 2028, Analysts Say

Apple’s Foldable iPhone Enters EVT With Reported Crease‑Free Screen, Price Pegged at $2,399

Harsh Goenka’s Gold Analogy Trends as Prices Set New Highs

Analysts Lift Tesla Q3 Delivery Outlook to as High as 475,000 on U.S. Credit Rush

Oppenheimer, Piper Sandler Lift Reddit Price Targets to $300 and $290 on Ad and User Momentum