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Nebius Surges on Reported AI21 Talks in Push Toward Full-Stack AI

A deal would pair its fast-growing data-center business with in-house AI models.

Applied Digital’s Q3 Revenue Surges on First Full Lease Quarter, Loss Deepens on $59.7 Million Charge

Hut 8 Rallies on Street-High $136 Target as Arete Backs AI Data-Center Pivot

Broadcom’s Custom AI Chip Boom Draws Big Bets and Caution Ahead of March 4 Earnings

JPMorgan’s Q4 Beat Prompts Stock Pullback as Analysts Boost Price Targets

SanDisk Extends 2026 Rally on AI Storage Boom and Tight NAND Pricing

Teradyne Gains Momentum on Upbeat Analyst Targets and Cramer Endorsement

AMD Pushes Into AI Infrastructure With CES Launches and Aggressive Targets

Vistra Repositions for Data‑Center Demand as Shares Slip Below $170

MUFG Bank to Buy 20% of Shriram Finance in $4.4 Billion Deal

Intuitive Machines Pulls Back After Analyst-Fueled Rally in Space Stocks

Cameco Rallies on Canada–India Uranium Talks Despite EPS Miss and Guidance Cut

UBS Lifts Micron Target to $275, Says HBM Supply Is Fully Booked Through 2026

SoundHound Rallies on Nvidia-Fueled Bounce as DA Davidson Reaffirms Buy

Micron Surges as Analysts Tout AI-Driven Memory Tightness and Earnings Upside

ASML Price Targets Rise on Strong EUV Bookings as Bernstein Flags Limited Disruption Risk

Analysts Back Applied Materials’ Outlook as Wells Fargo Raises Target to $250

CoreWeave Slides as Insider Selling and Short-Seller Scrutiny Hit Hot IPO

TSMC August Sales Point to a Q3 Beat as AI Orders Accelerate

Guggenheim Starts GitLab at Buy With $70 Target, Citing AI as a Demand Tailwind