Semiconductors
CoreWeave Surges on $8.5 Billion AI Financing Breakthrough
Nvidia-backed cloud firm gains momentum as capital access fuels expansion amid rising competition Shares of CoreWeave (CRWV) surged as much...
Micron Slides Despite Strong Demand as Market Reassesses AI Trade
Supply constraints and macro pressures trigger sharp post-earnings sell-off Shares of Micron Technology (MU) fell sharply, dropping 10% on Monday...
Buying the Dip: Why Volatility Is Fueling a Long-Term Bull Case
Nancy Tengler highlights strong fundamentals, AI-driven productivity, and strategic positioning across sectors Despite heightened market volatility, Nancy Tengler, CEO and...
Supermicro Shares Plunge on Export Control Indictment
Allegations of illegal Nvidia chip shipments to China rattle investor confidence Shares of Super Micro Computer (SMCI) fell sharply—dropping as...
Micron Reports Earnings And Strong AI-Driven Outlook
Chipmaker raises dividend and issues bullish guidance as demand for memory accelerates Shares of Micron Technology (MU) moved higher after...
Nebius Stock Falls After $3.75 Billion Debt Raise Despite Major AI Deals
Investors weigh dilution concerns as company accelerates data center expansion following Meta and Nvidia partnerships Shares of Nebius (NBIS) dropped...
Meta Stock Rises on $27 Billion AI Cloud Deal with Nebius
Massive AI infrastructure push and potential layoffs highlight Big Tech’s shifting priorities Shares of Meta Platforms (META) rose as much...
Oracle Shares Surge After Strong Earnings and Ambitious AI Growth Outlook
Cloud performance and raised 2027 revenue target fuel investor optimism despite heavy AI infrastructure spending Oracle Corporation (ORCL) saw its...
Tech Giants Maintain AI Partnerships With Anthropic Despite Pentagon Blacklist
Google, Microsoft, and Amazon continue offering Claude models for commercial use while defense restrictions trigger legal challenge Major cloud providers...
Peraso’s 60 GHz Technology Powers Next-Generation Military Drone Identification System
mmWave communications platform strengthens secure identification of friendly drones in electronic warfare environments Peraso (PRSO) has announced that its advanced...
