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Micron Soars to Record as AI HBM Shortage Locks In Sales Through 2026

A sold-out HBM pipeline gives Micron rare revenue visibility, reinforcing pricing power across its memory portfolio.

Analysts Trim Adobe Targets After Record Quarter, Keep Outperform Ratings

TSMC Tightens U.S. Grip as American Clients Top 75% of Sales and Arizona Ramp Accelerates

Cisco Shares Set First Record in 25 Years on AI Infrastructure Momentum

CleanSpark Shares Rise on FY2025 Surge as Miner Pivots to AI Compute

Ambarella Shares Slide Despite Earnings Beat as GAAP Loss Rattles Investors

AMD Draws New Outperform Call on AI Pipeline After Strong Q3

Arista Networks Drops Roughly 23% After Q3 Beat as Margin Signals Curb Enthusiasm

Berkshire Discloses Multibillion-Dollar Alphabet Stake as AI Momentum Lifts Shares

Cava Cuts Outlook Again After Q3 Miss as Younger Diners Pull Back

Top Funds Load Up on AppLovin as Analyst Calls and 81% Margin Outlook Spotlight AI Ad-Tech Leader

Intel Posts Q3 Beat as Shares Near Two-Year High After Cash Infusion

Nokia Beats Q3 Estimates, Raises Outlook on Optical Demand From AI Data Centers

Intuitive Surgical Heads Into Q3 Report With Bullish Calls Despite Margin Concerns

Marathon Digital Adds 400 Bitcoin via FalconX During Price Rebound

Micron’s AI-Memory Boom Lifts Revenue and Stock After Record FY2025

Pfizer Lifts 2025 EPS Outlook, Targets $7.7 Billion in Savings as Dividend Draws Interest

CrowdStrike Lifts Growth Outlook at Investor Day, Fueling 13% Stock Surge

Wall Street Rally Faces Scrutiny After Stifel Warns of 10% S&P Pullback

Palantir Shares Climb to Record High on $1B Quarter and $10B Army Contract as Valuation Debate Deepens