Analyst coverage initiated with an 'Overweight' rating and a $413 price target points to a transformed contractor poised to capitalize on data center demand, grid modernization, and reshoring trends.
CNBC's Jim Cramer suggests Intel shares could surge significantly, as the chipmaker's strategic overhaul and analyst upgrades fuel investor optimism amid a 140% yearly gain.
Despite CEO Elon Musk's bold pronouncements on AI, robotics, and a future of 'Amazing Abundance,' Tesla faces mounting pressure from declining automotive revenues and margins. As the company pivots with massive capital expenditure, investors are left weighing futuristic promises against present-day financial headwinds.
Despite posting quarterly results that beat analyst expectations, KLA Corporation's stock plunged Friday as investors focused on management warnings about component shortages, tariff impacts, and operational constraints.
IonQ's acquisition of semiconductor foundry SkyWater Technology marks a pivotal shift, granting it a unique edge in chip manufacturing and positioning it as a frontrunner for lucrative government contracts in the nascent quantum computing race.
Intel's contract chipmaking division is reportedly in advanced discussions with tech giants Nvidia and Apple to manufacture key components starting in 2028, a potential game-changer for the semiconductor industry's supply chain.
While major indices tread water ahead of key earnings, a segment of the market continues to buzz with activity. We examine three micro-cap companies—Hongli Group, Royalty Management, and CreateAI—whose financial profiles and strategic moves are capturing attention from investors willing to navigate the high-risk, high-reward penny stock arena.
In a bold bid to reclaim semiconductor leadership, Intel is aggressively deploying ASML's next-generation lithography systems years ahead of rival TSMC. The 2026 timeline is critical for the chipmaker's turnaround plan.
With hyperscalers projected to pour $500 billion into AI infrastructure by 2026, investors are looking beyond headline chipmakers to the essential, yet often overlooked, backbone providers of the AI revolution.
Mizuho Securities dramatically raised its price target on SanDisk, forecasting a severe NAND flash memory shortage driven by explosive AI server demand and constrained production capacity through 2027.
KLA Corporation reports robust fiscal 2025 results driven by AI demand, but warns of supply constraints and geopolitical factors tempering near-term growth, with a significant acceleration projected for late 2026 and 2027.
Taiwan Semiconductor Manufacturing Company (TSMC) reaches unprecedented market valuation following robust quarterly earnings, driven by insatiable demand for advanced AI chips. Analysts weigh whether the rally still has room to run.
