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

Executives say supply will trail AI demand beyond 2026, reinforcing pricing leverage.

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

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