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2026-10-02
Stocktwits AI Roundup: Micron’s Blowout Quarter, Nvidia’s $150B Buyback And The Race For AI Agents - Yahoo Finance
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finance.yahoo.com 2026-10-02
2026-10-02
Micron CEO Says ‘We Cannot Fulfill The Demand’ As Supply Tightness Extends Through 2028 - Stocktwits
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stocktwits.com 2026-10-02
2026-10-01
Synopsys’ Long-Term Earnings Targets Come In ‘Well Ahead’ Of Consensus, BofA Says — Firm Lifts Target By $100 - Stocktwits
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stocktwits.com 2026-10-01
2026-09-30
Synopsys Expands Silicon IP Business With Amazon As Lead Customer — Multi-Year Deal Targets Custom Chips, AI Infrastructure - Stocktwits
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stocktwits.com 2026-09-30
2026-09-30
TSMC Reportedly Weighs Texas Chip Investment On Top Of $265B Arizona Push - Stocktwits
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stocktwits.com 2026-09-30
2026-09-28
Stocktwits Tech Watch: Micron’s Q4 Report, OpenAI Developer Conference Keep AI Trade In Focus This Week - Stocktwits
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stocktwits.com 2026-09-28
2026-09-28
SKHY Stock Dips Overnight: SK Hynix’s US Subsidiary Solidigm Reportedly Plans IPO - Stocktwits
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stocktwits.com 2026-09-28
2026-09-28
NVDA Stock In Focus: China Reportedly Weighs Letting ByteDance, Alibaba Buy Some Nvidia AI Chips - Stocktwits
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stocktwits.com 2026-09-28
2026-09-28
Micron Earnings Preview: Analysts See Over 350% Revenue Jump As Retail Bulls Bet On Fresh Buyback - Stocktwits
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stocktwits.com 2026-09-28
Micron's upcoming fiscal Q4 earnings represent a defining moment for the memory semiconductor sector, with consensus projecting a record 353% revenue surge to $51.2 billion and a 943% jump in adjusted EPS to $31.59. These figures signal not a mere cyclical upswing but a structural demand shift drive
MicronMemory ChipsDRAMNAND FlashHBMAI ComputeShare BuybackCHIPS Act
2026-09-26
SK Hynix’s U.S.-Based Solidigm Unit Reportedly Weighs IPO – Offering Expected Next Year At A Valuation Near $150B - Stocktwits
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stocktwits.com 2026-09-26
2026-09-23
Michael Burry Picks Chip Suppliers Over Micron — But Warns Memory Producers Could Sell Off 'Intensely' - Stocktwits
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stocktwits.com 2026-09-23
2026-09-22
Samsung Reportedly Ramps 4nm Capacity For Memory Chips, Stepping Up Competition With SK Hynix, Micron - Stocktwits
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stocktwits.com 2026-09-22
2026-09-21
Marvell Expands AI Connectivity Push With 2nm Optics — A Look At Its ECOC Highlights - Stocktwits
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news.google.com 2026-09-21
2026-09-18
AMD Stock Rises Premarket: Report Flags Chip Price Hike Linked To TSMC Costs - Stocktwits
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stocktwits.com 2026-09-18
2026-09-16
CoreWeave Brings Multi-Rack Nvidia Vera Rubin NVL72 Cluster Online — To Give Agentic AI Customers Greater Scale, Faster Iteration - Stocktwits
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stocktwits.com 2026-09-16
2026-09-16
SK Hynix Says It's 'Exploring Options,' Denies Any Finalized Intel Chip Deal - Stocktwits
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stocktwits.com 2026-09-16
2026-09-16
NVDA Stock Rises Premarket: Vera Rubin AI Accelerator Delivers 2X Profit Per GW Than Blackwell, Semianalysis Says - Stocktwits
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stocktwits.com 2026-09-16
2026-09-16
INTC, SKHY Stocks Jump Overnight: Intel’s Delayed Ohio Megafab Could Make SK Hynix’s First US Memory Chips - Stocktwits
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stocktwits.com 2026-09-16
2026-09-16
Nvidia’s Huang Shuns Need For AI Safety Regulations, In Contrast To Anthropic CEO Amodei’s View At Dreamforce Conference - Stocktwits
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stocktwits.com 2026-09-16
2026-09-15
MU Stock Rises After Micron Debuts 512GB DDR5 Server Memory – AMD, Intel To Validate New Server Technology - Stocktwits
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stocktwits.com 2026-09-15