Intel Apple Deal +8.2%: 18A-P Breakthrough Lifts Shares
Can the Intel Apple Deal finally turn Intel’s foundry ambitions into a credible challenger to TSMC on U.S. soil? Maik Kemper Editor in Chief We’re going to need…
AMD Forecast: $170B Server AI Boom Lifts Wall Street Targets
Has Wall Street finally underestimated how much agentic AI could expand AMD’s server opportunity? Maik Kemper Editor in Chief The emergence of agentic AI is a powerful demand…
ASML AI Strategy +3.9% as EUV Demand Fuels New Surge
Can ASML’s AI monopoly keep powering the chip boom as Wall Street starts valuing lithography like critical infrastructure? Maik Kemper Editor in Chief ASML’s monopoly position in High-NA…
Marvell AI Infrastructure Jumps 9.7% as AI Bets Build
Is Marvell AI Infrastructure becoming Wall Street’s next must-own AI trade after a near-10% breakout to $305? Maik Kemper Editor in Chief We are seeing exceptional AI-related bookings,…
Arm Holdings CPU Renaissance: ARM Surges 7.7% on AI
Is Arm becoming the real winner of AI’s shift from GPU hype to CPU-heavy infrastructure demand? Maik Kemper Editor in Chief The shift (in the) AI paradigm from…
Applied Materials Forecast +7.4% as Citi Lifts Target to $710
Is Applied Materials still buyable after a 7.4% jump, or is Citigroup’s $710 target only the start of a bigger AI-driven move? Maik Kemper Editor in Chief We…
Broadcom AI Earnings +3.3% as Q2 AI Revenue Soars
Can Broadcom’s explosive AI growth finally silence Wall Street’s doubts, or is the market still demanding even bigger numbers? Maik Kemper Editor in Chief We expect semiconductor revenue…
Qualcomm Acquisition +1.8%: Tenstorrent AI Push Builds
Could a Qualcomm Acquisition of Tenstorrent finally turn its long-dismissed AI data center ambitions into a credible threat to Nvidia and AMD? Maik Kemper Editor in Chief Unlike…
Micron Earnings -2.9%: Warning Signs Despite Record Revenue
Can Micron’s record AI-driven growth outweigh supply bottlenecks and justify the stock’s latest sell-off? Maik Kemper Editor in Chief Micron doesn’t pick sides in the AI chip war…
Intel 18A-P Production -5.4% as Foundry Progress Fails to Lift Shares
Can Intel 18A-P Production turn foundry hype into real profits, or will execution fears keep crushing the stock? Maik Kemper Editor in Chief Our news and presentations at…