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ARK Invest Trims AMD After 68% Surge, Buys Alphabet and Meta

The shift highlights a move toward companies boosting AI infrastructure spending.

ETF Face-Offs Show Chip Funds Surging as Small-Cap Value Outruns Mid-Cap Peers

Micron Jumps to a 52-Week High as Cloud Giants Warn of Soaring Memory Costs

Qualcomm Soars After Q2 Beat as AI Data-Center Chip Nears First Shipments

Intel Hits Record High After Q1 Beat and Raised Outlook

DA Davidson Puts $1,000 Target on Micron as AI Rewrites the Memory Cycle

Wall Street Turns More Bullish on Broadcom as AI Chip Pipeline Widens

Intel Jumps 24% on Strong AI-Driven Outlook

Broadcom’s AI Deals Lock In Demand as Analysts Raise Long-Term Targets

South Korea Jails Ex-Samsung Researcher for 7 Years Over DRAM Leak to China’s CXMT

RBC Lifts Marvell Price Target to $170 as Nvidia Deal Anchors AI Push

Besi Q1 Orders More Than Double on AI Packaging Demand

South Korea’s Economy Posts Fastest Quarterly Growth Since 2020 on Chip Export Boom

Victory Giant Soars 50% in Hong Kong Debut After $2.6 Billion IPO

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

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

TSMC Sets Profit Record and Raises 2026 Outlook on Soaring AI Chip Demand

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

Barclays Lifts Marvell to Overweight With $150 Target on AI Optics Growth

AI Memory Boom Propels Samsung to Record Q1 Guidance