Intel soars amid retail engagement, analyst chatter
ripped toward a new 52-week high Wednesday, amid a flurry of activity in the options market and a couple of positive analyst assessments ahead of its earnings report due tomorrow. Shortly after 11 a.m...
Inside Sandisk’s transformation from thumb drive dinosaur to the hottest trade in AI
Pretty much nobody saw it coming. Five months and nearly a 1,000% return later, it’s one of the craziest comeback stories on Wall Street, with , a stodgy old memory card company, vaulting to the top o...
BNP upgrades Seagate on more durable cycle
was up in early trading after analysts at BNP Paribas upgraded the shares to “outperform” from “neutral” and lifted their price target to $380 a share, implying a gain of almost 15% from where the sto...
POET Technologies nears multiyear high on strong call demand after flagship product wins award
is surging on heavy volumes and high call demand after announcing that it won a Product Innovation Award at China’s Infostone awards. The honor went to the optical communications company’s flagship pr...
Intel bucks market slump after Wall Street upgrades
While the market slid early Tuesday, soared as the American chipmaker received a pair of upgrades: HSBC analysts lifted their rating on the stock to “hold” — essentially “neutral” — from “reduce,” Wa...
Musk: Tesla restarting Dojo supercomputer effort as “AI5 chip design is in good shape”
CEO Elon Musk said in a post on X over the weekend that the company plans to restart work on its Dojo supercomputer, dubbed Dojo3, saying that the AI5 chip the company had been developing is in “good ...
Micron announces deal to buy fabrication plant for $1.8 billion as AI demand drives memory chip supply crunch
is preparing to benefit from the supply crunch in memory chips for years to come. On Saturday, the company announced that it had signed a letter of intent to buy a fabrication plan from Powerchip Semi...
Nvidia’s H200 suppliers reportedly pause production after China blocks imports
The saga of Nvidia’s H200s has more confounding twists and turns than a house of mirrors. On Friday evening, the Financial Times reported that suppliers for Nvidia’s H200 chips have halted production ...
TSMC’s blowout quarter, guidance, and capex plans send AI to the sky
stellar Q4 results , bright Q1 guidance, and willingness to spend way more on capital expenditure than analysts had anticipated this year are giving a big jolt to the AI trade. “We believe the strong ...
TSMC surges after posting stellar Q4 results, impressive Q1 outlook
is ripping higher in premarket trading after the world’s largest chip manufacturer posted superb Q4 results and offered a Q1 outlook that was brighter than analysts had anticipated. The Taiwanese firm...
Intel rises again, riding a wave of Trump support and Apple speculation
is up again early Wednesday, coming within spitting distance of two-year highs, after comments from the president fed into stock market murmurs about the prospect for Apple to become a key customer fo...
Nvidia dips after report of Chinese “ban” on H200 imports
As the Commerce Department delivers the equivalent of a ribbon-cutting ceremony for H200 sales to China, officials in the world’s second-largest economy are throwing up more red tape. Reuters reports ...
Commerce Department tweaks export rules, paving the way for Nvidia to ship H200s to China
US President Donald Trump’s call for Nvidia and its peers to be able to sell advanced AI chips to Chinese customers has evolved from the realm of social media posts to official policy paperwork. The ...
Nvidia stock shrugs off report that Chinese customers will only be able to buy H200 AI chips “under special circumstances”
The Information is reporting that Chinese customers won’t be able to get their hands on as many H200 AI chips as they want. Per the outlet, the “Chinese government this week told some tech companies ...
Intel jumps to new 52-week high on upgrade
jumped early Tuesday, hitting a 52-week high soon after the open, as Keybanc analysts upgraded the stock to “overweight” and put an above-consensus $60 price target on the shares, suggesting an upside...
Report: Micron thinks memory chip shortage could last until ’28
Taiwanese tech site DigiTimes reports that is warning customers that the supply shortage for memory chips could last until 2028, as its Boise, Idaho, fabrication facility slowly comes online. In addi...
Nvidia rebuts claim that it’s requiring full up-front payment from Chinese buyers of its H200 AI chips
An spokesperson offered a rebuttal to Reuters on Tuesday , saying the chip designer does not require full payment for H200 chips up front, as the outlet had written in a January 8 report. President ...
Sandisk rides Wall Street price target hikes toward new record
leapt Friday, riding a resurgent wave of AI-related market exuberance as well as two price target hikes from Wall Street analysts. Goldman Sachs lifted its target for the stock to $320 from $280, whil...
Intel gains after a favorable post from Trump
continued its strong 2026 start by rising early Friday, following a favorable online post from President Trump, whose administration partially nationalized the ailing American chip giant in August. In...
China plans to permit purchases of Nvidia’s H200 chips “as soon as this quarter,” per Bloomberg
Nvidia’s $54 billion opportunity to sell H200 AI chips to the world’s second-largest economy is reportedly close to getting the thumbs-up from Chinese officials. Bloomberg reports that China is “prepa...