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Bank of America Raises Dell Price Target to $280 Ahead of May 28 Earnings

The upgrade reflects strong AI‑server orders and underpins expectations that Dell will beat Q1 estimates and lift full‑year revenue guidance.

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Citi Lifts SanDisk Target to $2,025 on AI-Fueled NAND Tightness

GCT Semiconductor Extends Rally on Q1 Growth, 5G Shipments and Satellite Deal

Micron’s AI Memory Surge Pushes Market Value Near $900 Billion

Arista Gains Analyst Upgrades on AI Networking Demand Despite Supply Limits

Nebius Leaps on Blowout Quarter as It Lifts 2026 Power Target Beyond 4 GW

Wedbush Lifts Oracle Price Target to $275, Citing AI Backlog

Lam Research Shares Hit Record $300 as AI-Fueled Outlook Draws Higher Targets

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

Viavi Jumps After Q3 Beat and Strong Q4 Outlook

CoreWeave Extends AI Footprint With Anthropic Deal, $1 Billion Debt Raise

Micron’s Rally Extends on Record Outlook as HBM Capacity Is Booked Into 2027

Citi Cuts DocuSign to Neutral and Slashes Target to $50

Penguin Solutions Beats Q2 and Lifts Forecast as Memory-Led AI Pivot Pays Off

Gold Rebound Lifts Coeur Mining Shares After Steep Monthly Slide

Braze Posts Faster Growth, $100 Million Buyback as AI Tools Go Live

Broadcom’s AI Push Draws Bigger Forecasts as New Chips Ship and Supply Is Locked In

Oracle Adds AI Agents to Fusion Cloud to Automate Finance Work

Bridor Acquires Spain’s Panamar to Become Global Frozen-Bakery Leader

Firefly Aerospace Rallies After Q4 Beat and Bold 2026 Revenue Outlook