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Trending Companies
NVIDIA117 TSMC38 Micron Technology32 Goldman Sachs30 SK Hynix19 OpenAI18 BlackRock17 Samsung16 SoftBank16 Norges Bank15 Intel15 Brookfield14
Trending Technologies
EUV58 3nm54 AI37 AI chips33 GPU31 AI infrastructure30 DRAM22 HBM18 semiconductor14 AI computing14 memory chips13 data center13
2026-08-23
Nvidia (NASDAQ: NVDA) Leads The Semiconductor Pack As Data Confirms AI Chip Dominance Over AMD And Qualcomm - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-08-23
2026-08-21
Barclays (BARC) Cuts Price Target But Reiterates Overweight On SK Hynix (NASDAQ: SKHY), Citing HBM Strength And Nvidia Partnership - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-08-21
2026-08-13
DAVENPORT & Co LLC Cuts Stock Position in Micron Technology, Inc. $MU - MarketBeat
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www.marketbeat.com 2026-08-13
Micron Technology delivered a strong quarterly performance in Q2 2026, with revenue up 345.8% year-over-year to $41.46 billion and EPS of $25.11, exceeding analyst expectations. However, institutional investor DAVENPORT & Co. LLC reduced its stake by 8.8%, selling 3,199 shares and retaining 33,300 s
Micron TechnologySemiconductorAI ChipsMemory ChipsInstitutional InvestorsStock SellingMarket AnalysisEarnings Report
2026-08-06
Broadcom (NASDAQ: AVGO) Captures The Hyperscaler AI Capex That Bypasses Nvidia (NASDAQ: NVDA) - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-08-06
2026-08-05
NPO Q2 Deep Dive: Semiconductor Demand and Acquisitions Drive Upbeat Outlook - StockStory
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stockstory.org 2026-08-05
2026-08-03
Michael Burry Expands Bearish Bets Against Nvidia (NASDAQ: NVDA) And Micron (NASDAQ: MU) While Buying Consumer And Healthcare Stocks - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-08-03
2026-08-03
Qualcomm's (NASDAQ: QCOM) 2.5% Dividend Yield And Data Center Push Make It A Compelling Buy - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-08-03
2026-08-01
Apple (NASDAQ: AAPL) Stock Price Diverges From Mag7 Peers As Chip Shortage Weighs On Results, Amazon (NASDAQ: AMZN) Surges - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-08-01
2026-07-27
Nvidia's $2 Billion Stake Transforms Nebius Group (NASDAQ: NBIS) Into a Major AI Infrastructure Contender - foreignpolicyjournal.com
0.92
news.google.com 2026-07-27
2026-07-25
Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), And TSMC (NYSE: TSM) Stand To Gain Most If AI Spending Reaches $1 Trillion - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-07-25
Global AI infrastructure investment is accelerating at a pace that few analysts anticipated, with hyperscaler capital expenditure projections rising steadily throughout 2026. The four major AI hyperscalers are collectively on track to spend around $650 billion on data center capital expenditures thi
Artificial IntelligenceSemiconductor IndustryAI ChipsNVIDIABroadcomTSMCData CentersCapital Expenditure
2026-07-23
WAIC 2026: Lightelligence maps AI's optical future with CPO, NPO, photonic computing
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digitimes.com 2026-07-23
2026-07-18
Palantir (NASDAQ: PLTR) CEO Alex Karp Names Nvidia, Micron, And SK Hynix As The Only True AI Infrastructure Winners - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-07-18
2026-07-17
Stocks making the biggest moves midday: Manpower, Abbott, UnitedHealth, TSMC & more - CNBC
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www.cnbc.com 2026-07-17
2026-07-16
Dell (NYSE: DELL), Sandisk, And Micron (NASDAQ: MU) Lead AI Sell-Off As Apple And Google Shield Market Losses - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-07-16
2026-07-16
Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO - digitimes
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www.digitimes.com 2026-07-16
2026-07-16
Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO - digitimes
0.95
www.digitimes.com 2026-07-16
2026-07-16
Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO - digitimes
0.95
www.digitimes.com 2026-07-16
2026-07-16
Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO
0.92
digitimes.com 2026-07-16
2026-07-14
Congress Members Trade Stocks In Sectors They Regulate, Including Nvidia (NVDA) And QUALCOMM (QCOM), As Reform Bills Stall - foreignpolicyjournal.com
0.65
news.google.com 2026-07-14
2026-07-14
TSMC (NYSE: TSM) Posts Record Q2 Revenue Of $39.62 Billion As AI Chip Surge Drives 36% Annual Growth - foreignpolicyjournal.com
0.95
news.google.com 2026-07-14