Micron Technology reports an accelerating memory chip shortage through 2026 as AI infrastructure demand surges. The company invests $1.8B in Taiwan expansion while building $100B US production site.
Apple's iPhone shipments jumped 28% in China's holiday quarter, overtaking rivals despite worsening memory chip shortages that threaten industry margins.
JPMorgan says CoreWeave’s AI demand remains very strong, driven by long-term contracts and limited compute supply, while keeping a Neutral rating.
AST SpaceMobile awarded prime contractor status for MDA's SHIELD missile defense program under Trump's Golden Dome strategy, validating dual-use satellite technology.
Barclays downgraded HP to Underweight, cutting its price target to $18, citing weak PC and printing demand and limited growth catalysts.
Micron shares rise premarket after director Teyin Liu buys $7.8M worth of stock, signaling confidence as chip stocks rally.
