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SanDisk Hits Record High After Bernstein Hikes Target to $1,250

Tight NAND supply driven by AI data‑center orders sets up a test at the April 30 earnings report.

Stocks Surge as Trump Pauses Iran Strikes for Two Weeks and Oil Tumbles

Credo Q3 Sales Leap 202% on Hyperscaler AEC Ramps

Broadcom Locks Long-Term AI Chip Deals With Google and Anthropic

Micron Jumps After UBS Raises Price Target to $535 on AI Memory Demand

Alibaba Activates 10,000-Chip AI Cluster in China Telecom Data Center

TSMC Faces AI-Fueled Capacity Strain as Wall Street Lifts Targets Ahead of April 16 Earnings

Nvidia’s AI Data-Center Lead Over AMD Widens as China Sales Are Excluded From Guidance

Samsung Forecasts Record Q1 Profit as AI Memory Boom Lifts Prices

Analysts Lift Micron on AI Memory Crunch

ASML Falls After U.S. Bill Targets China Chip Tool Sales

Wall Street Splits on AMD as AI Workloads Lift Outlook Before Q1

AI Efficiency Shock and Rotation Test the AI Supercycle

TSMC March Sales to Test AI Chip Supply on April 10

Broadcom Posts Record AI Sales, Adds $10 Billion Buyback, and Wins $970 Million DISA Deal

Magellan Sees Market Rotation as TSMC Rises and Big‑Tech AI Leaders Lose Steam

Wall Street Sees Big Upside for Broadcom After Q1 Beat

Mobix Labs Sets 1-for-10 Reverse Stock Split for Nasdaq Listing Compliance

Chinese AI Chipmakers Take 41% of Market in 2025

Rebellions Raises $400 Million in Pre-IPO Round Led by Mirae Asset and Korea Growth Fund