Intel Jumps Ahead of Earnings Amid Retail Buzz
Intel shares surge toward a 52-week high as retail investors show interest and analysts weigh in ahead of tomorrow’s earnings report.
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Arm Stock Gets a Boost as Analysts See Opportunity After Selloff
Susquehanna upgrades Arm to Positive, citing AI and data center growth as key long-term drivers despite recent stock weakness.
POET Technologies Jumps as Award Win Fuels Strong Options Demand
POET Technologies shares surge toward multi-year highs after its flagship Teralight product wins a major innovation award and call option activity spikes.
Micron Warns of 'Unprecedented' Memory Chip Shortage Driven by AI Demand
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 Reclaims China's Top Spot as iPhone Sales Surge Despite Memory Chip Crisis
Apple's iPhone shipments jumped 28% in China's holiday quarter, overtaking rivals despite worsening memory chip shortages that threaten industry margins.
JPMorgan Sees Strong AI Demand for CoreWeave
JPMorgan says CoreWeave’s AI demand remains very strong, driven by long-term contracts and limited compute supply, while keeping a Neutral rating.