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Semiconductors

AMD’s Record Run Meets Wall Street’s Reality Check

Earnings April 28, 2026

Broadcom’s Custom Chip Dominance Fuels a $2 Trillion Valuation—and Investor Debate

AI & Quantum Computing April 27, 2026

Infineon Hits Decade High as AI Efficiency Gains and Sector Tailwinds Converge Ahead of Q2 Report

AI & Quantum Computing April 27, 2026

Micron’s Washington Offensive: Lobbying for a Lock on China While AI Demand Fuels Record Results

Analysis April 27, 2026

Micron’s AI Memory Pipeline Is Sold Out Through 2027 — But the Fed and Big Tech Earnings Could Rewrite the Script

AI & Quantum Computing April 26, 2026

Infineon’s Hidden Pricing Leverage Could Upend Q2 Earnings Expectations

AI & Quantum Computing April 26, 2026

Intel’s Surprise Quarter Ignites Nvidia’s $5 Trillion Rally as Hyperscaler Earnings Loom

AI & Quantum Computing April 26, 2026

Aixtron’s 320% Rally: A Story of Two Halves

Analysis April 25, 2026

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