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SK hynix Reports Record Quarter as It Accelerates HBM Capacity Expansion

The push shows how AI-fueled demand for high‑bandwidth memory is outpacing supply, keeping prices firm until new lines start up in 2027–2028.

IBM Shares Fall After Q1 Beat as Outlook Stays Unchanged

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Palantir Draws Fresh Bullish Calls as AIP Partnerships Expand and Wartime Role Spurs Attention

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

BlackBerry Declares Turnaround Complete After Q4 Beat and Raises Growth Targets

Circle Drops After Sell Call on Margin Strain From Partner-Led USDC Growth

Strategy’s STRC Hits $5 Billion as Trading Roars, Powering Ongoing Bitcoin Buys

Mizuho Cuts SMCI Price Target to $25 as Legal Risks Cloud AI-Server Growth

Foxconn Q1 Revenue Jumps 30% as AI Server Demand Surges

MSC Industrial Direct Misses Q2 Estimates as Sales Come Up Short

Firefly Aerospace Soars 20% After Reports of SpaceX IPO Plans

Broadcom Extends AI Lead With Blowout Quarter and Higher Q2 Outlook as Insider Sales Draw Scrutiny

Argan Shares Surge After Record Q4 as Backlog Doubles and Outlook Tops Views

Legence Raises 2026 Outlook After Record Backlog and Q4 Revenue Jump

Micron Shares Slide As AI Memory Boom Meets Supply Limits and Big Capex

Planet Labs Jumps After Revenue Beat and Backlog Surge as Mixed Outlook Tempers Hype

DLocal Tops Q4 Forecasts, Launches $300 Million Buyback After First $1 Billion Year

TAT Technologies Posts Record 2025 Results, Cautions on Supply-Chain Drag in Early 2026

Urban Company Rebounds Up to 18% After SBI Mutual Fund Buys Rs 632 Crore Stake

Lumentum Targets $2 Billion Quarterly Run Rate, Secures Major OCS Deal, Outlines Nvidia-Funded Fab Ramp