Micron Technology is a leading global provider of advanced semiconductor solutions, specializing in memory and storage products. The company designs and manufactures dynamic random-access memory (DRAM) and NAND flash memory, which are essential components used in various electronic devices, including smartphones, computers, data centers, and automotive applications. By delivering innovative and high-performance memory solutions, Micron plays a crucial role in supporting the growing demand for data storage and processing capabilities in an increasingly digital world. Additionally, they engage in research and development to advance technology and improve product efficiency, making significant contributions to the evolution of the semiconductor industry. Read More
Dan Ives, managing director at Wedbush Securities, said on Friday in an interview with CNBC that the software stocks under pressure may be at a turning point.
Following a week of intense market turbulence, BofA Securities (NASDAQ: NVDA) analyst Vivek Arya has issued a major price target upgrade for Nvidia Corp. (NASDAQ: NVDA) today, February 27, 2026. Raising the target from $275 to $300, Arya cited an "agentic AI inflection point" and overwhelming demand for the company’
Semtech’s stock has surged as the semiconductor downturn has eased, but the company now looks very different following its acquisition of Sierra Wireless. With a larger connectivity business and a more leveraged balance sheet, the next chapter will test whether this rebound marks a turning point or simply a cycle reset.
Discover why AI spending is concentrating in the semiconductor and infrastructure layer — including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and AMD — and how to position before the divide becomes obvious.
As the financial world looks toward the spring of 2026, the semiconductor landscape is bracing for its most significant shift since the launch of the original Blackwell architecture. Nvidia (NASDAQ:NVDA) is reportedly preparing to officially unveil its "N1" and "N1X" system-on-chips (SoCs) at the upcoming GTC 2026 conference in
As of February 26, 2026, the global PC market stands at a critical juncture, caught between a massive corporate hardware upgrade cycle and a crippling supply chain squeeze. HP Inc. (NYSE:HPQ) recently reported its first-quarter fiscal 2026 results, revealing a "beat and lower" performance that perfectly illustrates the current
As the financial markets move into the final days of February 2026, all eyes are turning toward the upcoming spring earnings cycle for the two primary "bellwethers" of the artificial intelligence (AI) hardware trade: Advanced Micro Devices (NASDAQ: AMD) and Super Micro Computer (NASDAQ: SMCI). These reports, covering the first
The global financial markets reached a critical crossroads this week as the final, most anticipated piece of the quarterly earnings puzzle fell into place. NVIDIA Corporation (NASDAQ:NVDA), the silicon powerhouse that has become the de facto barometer for the modern economy, released its fourth-quarter fiscal 2026 results on February
