Nasdaq
Microsoft Faces a ‘Prove It’ Moment as AI Spending Surges and Margins Contract
The bull case for Microsoft has rarely looked more compelling—or more contested. Analysts see a near-$600 price target in the...
Between a Sector Rout and a 6-Gigawatt Deal: AMD’s AI Narrative Hangs in the Balance
The semiconductor sector is caught in a peculiar storm: stellar earnings are being punished instead of rewarded, and the market's...
Lam Research’s Dividend Day Fails to Calm Nerves After a Brutal Week for the Stock
Lam Research rewarded its shareholders with its regular quarterly payout this week, but the gesture did little to stem the...
Applied Materials Hit by ‘Sell the News’ as Insiders Cash Out $169 Million
The narrative for Applied Materials has turned decidedly mixed. The chip-equipment giant is expanding into a new South Korean hub...
CrowdStrike’s AI Surge Fuels a $725 vs $169 Valuation Battle
The cybersecurity giant CrowdStrike is delivering explosive AI-driven growth, yet the stock is locked in a tug-of-war between Wall Street’s...
Broadcom Faces Twin Headwinds: Analyst Downgrades on Rich Valuations as DeepSeek Eyes In-House Chip Development
Broadcom's AI-fueled rally is running into a pair of obstacles that are giving investors pause. The chipmaker’s stock slipped nearly...
Power Grid, Not Chip Delays, Emerges as Nvidia’s Newest Bottleneck
Nvidia’s stock has been bouncing between two very different narratives this week — one rooted in physical infrastructure limits, the...
SK Hynix Readies $29 Billion Nasdaq Debut as Production Shift and Valuation Fears Rattle Seoul Investors
The demand for SK Hynix’s American Depositary Receipts is staggering. With books reportedly multiple times oversubscribed and anchor investors including...
Navitas Semiconductor Loses Half Its Value as Dilution Fears Overwhelm GaN Growth Story
The world’s largest cloud providers are expected to spend nearly $800 billion on AI infrastructure this year, yet one key...
Amazon Surpasses Walmart in Annual Sales as AWS Seals $1 Billion Intelligence Cloud Initiative
Amazon has crossed a watershed moment in retail history, but its future may be written in the cloud. The company’s...
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