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Lumentum’s AI Boom Delivers Record Revenue, Yet Shares Slip on Scaling Concerns and Nvidia’s $2B Bet Raises the Stakes
AI & Quantum Computing
June 23, 2026
Micron’s Scarcity Narrative Gets a Pre-Earnings Seal of Approval — and a 6.7% Reality Check
Nasdaq
June 23, 2026
ASML Deflects China Smuggling Allegations as Analysts Push Price Targets Higher
AI & Quantum Computing
June 23, 2026
Ams Osram’s Photonics Play: Eye-Tracking for Glasses and LEDs for Greenhouses as Infineon Sale Looms
Semiconductors
June 22, 2026
Sivers Semiconductors: The AI Photonics Star That Rose 3,100% Even as Insider and Accounting Probes Swirled
AI & Quantum Computing
June 21, 2026
Nvidia’s Mid‑Week Crucible: A Dividend Hike, a $25 Billion Debt Bet, and a Quietly Eroding Moat
AI & Quantum Computing
June 21, 2026
Japan’s Tungsten Hexafluoride Pullout and South Korea’s Molybdenum Squeeze Put Almonty in the Spotlight
Asian Markets
June 21, 2026
STMicroelectronics: Convertible Bond Funds Catania Megafactory as Quarterly Dividend Payout Nears
Dividends
June 20, 2026
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