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Micron Tops $1 Trillion as Strong Results Collide With a Market Reprice

Record quarterly profits and multi‑year customer contracts give Micron near‑term revenue visibility that tests whether a premium valuation can hold under higher interest rates.

SanDisk Hits All‑Time High on AI Storage Demand and Price‑Target Upgrades

Palo Alto Beats Q3 Estimates and Lifts Outlook as AI Identity Tools Gain Traction

CoreWeave’s Q1 Tops Forecasts as AI Backlog Nears $100 Billion

Intel Falls 2.6% After Hot Inflation Hits Chip Rally

AMD Taps Celestica to Build Helios, a Rack-Scale AI Platform for MI450 GPUs