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

The call signals rising confidence that AI-driven HBM scarcity will keep Micron’s margins high.

Tower Semiconductor Rallies on 400–420 Gbps Silicon Photonics Demo With Coherent

Firefly Alpha Returns to Flight, Reaches Orbit With Lockheed Payload

Palantir Jumps After Court Ruling as Defense Demand Fuels Weekly Surge

Super Micro Raises Outlook as AI Server Demand Surges and Shares Whipsaw

Tempus AI Reports 83% 2025 Revenue Surge as TCV Tops $1.1 Billion, Adds Major Cancer-Care Partnerships

Datadog Extends Slide as Valuation Jitters Persist Despite Bullish Street Calls

Meta Set to Report Q3 Results With Record Sales Forecast and Capex Under the Microscope

C3.ai Faces Market Backlash After Steep Q1 Revenue Miss

The Trade Desk Stock Plunges 40% on Slower Growth Forecast and CFO Exit

Palantir Joins Top 20 U.S. Companies with $375 Billion Valuation